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For Lively products <br />$0.00 <br />The Implementation fee includes the <br />creation of a draft Plan Document, a draft <br />Summary Plan Description, and <br />participant debit cards. The Account <br />Implementation Fee also covers the Plan <br />Year as defined on this Pricing Exhibit <br />and is due the first invoice month after <br />contracts are signed <br />r <br />Optional ,Pease' <br />10-t <br />3 <br />Plan Amendment / Document <br />$250 per <br />Optional service provided upon written <br />Changes <br />occurrence <br />request from Employer. Fees are due <br />when service is rendered. <br />Customizations / custom work <br />$185/hr <br />Any custom work for Employer will <br />need to be agreed to with a separate <br />statement of work but such work shall be <br />charged at the rate listed on the left, if <br />applicable. <br />Printing & mailing <br />At cost <br />Reimbursement of all printing and <br />mailing of physical collateral not legally <br />or regulatorily required that Employer <br />asks from Lively. <br />In -Person travel <br />$500/day + cost of <br />In cases where Employer asks Lively to <br />actual expenses <br />join for in-person or on-site visits, Lively <br />to charge the fee on the left plus the cost <br />of actual expenses to be billed in the <br />month such expense is incurred. <br />Virtual meetings <br />Included <br />No charge for virtual meetings. <br />Transactional Fees: <br />Non -Sufficient Funds (NSF) Fees <br />$50 per occurrence <br />Each declined transaction due to <br />insufficient funds in employer funding <br />account will result in a $50 charge billed <br />to the employer <br />Data for Form 5500 <br />Included <br />Lively will provide the data to populate <br />IRS Form 5500 at no extra cost, at least <br />90 days before Form 5500 filing deadline <br />date <br />Other Card Costs <br />At Cost <br />Pass-thru costs for Rush Order or pulling <br />cards once processed. Optional service <br />provided upon written request from <br />Employer. <br />A TRUE COPY <br />CERTIFICATION ON LAST PAGE <br />RYAN L. BUTLER, CLERK <br />