Pike RFP

• Assist in determining whether the Plan’s current service provider arrangement is

reasonable in respect to the price and quality of the services received in accordance with

the fiduciary standards under ERISA

• Assist the Committee and outside advisors in ascertaining whether the Plan’s current

employee communications program and disclosures concerning the Plan’s investment

options are sufficient for the fiduciaries to comply with ERISA Section 404(c) and obtain

the protection and relief it offers

• Assist in evaluating Plan expenses to determine that various plan expenses are being

paid for properly; specifically, that “settlor” expenses are being paid for by the plan

sponsor and not out of the plan assets

• Assist in reviewing plan documents, enrollment brochures, loan procedures and other

recordkeeping functions to determine if the plan is being administered in accordance

with the plan documents

• Provide in-person education during Committee meetings for its members covering “best

practices,” fiduciary duties, etc.

Confirming CBIZ RPS is able to provide retirement plan consulting services to satisfy the

requirements found in the above bullet points.

Section E – References

Please provide a representative qualified defined contribution plan client list unique to

the team proposed for the Plan and Committee.

Above and beyond the supplied Reference List as found in the Exhibits Section, CBIZ RPS is happy to

furnish a representative client list upon further (Finalist) stages of the RFP process.

2. Please provide at least two clients for companies which utilized your services where the

lead Investment Advisor Consultant(s) would be the same as the lead Investment Advisor

Consultant(s) proposed for this engagement. Also, provide any background information on

the scope of the work you have performed and any relevant results. Please include clients

who have the following characteristics.

• Two new clients (less than one year)

• Two clients with at least a two-year relationship

• Two clients with comparable assets to the Plan

Please see the included Client Reference List found in the Exhibits Section.

Section F – Service Agreement

1. Please provide what your standard period is for terminating any service agreement.

CBIZ Retirement Plan Services observes an “at-will” contract type for all client relationships.

Client/participant satisfaction is our ultimate goal and if we haven’t shown value to our clients, we

ask for 30-day termination notice. It is our opinion that client’s shouldn’t be locked into long-term

contracts for sub-par services.