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Administrative Services Fee Schedule - Effective July 1, 2009
| One-Time Set-Up Fee |
1-2 Participants $500
3-10 Participants $1,000
10+ Participants $2,000
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| Annual Base Fee |
$500 |
| Benefit Accounting & Annual Participant Statements |
Annual Fee per Participant $150
Additional Annual Fee for Secured Plans Per Participant $100 |
| Split Dollar Accounting – Annual Fee per Participant |
Economic Value Reporting $100
Post Retirement Death Benefits $25 |
| Asset Accounting |
Included in above fees |
Document Fee Schedule - Effective January 1, 2009
| Document Drafting & Preparation |
$2,000 First Participant
$250 Each Additional Participant |
Changes/Amendments to Existing
Documents |
$500 First Participant
$250 Each Additional Participant |
| Secured Plan Documents |
$3000 First Participant
$500 Each Additional Participant |
| Review of Existing Documents |
$1,000 Per Plan |
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