Savings Rates*
| Account | Rate |
|---|---|
| $0.00 – $499.99 | 0.00% |
| $500 – $2,499.99 | 0.15% |
| $2,500 – $4,999.99 | 0.25% |
| $5,000 – $14,999.99 | 0.35% |
| >$15,000 | 0.50% |
Resources
Fee Schedule*
Disbursements (Normal & Excess Contributions) |
|
Paper Disbursement |
$1.50 |
Contributions |
|
Minimum Opening Deposit |
None1 |
Other |
|
Account Close |
$25 |
Paper Statements (Monthly) |
$2 |
NFS Deposit/Withdrawal |
$15 |
Reporting |
|
1099 or 5498 Reprint |
$5 |
Corrected 1099 or 5498 |
$25 |
See the entire fee schedule in this Fees Document (pdf).
*As of 1/1/2011. Subject to change. Contact your Plan Service Provider for a comprehensive fee schedule.
1Once the account balance reaches $25, a $25 minimum balance must be maintained as long as the account is open.
Note: Additional fees will apply for mutual fund investments.
