Plan Design Allows in-plan Roth conversions l Yes l No l Unsure 24.7% 19.0% 31.2% 44.2% Without adviser 44.1% With adviser Investment Menu Options Plan offers indexed/passive investments l Yes l No l Unsure 25.8% 39.6% 13.2% Without adviser With 3(38) fiduciary adviser With 3(21) fiduciary adviser With nonfiduciary adviser How often the plan's investment options get formally reviewed l Quarterly l Twice per year l Annually l Less than once a year l Unsure 1.4% 13.3% 26.7% 14.3% 10.5% 35.2% Without adviser 16.9% With 3(38) fiduciary adviser With 3(21) fiduciary adviser With nonfiduciary adviser With adviser - unsure of type Participants | Spring 2023 | planadviser.com 21 32.4% 43.7% 16.0% 66.0% 55.9% 8.8% 43.4% 17.7% 1.4% 0.7% 5.6% 16.0% 5.9% 5.9% 23.5% 5.3% 29.2% With adviser - unsure of type 47.3% 12.1% 62.1% 20.3% 12.0% 67.7% 31.0% 24.1% 44.8% 59.4% 31.3% 9.4% Without adviser With adviser 36.9% 29.2% 69.8% 77.9% Offers an employer match contribution l Yes l No l Unsure 0.6% 1.0% 21.6% 4.4%http://www.planadviser.com