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The following criteria outlines the risk and performance measurements leveraged to provide a
recommendation on the status of an investment option. CBIZ RPS utilizes both Qualitative and
Quantitative metrics when making a determination on an investment’s status. Investment options
are categorized in accordance versus Morningstar peer rank in category.
5. How often are performance reports produced and delivered? How timely after a reporting
period is a performance report available from your firm? Please provide a sample
performance evaluation report during the finalist interviews.
Our Investment Monitoring Reports are proprietary products of CBIZ Retirement Plan Services and
are provided to clients at their chosen Investment Review frequency.
Investment due diligence is conducted on a quarterly basis approximately 4-6 weeks following
quarter-ending results upon which a client may be scheduled to receive their applicable Investment
Monitoring Report.
Please see the Exhibits Section for a copy of our CBIZ RPS Sample Investment Monitoring Reports.
6. Is your performance report produced in-house or by a third party?
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