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1 month ago

KC Smokehouse Proposal

New proposal for KC Smokehouse from Bob Miller at

KC

KC Smokehouse PROPOSAL – VOYA Financial PRICING SUMMARY PRICING ASSUMPTIONS SETUP & PLAN DOCUMENT FEES - (FIRST YEAR) ANNUAL ADMINISTRATION FEES AMOUNT SAMPLE Plan Assets – Estimated $7,000,000 Annual Contributions – Estimated $300,000 Number of Participants with Account Balance 300 www.webmerge.me 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 ($25 per ppt.) $7,500 Base annual administration $2,000 Audit Assistance (if nbr of participants is > 100) $750 www.webmerge.me Document Maintenance Fee (Not selected if Amount is 0) $0 TOTAL GROSS ANNUAL FEE: $7,500 1 Please see Terms and Conditions for more details QPC LESS 1 st Year RK CREDIT (if any) 1 : $18,650 TOTAL GROSS SETUP & ANNUAL FEE: $13,250 NET 1 st YEAR FEE 2 : $-5,400 NET ANNUAL FEE (Year 2 onwards) 3 : $3,410 SAMPLE 2 If "Net 1 st Year Fee" is negative it will be applied to the next year(s) admin fees 3 QPC Annual Fees ($10,250) – Estimated 2 nd and Subsequent Years RK Credit ($6,840) www.webmerge.me 6 | P a g e

KC Smokehouse PROPOSAL – VOYA Financial LETTER OF INTENT KC Smokehouse 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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