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Peninsula Administration Services

Full-service ESOP administration powered by AI technology.

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Core Services

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Annual Administration

Complete plan administration services:
  • Census data processing and validation
  • Eligibility determination
  • Contribution and allocation calculations
  • Annual valuations coordination
  • Compliance testing (coverage, 415, top-heavy)
  • Form 5500 preparation and filing
  • Participant statements
  • Trustee reporting

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Compliance Services

Stay compliant with all regulations:
  • DOL compliance monitoring
  • IRS regulatory updates
  • ERISA fiduciary oversight
  • Plan document maintenance
  • Amendment tracking
  • Required notices
  • Regulatory filings

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Participant Services

Support for plan participants:
  • Annual benefit statements
  • Distribution processing
  • Beneficiary management
  • Loan administration
  • Diversification elections
  • Rollover processing

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Strategic Services

Advisory support for plan success:
  • Plan design consulting
  • Repurchase obligation forecasting
  • Contribution strategy
  • Fiduciary guidance
  • Best practice recommendations

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Service Delivery

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Data Collection

Streamlined process:
  • Automated payroll integration
  • Secure file exchange
  • Data validation
  • Error correction

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Processing & Analysis

AI-powered efficiency:
  • Automated calculations
  • Compliance testing
  • Report generation
  • Quality assurance

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Review & Approval

Expert oversight:
  • TPA professional review
  • Exception handling
  • Client communication
  • Final approval

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Delivery & Support

Professional service:
  • Timely deliverables
  • Online access
  • Responsive support
  • Ongoing consultation

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Timeline

Typical annual cycle: Q1: Plan year end processing, compliance testing Q2: Form 5500 filing, participant statements Q3: Mid-year check-in, planning for next year Q4: Year-end projections, contribution planning

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Pricing

Transparent, predictable pricing:
  • Based on number of participants
  • All-inclusive service
  • No hidden fees
  • Volume discounts available
Contact for a custom quote

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Get Started

Request Service Quote

Get pricing for your ESOP