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Administrative Services Fee Schedule - Effective January 1, 2013
| One-Time Set-Up Fee |
1-2 Participants $500
3-10 Participants $1,000
10+ Participants $2,000
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| One-Time Set-Up Fee For SAVA Plans |
1-2 Participants $1,000
3-10 Participants $1,500
10+ Participants $2,500 |
Annual Base Fee
Annual Base Fee for SAVA Plans |
$550
$1,000 |
| Asset Accounting |
Included in above Fees for Benefit Plans
$100 Per Policy for Asset Accounting Only |
Document Fee Schedule - Effective January 1, 2013
| Document Drafting & Preparation |
$2,000 First Participant
$250 Each Additional Participant |
Changes/Amendments to Existing
Documents |
$500 First Participant
$250 Each Additional Participant |
| SAVA Documents |
$3000 First Participant
$500 Each Additional Participant |
| Review of Existing Documents |
$1,000 Per Plan |
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