To enter fees for the Defined Contribution plan, do the following:
Next to each applicable fee, click the Allocation Base drop-down and select $/Plan or % of Assets.
Note: The Record Keeping, Participation Education/Advice, and Trustee/Custodial Services fees can also be entered by $/Participant. In these cases, you must enter the total number of participants in the Total Number of Participants with Balance field.
Based on your selection, enter a percentage or dollar amount in the Allocation field. As you enter fees, the Total $/Plan field is populated. Totals appear at the bottom of the list.
When you have finished entering fees, click OK to close the dialog box or click the Investment Fee tab to enter investment fees.
Definitions of Plan Administration Terms
See Also