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ABC Company Retirement Plan

Disclosures

This market commentary is a publication of CBIZ Financial Solutions, Inc and Envestnet | PMC. It should not be regarded as a complete analysis of the subjects discussed. All

expressions of opinion reflect the judgment of the authors on the date of publication and are subject to change. Information presented should not be construed as personalized

investment advice or as an offer to buy or sell, or a solicitation of any offer to buy or sell the securities mentioned.

Domestic Equity: Large Blend: Russell 1000 Index. Large Value: Russell 1000 Value. Large Growth: Russell 1000 Growth. Mid Blend: Russell Mid Cap. Mid Growth: Russell Mid

Cap Growth. Mid Value: Russell Mid Cap Value. Small Blend: Russell 2000. Small Growth: Russell 2000 Growth. Small Value: Russell 2000 Value. Source: Bloomberg

Fixed Income: Bloomberg Barclays Treasury 5-7 Yr. Index. Bloomberg Barclays U.S. Corporate 5-10 Yr. Bloomberg Barclays High Yield. Bloomberg Barclays Municipals. Bloomberg

Barclays Global Aggregate ex-U.S. Bloomberg Barclays U.S. Aggregate. Bloomberg Barclays U.S. MBS. Source: Bloomberg

Sector Return: Materials, Utilities, Industrials, Financials, Consumer Discretionary, Health Care, Real Estate, Consumer Staples, Energy, Telecommunications, Information

Technology. Source: Bloomberg

Market Valuation: S&P 500 Index. Source: Bloomberg

Internationals: MSCI ACWI NR LCL, MSCI ACWI NR USD, MSCI ACWI Ex USA NR LCL, MSCI ACWI Ex USA NR USD, MSCI EAFE NR LCL, MSCI EAFE NR USD, MSCI Europe Ex UK NR

LCL, MSCI Europe Ex UK NR USD, MSCI Pacific Ex Japan NR LCL, MSCI Pacific Ex Japan NR USD, MSCI EM NR LCL, MSCI EM NR USD, MSCI United Kingdom NR LCL, MSCI United

Kingdom NR USD. Source: Morningstar

Different types of investments involve varying degrees of risk, and there can be no assurance that any specific investment or strategy will be suitable or profitable for an

investor’s portfolio. All investments have the potential for profit or loss. Past performance does not guarantee future returns.

Index returns do not represent the performance of CBIZ Financial Solutions, Inc. or any of its advisory clients. Historical performance results for investment indexes and/or

categories, generally do not reflect the deduction of transaction and/or custodial charges or the deduction of an investment advisory fee, the incurrence of which would have the

effect of decreasing historical performance results. There can be no assurances that an investor’s portfolio will match or outperform any particular benchmark.

CBIZ Financial Solutions, Inc. is a wholly owned subsidiary of CBIZ, Inc. (CBZ), a publicly traded corporation on the NYSE that is headquartered in Cleveland, Ohio. Investments

and advisory services are offered through CBIZ Financial Solutions, Inc., member FINRA, SIPC, and SEC Registered Investment Adviser, dba CBIZ Retirement Plan Services (CBIZ

RPS). The firm only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements. SEC registration does not constitute an

endorsement of the firm by the Commission nor does it indicate that the adviser has attained a particular level of skill or ability.