What are the fees?

There are some fees to keep the account up and running. There is an annual flat fee will be $35 prorated quarterly and billed directly to your account at the end of each calendar quarter.

Plus, there’s an annual administrative fee of 0.30% to 0.38% of the account’s balance and fees for the investment option. Please see the Plan Disclosure for more information about fees.

Additional fees are added based on how you use the account:

  • $10 per year when you choose to opt out of electronic documents 

  • $2.50 per check withdrawal

  • $25 if a transfer fails or a check bounces

Any additional services may have extra fees.

Plan Disclosure