MYCPE ONE
Plan Participant Count
Scope Election
Employee Benefit Plan Services
Inclusions
All-inclusive engagement fee · No hidden add-ons

Add-On Pricing

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%

Additional Considerations:

How It Works
White Label Partnership

MYCPE ONE does the work under your firm's name. Your firm signs off on the engagement and owns all client communication.

Our Fee

One set fee per engagement, agreed before work starts, so your firm knows its cost before it quotes the client. It reflects that your firm handles the client-facing work.

Your Markup

Your firm decides its own margin on top of our fee and bills the client under its own name. At 0%, the prices shown are our fee.

How It Works
Referral Partnership

Your firm introduces the client and MYCPE ONE takes it from there, including sign-off and all client communication.

Our Fee

One set fee per engagement, paid by the client and agreed before work starts. Your firm refers, and we handle the rest.

Revenue Sharing

Your firm chooses the commission it wants to earn on every client it refers. Our fee stays the same, and your commission is built into the price the client sees. At 0%, the client pays our standard fee.

See who does what in each model →

Add-ons and hourly rates are billed at the listed price in both models.

Audit Terms
  1. 1.Employee Benefit Plan (EBP) audits are performed in accordance with SAS 136 - Forming an Opinion and Reporting on Financial Statements of Employee Benefit Plans Subject to ERISA.
  2. 2.Audit services are performed under the supervision of a licensed CPA; issuance of an audit opinion is subject to completion of audit procedures and findings.
  3. 3.For plans electing an ERISA §103(a)(3)(C) audit, management is responsible for obtaining a certification from a qualified institution (e.g. bank, insurance company) as defined under ERISA, for determining that the election is permissible, and for confirming that the certified investment information is appropriately measured, presented and disclosed.
  4. 4.An ERISA §103(a)(3)(C) audit is not a scope limitation and does not result in a disclaimer of opinion. It results in a two-part opinion in the form required by SAS 136.
  5. 5.These services do not include legal advice, ERISA compliance consulting, or actuarial services. Clients should consult appropriate professionals for such matters.
  6. 6.Preparation and filing of Form 5500 are not included in the scope of services. Management is responsible for the preparation, accuracy, and timely filing of Form 5500; our audit report is intended solely for attachment to the filing where applicable.
  7. 7.The U.S. Department of Labor (DOL) requires the audit report to be attached to Form 5500, which is due 7 months after the plan year-end (with an extension available up to 9½ months via Form 5558). Failure to meet filing deadlines may result in penalties. We recommend initiating the audit process at least 90 days prior to the filing deadline.
  8. 8.Audit fees quoted are starting fees. Final fees are confirmed following the engagement time budget and may be adjusted for the items listed in the add-on menu, or where records provided are incomplete or unreconciled.
Partnership Models

White Label vs Referral Partnership

Compare the two models side by side.

Responsibility White Label PartnershipDelivered under your firm's name Referral PartnershipYou refer, we take it from there
Onshore Engagement Partner The onshore partner who owns the engagement and is accountable to the client for it. By Firm By MYCPE ONE
Engagement Sign Off Who signs the final audit report, tax return or filing and takes professional responsibility for it. By Firm By MYCPE ONE
Client-Facing Responsibility Who the client deals with day to day, from document requests and questions to status updates and final delivery. By Firm By MYCPE ONE
Offshore Engagement Lead Our team member who prepares the work and runs the engagement day to day. By MYCPE ONE By MYCPE ONE
Offshore Engagement Manager Our senior team member who reviews the work and keeps the engagement on schedule. By MYCPE ONE By MYCPE ONE
Engagement / Prep Software The software each engagement runs on, included so your firm does not need its own licenses. For bookkeeping, we work inside the client's existing ledger. By MYCPE ONE By MYCPE ONE
AI Practice Management Suite AI-first platform Assure Pro, for clients, workflows, documents and billing in one place. By MYCPE ONE By MYCPE ONE
AI Suite Assure Books, Assure Audit and Assure Tax, AI-first tools for bookkeeping, audit and tax work. By MYCPE ONE By MYCPE ONE

Rows highlighted in blue are the ones that change between the two models.

Your Clients' Plans Are in Good Hands

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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+1-646-827-4348

chris@my-cpe.com

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