Pike RFP

14. Consulting engagements in past 24 months (please describe type and

assets/participants involved)

CBIZ RPS has performed 170+ consulting relationships for clients in the past 24 months. CBIZ RPS

has provided clients a sample of the following comprehensive services as consulting engagements:

-Investment Assessment

-Fee Benchmarking Assessment

-Operational Compliance Review

-Plan Design Review

-Participant Health Analysis

-Financial Wellness Program Evaluation

These consulting projects/engagements have assisted over 200,000 participants and approximately

$5 billion in consulting assets under management.

15. As of January 1, 2017, participants in the plans you advise:

As of January 1, 2017 the following chart depicts the overall participants across business lines of

CBIZ RPS:

Qualified Defined Contribution

– More than approximately 1,861,351

Qualified Defined Benefit

– More than approximately 264,594

Other

– Approximately 1,000

16. What is your adviser/broker dealer affiliation?

CBIZ Financial Solutions, Inc. (“CFS”) dba CBIZ Retirement Plan Advisory Services is dually registered

as a broker/dealer and investment adviser. As a broker/dealer, CFS is a member of the Financial

Industry Regulatory Authority (“FINRA”) and the Securities Investment Protection Corporation

(“SIPC”).

17. Plan services you perform for retirement plans (identify all that apply)

• Committee Charter

• Written Service Contract/Guarantee

• Plan Governance Review

• Investment Reviews

• Vendor/Fee Review

• Vendor Search

• Investment Policy Statement

• Participant Communications and Education

• Other (please specify)

CBIZ Retirement Plan Services strives to be the most comprehensive retirement plan consultant in

the marketplace. Our consulting team is able to perform all services listed above. In addition, CBIZ

RPS is also able to provide the following additional services, as recommended to name a few.