CSD-RT RFP Recordkeeping_Administration Services Response 3-

Securities and Investment Advisor Services offered through: CBIZ Financial Solutions, Inc.

Member FINRA, SIPC and Registered Investment Advisor

6050 Oak Tree Blvd., Suite 500, Cleveland, Ohio 44131 – (800) 404-6033

The Fiduciary Risk Manager

CBIZ Retirement Plan Services

6050 Oak Tree Blvd., Suite 500

Cleveland, Ohio 44131

(800) 404-6033

CSD Retirement Trust

Investment Review

As of December 31, 2016