Pike RFP

As noted in the table found in Question #3 of the RFP Response, CBIZ RPS consults as a Registered

Investment Advisor on total plan assets of $13.1 billion. CBIZ RPS provides retirement plan

consulting services on total plan assets of $100 billion.

CBIZ RPS provides retirement plan consulting services to over 4,000 clients (approx. 3,000+

Advisory, 400 Administration, and 600 Actuarial) with budgeted revenue for the year 2017 in excess

of $72.4M.

a) Average plan retention (years), number of new plans added in past 24 months and

number of plans lost in past 24 months.

CBIZ RPS is proud to leverage an approximate 8.5 year or 96% retention rate for clients. For those

plans similar in size, scope and scale to Pike, CBIZ Retirement Plan Services has added 253

retirement plan clients nationally in the last 24 months. Additionally, for the period ending

December 31, 2016, CBIZ Retirement Plan Services has been terminated by 118 clients nationally.

Many of the lost plans have been as a result of acquisition activity and client plans rolling into the

new/larger PEO/parent company.

9. As of January 1, 2017, describe the breakdown of your current business (please give the

number of plans in each segment and by type)

Less than $50,000,000

– 2,223 plans

$50,000,000 to $100,000,000

– 76 plans

$100,000,000 to $500,000,000

– 52 plans

Over $500,000,000

– 35 plans

As of January 1, 2017, please provide total assets under advisement (please round to the

nearest million) Total assets under advisement:

Nationally, CBIZ Retirement Plan Services consults as a Registered Investment Advisor on total plan

assets of $13.1 billion. CBIZ RPS provides retirement plan consulting services on total plan assets

under management of $100 billion.

Qualified Defined Contribution (% of business)

- $30 billion (DC Advisory/Admin)

Qualified Defined Benefit (% of business)

- $65 billion (DB Advisory/Actuarial/Admin)

Other (% of business)

- $5 billion

13. Retirement Adviser Compensation, please give % of retirement plan revenue derived from

each other the past months:

Please see our corresponding responses for approximate compensation structures:

Commissions:

Less than 2% of legacy/historic relationships (currently repapering to Fee

Based ongoing)

Fees based on Assets:

47%

Fees based on Service/Project:

61%