Administrative Fee: $45 per year. Fee deducted from the account balance. (NOTE: If enrolling with an employer group, this fee may be paid in full, or in part, by your employer.)
Custodial Fee: 6.25 basis points per quarter (i.e., $0.625 per $1,000 every three months). Fees deducted from the account balance quarterly.
Blue Prairie Group Advisory Fee: 5 basis points per quarter (i.e., $0.50 per $1,000 every three months). Fees deducted from the account balance quarterly.
|Withdrawals via paper check||$10|
|Excess contribution correction||$25|
|Non-sufficient funds (NSF)||$30|
|Wire transfer (sent or received)||$25|
|Duplicate copy of tax document||$4|
|Transfer/rollover to another custodian||$25|
|Debit Card Fees (if applicable)|
|Replace lost or stolen debit card||$12|
|Additional charge (per card) for three or more debit cards||$6|
|Copy of debit card merchant receipt||$25|
|Terminate debit card access||$25|
There is no minimum balance required to open an account or obtain the annual percentage yield disclosed. Interest is credited monthly and based on the balance in your cash/debit card account. The interest rate available on your account is as follows.
|$25,000 or more||0.50%|
|$15,000 – $24,999.99||0.40%|
|$10,000 – $14,999.99||0.30%|
|$5,000 – $9,999.99||0.20%|
|$2,500 – $4,999.99||0.10%|
|$0 – $2,499.99||0.05%|