Pricing

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Peninsula Pricing

Competitive, transparent pricing for professional ESOP administration.

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For Plan Sponsors

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Annual Administration Fees

Small Plans (< 50 participants)

• Base fee: $8,000 -$12,000 annually
• Includes all core services
• No setup fees

Medium Plans (50-200 participants)

• Base fee: $12,000 -$25,000 annually
• Volume-based pricing
• Comprehensive services

Large Plans (200+ participants)

• Custom pricing
• Dedicated account manager
• Enhanced services

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Additional Services

Distribution Processing: $150 per distribution **Loan Administration:**$500 annually per loan Special Projects: $200/hour

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For TPAs

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Platform Licensing

Per-Client Model:

• $200 -$500 per client monthly
• Volume discounts available
• Unlimited users

White-Label Partnership:

• Custom pricing
• Full platform access
• Your branding
• Dedicated support

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What’s Included

All pricing includes:

• Complete annual administration
• Compliance testing and monitoring
• Participant statements
• Trustee reporting
• Form 5500 preparation
• Online access
• Email and phone support
• Regulatory updates

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No Hidden Fees

We believe in transparent pricing:

• ✅ All-inclusive service
• ✅ Predictable costs
• ✅ No surprise charges
• ✅ Volume discounts

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