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8F Consent 2009 0518
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8F Consent 2009 0518
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Last modified
5/15/2009 10:48:02 AM
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5/15/2009 10:48:00 AM
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CM City Clerk-City Council
CM City Clerk-City Council - Document Type
Staff Report
Document Date (6)
5/18/2009
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PERM
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_CC Agenda 2009 0518
(Reference)
Path:
\City Clerk\City Council\Agenda Packets\2009\Packet 2009 0518
Reso 2009-067
(Reference)
Path:
\City Clerk\City Council\Resolutions\2009
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1~'~'~QFT <br />EXHIBIT 1B <br />FEES FOR SERVICES <br />PARS will be compensated for performance of Services, as described in Exhibit lA based <br />upon the following schedule: <br />(A) An annual asset fee paid from Plan assets based on the following schedule: <br />For Plan Assets from: Anneal Rate: <br />$0 to $10,000,000 0.25% <br />$10,000,001 to $15,000,000 0.20% <br />$15,000,001 to $50,000,000 0.15% <br />$50,000,001 and above 0.10% <br />Annual rates are subject to a monthly minimum equal to $400.00. Annual rates are <br />prorated and paid monthly. The annual asset fee shall be calculated by the following <br />formula [Annual Rate divided by 12 (months of the year) multiplied by the Plan <br />asset balance at the end of the month]. Trustee and Investment Management Fees <br />are not included. <br />(B) A fee equal to the out of pocket costs charged to PARS by an outside contractor for <br />formatting contribution data on to a suitable magnetic media, charged only if the <br />contribution data received by PARS from the Agency is not on readable magnetic <br />media ("Data Processing Fee"). <br />Page 6 <br />
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