Pike RFP

CBIZ

Retirement

Plan Services

Investments and advisory services offered through CBIZ Financial Solutions, Inc., Member

FINRA, SIPC and SEC Registered Investment Adviser, dba CBIZ Retirement Plan Advisory

Services. CBIZ Financial Solutions, Inc. is a subsidiary of CBIZ, Inc. (NYSE Listed: CBZ)

CBIZ Financial Solutions, Inc. is a subsidiary of CBIZ, Inc. (NYSE Listed: CBZ)

6050 Oak Tree Blvd. S., Suite 500 • Cleveland, OH 44131

The CBIZ 401(k) Benchmark Assessment

™

This process ensures that your plan is reasonably priced, plan investments are appropriate

and plan sponsors are minimizing their fiduciary risk.

Plan Sponsors are responsible for an increasing number of duties under federal law in relation to the management

of their retirement plan(s). Of the six primary risk areas, none have come under more scrutiny and litigation than

the fees and expenses of the plan and its’ investments. In regards to the CBIZ 401(k) Benchmark Assessment

™

, CBIZ

will perform an in-depth analysis of your plan’s fees and investment platform and benchmark your plan against our

proprietary database of plans similar to yours.

CBIZ will document and deliver our findings and recommendations to you. We view our cost as an investment

in the relationship in order to demonstrate our value and capabilities. The CBIZ 401(k) Benchmark

Assessment

will give you confidence that you’re implementing best practices to lower

fiduciary risk and improve the retirement outcomes of participants.

Learn more at

retirement.cbiz.com

or call (866) 560-2431.

RISK MANAGER

™

the CBIZ

FEES & EXPENSES

•Review fees and

expenses

•Benchmark plan fees

•Negotiate fees with

service provider

plan sponsor

•Adherence to fiduciary best practices

•Reduced risk

•Streamlined operations

EMPLOYEES

•Reduced fees and expenses

•More satisfied employees who are better

prepared for retirement

INVESTMENTS

•Evaluate investment

lineup for adequate

diversification

•Benchmark investments

FIDUCIARY GOVERNANCE

•Review fiduciary governance

documentation

•Evaluate fiduciary governance

process and adhere to

established processes

Our Process

Your Benefits