Outsourced Administration "Pay-per-Use" Plan
|
PRIVATE |
PUBLIC |
Price Table Setup
|
$36 |
One time |
$70 |
Per upload |
Pier Pricing Setup
|
$120 |
One time |
|
N/A |
Tax & Currency Table Setup
|
$80 |
One time |
$80 |
One time |
Vesting Schedule Setup
|
$50 |
Per table |
$50 |
Per record |
Option Plan Table Setup
|
$140 |
Per plan |
$140 |
Per plan |
ESPP Plan Table Setup
|
|
N/A |
$120 |
Per plan |
ESPP Purchase Period Setup
|
|
N/A |
$40 |
Per period |
Employee Records Input/Update
|
$8 |
Per record |
$8 |
Per record |
Employee Records Load from Excel
|
$80 |
Per load |
$80 |
Per load |
Employee Tax & YTD Tax Load
|
|
N/A |
$5 |
Per record |
Terminations - Manual
|
$20 |
Per record |
$20 |
Per record |
Terminations Load & Reconciliation
|
$80 |
Per load |
$150 |
Per load |
New Grants Input
|
$9 |
Per record |
$9 |
Per record |
New Grants Load from Excel
|
$90 |
Per load |
$90 |
Per load |
Option Vesting Details Data Load
|
$80 |
Per load |
$80 |
Per load |
Grant Manual Modification
|
$45 |
Per record |
$45 |
Per record |
Grant Cancellation - Manual
|
$30 |
Per record |
$30 |
Per record |
Last Exercisble Date Changes
|
$12 |
Per record |
$12 |
Per record |
Grant Acceleration
|
$18 |
Per record |
$38 |
Per record |
Option Exercise
|
$20 |
Per exercise |
$20 |
Per exercise * |
Option Exercise Data Load
|
$80 |
Per load |
$120 |
Per load |
DWAC Instructions
|
|
N/A |
$45 |
Per occurrence |
Blackout Setup
|
|
N/A |
$50 |
Per occurrence |
LOA Vesting Freeze Setup
|
$90 |
Per occurrence |
$90 |
Per occurrence |
Repricing
|
$3 |
Per grant |
$5 |
Per grant |
Tax Deferral
|
|
N/A |
$30 |
Per record |
Options Outstanding Reconciliation
|
$180 |
Per occurrence |
$294 |
Per occurrence |
Repurchases
|
$20 |
Per record |
$20 |
Per record |
Forecast Table Setup
|
$200 |
Per record |
$220 |
Per record |
Grant Valuation Employees
|
$15 |
Per grant |
$18 |
Per grant |
Grant Valuation Non-Employees
|
$32 |
Per grant |
$35 |
Per grant |
Expense True-ups & Adjustment
|
$188 |
Per occurrence |
$188 |
Per occurrence |
Grant Modification Expense Adjustment
|
$60 |
Per record |
$85 |
Per record |
Expenses Data Load
|
$95 |
Per load |
$110 |
Per load |
ESPP Subscription (On/Off)
|
|
N/A |
$5 |
Per record |
ESPP Subscription Date Price Check
|
|
N/A |
$5 |
Per record |
ESPP Contributions Data Input
|
|
N/A |
$5 |
Per contribution |
ESPP Contributions Load
|
|
N/A |
$120 |
Per load |
ESPP Purchase
|
|
N/A |
$480 |
Per purchase period |
ESPP Withdrawal / Refunds
|
|
N/A |
$8 |
Per occurrence |
Insider Transaction Setup
|
|
N/A |
$65 |
Per insider |
SEC Forms 3, 4 & 5 Input
|
|
N/A |
$60 |
Per form |
Reports Run & PDF
|
$48 |
Per report |
$68 |
Per report |
Export to Excel Any Table / Report
|
$40 |
Per table |
$60 |
Per table |
Stock Split
|
|
N/A |
$230 |
Per split date |
Data Maintenance & Backup
|
$80 |
Per occurrence |
$80 |
Per occurrence |
Other Admin Services
|
$115 |
Per hour |
$115 |
Per hour |
*PASS TROUGH CHARGES: third party charges related to option exercises: broker exercise fees, wire transfer fees, DWAC fees and custody fees are passed on to individual option holders and/or issuer upon exercise
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