Scale your CPA & accounting firm with elite offshore talent trusted by 1,000+ firms.
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| Particular | Add on Fees |
|---|---|
| Investments not certified, or only partially certified The §103(a)(3)(C) election is unavailable - full substantive investment testing becomes mandatory, not optional. | Reprice at Full Scope |
| ESOP - employer stock held by the plan Reliance on an independent valuation specialist, share release and allocation testing, repurchase obligation, and leveraged ESOP loan accounting. Peer reviewers must themselves hold ESOP experience to review the file. | +$7,500 |
| Hard-to-value assets (real estate, limited partnerships, alternatives in self-directed brokerage) Level 3 fair value testing plus disclosure of valuation techniques and unobservable inputs. | +$1,500 |
| First-year audit / new client (if applicable) Opening net assets, predecessor auditor communication, prior-period testing. | +$1,250 |
| Plan merger, spin-off or partial plan termination Two data sets, two recordkeepers, partial-year populations, asset transfer testing. | +$1,500 |
| Trustee / custodian / recordkeeper change during the year Two certifications, transfer reconciliation, two SOC 1 reports to review. | +$1,000 |
| Multiemployer or multiple-employer plan Contributing-employer testing, participation agreements, contribution compliance testing. | +$2,000 |
| Late deferral remittances / prohibited transactions requiring correction Lost-earnings schedule, Schedule H reporting, VFCP and Form 5330 support. | +$2,000 |
| Records not audit-ready - cleanup required The single largest source of fee erosion on EBP engagements. None of the procedures above can begin until the client has the records ready. | $75 per hour |
| Second plan for the same sponsor Shared planning, shared payroll population, shared SOC 1 review. | less 10% |
We work alongside your firm to deliver compliant, thorough EBP audits - from the smallest plan to the most complex. No handoffs. No confusion. Just clean, partner-ready work with a dedicated point of contact on every engagement.
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