2021 PLANSPONSOR BEST IN CLASS DC PROVIDERS 2021 PLANSPONSOR DC BEST IN CLASS AWARDS Best in Class Award Service Commendation l Provider failed to meet the minimum quota for rating in the designated service category RECORDKEEPING PLATFORM SPONSOR PARTICIPANT SERVICES SERVICES AND SUPPORT INVESTMENTS AND FEES Micro Market: Plan Assets <$5mm (Minimum of 25 responses; Best in Class benchmark of 70%) Ascensus CUNA Mutual Group Empower Retirement John Hancock Newport OneAmerica Securian Financial The Standard Voya Financial 39 68% 35 35% 39 41% 134 24% 28 75% 27 54% 29 52% 30 62% 28 69% Small Market - A: Plan Assets $5mm - $25mm (Minimum of 20 responses; Best in Class benchmark of 70%) Ascensus BOK Financial Charles Schwab CUNA Mutual Group Empower Retirement John Hancock Newport OneAmerica Securian Financial The Standard Voya Financial 59 73% 34 79% 21 62% 37 30% 34 32% 27 33% 29 52% 30 55% 28 77% 41 66% 39 58% 24 PLANSPONSOR.COM December 2021 - January 2022 # Responses % Service Star nominations Plan administration Plan design flexibility Systems integration Online/Mobile retirement planning tools Online/Mobile financial wellness offerings In-person/Virtual participant support Enrollment materials and support Print/Digital communications and education Website, reporting and tools Account/Client service teams Investment options Fee value and transparencyhttp://www.PLANSPONSOR.COM