Pike RFP

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Pike Enterprises, LLC.
SCOPE OF SERVICES
3. CBIZ RPS Fee Schedule
CBIZ RPS shall receive the following compensation for providing the above Services:
(1) The fixed annual fee will remain in place for the 2017, 2018 and 2019 calendar years. Starting January 1,
2020 the fixed annual fee will increase 3% annually over the previous calendar year to compensate for the
increased business risk associated with (estimated) larger plan assets.
Optional/Additional Services:
Termination Compensation
CBIZ RPS does not expect to receive any compensation in connection with the termination of our contract
or arrangement with your plan. Services provided after the date of termination will be invoiced at an hourly
rate of $150-350.
Note: Additional services available upon request. Additional fees quoted at time of request.
Services CBIZ Fee
CBIZ RPS Fiduciary Services
 The 3(21) Fiduciary Registered Investment Advisory (RIA)
SolutionTM
 The Participant SolutionTM
CBIZ RPS Non-Fiduciary Services
 The Fiduciary Governance SolutionTM
 The Fee and Expense Documentation SolutionTM
 The Core Compliance & Administration SolutionTM
 $70,000 annual fee(1)
Services CBIZ Fee
 The Participant Advice SolutionTM  $1,200/day/advisor
 CBIZ Financial Wellness SolutionsTM  $23,000 annual fee
 The Comprehensive Compliance & Administration
Solution TM
 Additional $13,000 annual
fee
 The Mergers & Acquisition SolutionTM
 TBD based on the needs of
Pike – Typically $250-
350/hour
Additional consulting services not listed  $150 - 350/hour
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