6 days ago

Smith and Jones Company Proposal

New proposal for Smith and Jones Company from Peter Stephan at EGPS


Smith and Jones Company PROPOSAL PRICING SUMMARY EGPS PRICING ASSUMPTIONS Plan Name AMOUNT Smith and Jones Company Number of Participants with Account Balance 50 Plan Assets – Estimated $2000000 Annual Contributions – Estimated $150000 Recordkeeper Platform John Hancock PLAN DOCUMENT & SETUP FEES - (FIRST YEAR) AMOUNT PLAN DESIGN & SETUP FEE $1,500 Includes: Standard or non-standard plan document Document Consultation Summary plan description Adoption Agreement Corporate Resolution TAKEOVER FEE SAMPLE SAMPLE Admin documents reflecting plan provisions IRS determination letter Waived SAMPLE INITIAL PLAN DOCUMENT FEE $1,000 SUB TOTAL $2500 14 | P a g e

Smith and Jones Company PROPOSAL PRICING SUMMARY (CON’T) SAMPLE ANNUAL ADMINISTRATION FEES AMOUNT Number of Participants with account balance (estimated) 50 Participant annual charges ($25 per ppt.) $1250 Base annual administration $1,500 Sub Total Annual Fees SUB-TOTAL First Year Fees Less Recordkeeper Credit (if any)* $2750 $5250 SAMPLE $6000 TOTAL $-750 First Year Fees EGPS SAMPLE *Please see Terms and Conditions for more details 15 | P a g e

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