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6 months ago

Test plan Proposal

New proposal for Test plan from Bob Miller at

Test

Test plan PROPOSAL – VOYA Financial PRICING SUMMARY PRICING ASSUMPTIONS SETUP & PLAN DOCUMENT FEES - (FIRST YEAR) ANNUAL ADMINISTRATION FEES QPC AMOUNT SAMPLE Plan Assets – Estimated $8,000,000 Annual Contributions – Estimated $200,000 Number of Participants with Account Balance 119 AMOUNT Plan Design & Setup Fee $2,000 Initial Plan Document Fee $1,000 TOTAL GROSS SETUP FEE (one-time only): $3,000 AMOUNT SAMPLE Participant annual charges ($35 per ppt.) $4,165 Base annual administration $2,000 Document Maintenance Fee (Not selected if Amount is 0) $0 1 Please see Terms and Conditions for more details TOTAL GROSS ANNUAL FEE: $4,165 TOTAL GROSS SETUP & ANNUAL FEE: $9,915 LESS 1 st Year RK CREDIT (if any) 1 : $19,100 NET 1 st YEAR FEE 2 : $-9,185 NET ANNUAL FEE (Year 2 onwards) 3 : $-645 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 ($6,915) – Estimated 2 nd and Subsequent Years RK Credit ($7,560) = $6,915 - $7,560 www.webmerge.me 6 | P a g e

Test plan PROPOSAL – VOYA Financial LETTER OF INTENT Test plan SAMPLE 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. PLEASE SIGN BELOW Plan Sponsor Title: {$Sponsor_Title} Plan Sponsor Name: {$Sponsor_Name} Once this form is signed, it authorizes QPC to finalize and prepare a service agreement. www.webmerge.me SAMPLE Plan Sponsor Signature /s1/ www.webmerge.me QPC SAMPLE www.webmerge.me 7 | P a g e

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