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8 months ago

Test Startup Safe Harbor Proposal

New proposal for Test Startup Safe Harbor from at

Test

Test Startup Safe Harbor PROPOSAL – John Hancock PRICING SUMMARY PRICING ASSUMPTIONS SETUP & PLAN DOCUMENT FEES - (FIRST YEAR) ANNUAL ADMINISTRATION FEES QPC AMOUNT SAMPLE Plan Assets – Estimated $0 Annual Contributions – Estimated $200,000 Number of Participants with Account Balance 20 AMOUNT Plan Design & Setup Fee $0 Initial Plan Document Fee $0 TOTAL GROSS SETUP FEE (one-time only): $750 AMOUNT SAMPLE Participant annual charges ($20 per ppt.) $400 Base annual administration $2,000 Document Maintenance Fee $400 1 Please see Terms and Conditions for more details TOTAL GROSS ANNUAL FEE: $2,800 TOTAL GROSS SETUP & ANNUAL FEE: $3,550 LESS 1 st Year RK CREDIT (if any) 1 : $2,000 NET 1 st YEAR FEE 2 : $1,550 NET ANNUAL FEE (Year 2 onwards) 3 : $2,800 SAMPLE 2 If "Net 1 st Year Fee" is negative it will be applied to the next year(s) admin fees www.webmerge.me www.webmerge.me 3 QPC Annual Fees ($2,800) – Estimated 2 nd and Subsequent Years RK Credit ($0) = $2,800 - $0 www.webmerge.me 6 | P a g e

Test Startup Safe Harbor PROPOSAL – John Hancock LETTER OF INTENT SAMPLE Test Startup Safe Harbor Please review the pricing assumptions made to generate this proposal. If there are any changes to be made, please let us know and we will update this proposal. Once this form is signed, it authorizes QPC to finalize and prepare a service agreement. www.webmerge.me PLEASE SIGN BELOW Plan Sponsor Title: {$Sponsor_Title} Plan Sponsor Name: {$Sponsor_Name} Plan Sponsor Signature SAMPLE /s1/ www.webmerge.me QPC SAMPLE www.webmerge.me 7 | P a g e

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