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<br />ProcessWorks, Inc. <br />P. O. Box 2490 <br />Brookfield, Wisconsin 53008-2490 <br />www.processworks.com <br />The City of Santa Ana,CA <br />Section 125 Flexible Spending Account Plan Fee Schedule-Scarsdale Equities LLC <br /> <br />IMPLEMENTATION <br />. Implementation <br />- Plan design consultation and annual review <br />- Plan Document <br />- Surnmary Plan Description (SPD) (master copy) <br />- Adoption Resolution <br />- Flex Benefit Plan employee educational CD-ROM (one copy included) <br />Additional copies available upon request <br />- Employer Flex Resource Manual <br />. Annual nondiscrimination testing <br />. Newsletters and bulletins on regulatory changes and other newsworthy <br />items <br />. Customer Care Center phone support (Spanish assistance available) <br />. Annual enrollment (see choice of annual enrollment options below) <br /> <br />First Year Fee <br />$750 <br /> <br />RENEWAL <br />. Annual nondiscrimination testing <br />. Updated Plan Document and Summary Plan Description as required for <br />inclusion of governmental regulatory changes <br />. Newsletters and bulletins on regulatory changes and other newsworthy <br />items <br />. Customer Care Center phone support (Spanish assistance available) <br />. Annual enrollment (see choice of annual enrollment options below) <br /> <br />Renewal Fee <br />$750 <br /> <br /> <br />ANNUAL ENROLLMENT OPTIONS <br /> <br />1. Internet and Interactive Voice Resvonse (lVR) FSA Enrollments <br />This enrollment option allows employees to enroll at their convenience <br />using the Internet or touch-tone phone. Our Internet and interactive voice <br />response (IVR) systems were designed with the end-user in mind, making it <br />quick and easy for employees to enroll 24 hours a day, 7 days a week. <br /> <br />Our system is set up according to the client's plan design. Master <br />enrollment materials provided for client duplication includes an employee <br />communication piece, Internal Revenue Service regulation changes and <br />instructions for Internet and IVR system usage. Customer Care Center <br />representatives are available Monday through Friday, 7:00 AM to 5:00 PM, <br />Central Time to answer enrollment questions, Spanish assistance is <br />available. Confmnation statements are provided electronically or via mail <br />to employees' homes. Weekly progress reports indicating which employees <br />have completed their elections are provided. An additional $3 service <br />charge applies for each paper enrollment form received by Process Works <br />for manual processing. <br /> <br />2. Paver I Svreadsheet Enrollments <br />This enrollment option is for clients who prefer traditional paper-based <br />enrollments. Master enrollment materials provided for client duplication <br />include an employee communication piece, enrollment form and Internal <br />Revenue Service regulation changes, Customer Care Center representatives are <br />available Monday through Friday, 7:00 AM to 5:00 PM, Central Time to answer <br />enrollment questions. Spanish assistance is available. Flexible spending account <br />