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8 months ago

Marshfield Electric Proposal

New proposal for Marshfield Electric from Seth Larner at

PRICING SUMMARY PRICING

PRICING SUMMARY PRICING ASSUMPTIONS Includes: SAMPLE • Standard or non-standard plan document • Summary plan description • Corporate resolution • Administrative documents in accordance with plan provisions • Input plan specifications into pension software system • Input employee records and account balances into pension software system AMOUNT Plan Assets – Estimated $2,000,000 Annual Contributions – Estimated $100,000 Number of Participants with Account Balance 20 SETUP & PLAN DOCUMENT FEES - (FIRST YEAR) Plan Design & Setup Fee $1,000 ANNUAL ADMINISTRATION FEES www.webmerge.me SAMPLE Initial Plan Document Fee $0 TOTAL GROSS SETUP FEE (one -time only): $1,000 www.webmerge.me Participant annual charge (30) $600 Base fee for plan administration $1,500 TOTAL GROSS ANNUAL FEE: $2,100 TOTAL GROSS SETUP & ANNUAL FEE: $3,100 LESS 1 st Year RK CREDIT (if any) 1 : $5,500 NET 1 st YEAR FEE 2 : $-2,400 SAMPLE NET ANNUAL FEE (Year 2 onwards) 3 : $1,100 www.webmerge.me

PRICING SUMMARY SAMPLE Transactional Fees and Services AMOUNT Preparation of participant loan* $75.00 www.webmerge.me Preparation of participant distribution* $75.00 Preparation of hardship withdrawal* $150.00 Plan amendments/summary of material modifications $250.00 Cross Tested Calculations and Compliance Testing $450.00 Employee meetings time and charges *It is customary to have the participants pay for these charges SAMPLE www.webmerge.me SAMPLE 1 Please see Terms and Conditions for more details 2 If "Net 1 st Year Fee" is negative it will be applied to the next year(s) admin fees 3 Compass Annual Fees ($2,100) – Estimated 2 nd and Subsequent Years RK Credit ($1,000) www.webmerge.me

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