Clark Consulting Performance Goals and Allocation Level Worksheet for Plan Contributions
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Summary
This document outlines the performance goals and allocation levels used by Clark Consulting to determine plan contributions for employees. It specifies how points are awarded based on financial metrics such as Return on Assets, Return on Equity, Asset Growth Rate, and Increase in Earnings per Share. The total points achieved correspond to a percentage of compensation contributed to the plan, with higher performance resulting in higher contributions. The worksheet is used to assess annual performance and allocate benefits accordingly.
EX-10.2 3 l32032aexv10w2.htm EX-10.2 EX-10.2 
Exhibit 10.2
Performance Goals / Allocation Level Worksheet
Allocation Level (based on achieving specified performance goals as indicated)
| Points from | Annual Focus | Weighted | ||||||||||||
| Performance Objective | Below | Weighting | Point Total | |||||||||||
Return on Assets (ROA): | 3 | 20.00 | % | 0.60 | ||||||||||
Return on Equity (ROE): | 3 | 30.00 | % | 0.90 | ||||||||||
Asset Growth Rate: | 3 | 20.00 | % | 0.60 | ||||||||||
Increase in Earnings per Share: | 3 | 30.00 | % | 0.90 | ||||||||||
TOTAL: | 12 | 100.00 | % | 3.00 | ï TOTAL WEIGHTED PERFORMANCE POINTS | |||||||||
| Return on Assets(ROA) | ||||||||
| Target Goal | Target Range | Points | ||||||
0.00% | < 1.04% | 0 | ||||||
| 1.04% | 1.04%-1.13% | 1 | ||||||
| 1.14% | 1.14%-1.23% | 2 | ||||||
| 1.24% | 1.24%-1.33% | 3 | x | |||||
| 1.34% | 1.34%-1.43% | 4 | ||||||
| 1.44% | 1.44%+ | 5 | ||||||
| Return on Equity(ROE) | ||||||||
| Target Goal | Target Range | Points | ||||||
| 0.00% | < 7.50% | 0 | ||||||
| 7.50% | 7.50%-8.24% | 1 | ||||||
| 8.25% | 8.25%-9.24% | 2 | ||||||
| 9.25% | 9.25%-9.84% | 3 | x | |||||
| 9.85% | 9.85%-10.99% | 4 | ||||||
| 11.00% | 11.00%+ | 5 | ||||||
| Asset Growth Rate | ||||||
| Target Goal | Target Range | Points | ||||
| 0.00% | < 4.50% | 0 | ||||
| 4.50% | 4.50%-5.49% | 1 | ||||
| 5.50% | 5.50%-6.49% | 2 | ||||
| 6.50% | 6.50%-8.49% | 3 | x | |||
| 8.50% | 8.50%-10.49% | 4 | ||||
| 10.50% | 10.50%+ | 5 | ||||
| Increase in Earnings per Share | ||||||||
| Target Goal | Target Range | Points | ||||||
| 0.00% | < 1.00% | 0 | ||||||
| 1.00% | 1.00%-1.99% | 1 | ||||||
| 2.00% | 2.00%-3.99% | 2 | ||||||
| 4.00% | 4.00%-4.99% | 3 | x | |||||
| 5.00% | 5.00%-6.49% | 4 | ||||||
| 6.50% | 6.50%+ | 5 | ||||||
An “x” indicates projected performance level.
| Securities offered through Clark Securities, Inc., DBA CCFS, Inc. in Texas. | ||||
| Copyright © 2004 Clark Consulting | Member NASD & SIPC. Los Angeles, California 90071-2086. Ph: 213 ###-###-####. | |||
Page 10
Benefit Allocation Grid
Allocation Levels (based on achieving specified performance goals)
| Performance Point Range | Plan Contribution, | ||
| (from Allocation Level Worksheet ) | as Percent of Compensation | ||
| 0.00-0.99 | 0.00% | ||
| 1.00-1.99 | 2.50% | ||
| 2.00-2.99 | 4.25% | ||
| 3.00-3.99 | 8.00% | ||
| 4.00-4.99 | 9.75% | ||
| 5.00+ | 11.50% |
| Securities offered through Clark Securities, Inc., DBA CCFS, Inc. in Texas. | ||||
| Copyright © 2004 Clark Consulting | Member NASD & SIPC. Los Angeles, California 90071-2086. Ph: 213 ###-###-####. | |||
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