Milliman, Inc. # of retirement plan adviser interactions Interactions vs. Adviser Recommendations 49 Nationwide # of retirement plan adviser interactions 133 Interactions vs. Adviser Recommendations Newport # of retirement plan adviser interactions 146 Interactions vs. Adviser Recommendations 53% Multiple interactions 50% Recommend rate Overall Service Quartiles, by Plan Assets <$5mm - $5mm - $50 mm >$50mm - $200mm Highest Rated Areas of Service Plan design customization and flexibility 27% Regulatory and compliance support Fee clarity and disclosure Fee structure for advisers Quality of client service teams 27% 23% 19% 12% 54% Multiple interactions 40% Recommend rate Overall Service Quartiles, by Plan Assets <$5mm $5mm - $50 mm >$50mm - $200mm Highest Rated Areas of Service Fee clarity and disclosure Value for price Participant call centers Participant website and online tools Plan sponsor website and reporting 57% Multiple interactions 40% Recommend rate 7% 6% 4% 3% 3% Overall Service Quartiles, by Plan Assets <$5mm $5mm - $50 mm >$50mm - $200mm Highest Rated Areas of Service Plan design customization and flexibility 20% Web tools for advisers Payroll integration Plan sponsor website and reporting Regulatory and compliance support 17% 12% 12% 10% OneAmerica # of retirement plan adviser interactions 164 Interactions vs. Adviser Recommendations Paychex, Inc. # of retirement plan adviser interactions 144 Interactions vs. Adviser Recommendations Principal Financial Group # of retirement plan adviser interactions 290 Interactions vs. Adviser Recommendations 63% Multiple interactions 45% Recommend rate Overall Service Quartiles, by Plan Assets <$5mm $5mm - $50 mm >$50mm Highest Rated Areas of Service Plan design customization and flexibility 13% Regulatory and compliance support Quality of client service teams Adviser sales and marketing support Enrollment materials and support 13% 12% 10% 10% 58% Multiple interactions 15% Recommend rate Overall Service Quartiles, by Plan Assets <$5mm $5mm - $50 mm >$50mm Highest Rated Areas of Service Payroll integration Web tools for advisers Fee structure for advisers Plan sponsor website and reporting Value for price 81% Multiple interactions 60% Recommend rate - - 11% 4% 2% 2% 1% Overall Service Quartiles, by Plan Assets <$5mm $5mm - $50 mm >$50mm Highest Rated Areas of Service Adviser sales and marketing support Enrollment materials and support 15% 15% Financial education / Financial wellness 14% Participant call centers Quality of client service teams 14% 14% planadviser.com September-October 2020 | 21http://www.planadviser.com