2021 PLANSPONSOR BEST IN CLASS DC PROVIDERS RECORDKEEPING PLATFORM SPONSOR PARTICIPANT SERVICES SERVICES AND SUPPORT INVESTMENTS AND FEES Small Market - B: Plan Assets >$25mm - $50mm (Minimum of 20 responses; Best in Class benchmark of 70%) Ascensus Charles Schwab Empower Retirement John Hancock Newport OneAmerica The Standard Voya Financial 26 73% 21 67% 22 71% 20 40% 25 63% 21 75% 21 89% 21 63% Charles Schwab Empower Retirement John Hancock Milliman, Inc. Newport OneAmerica Voya Financial 23 87% 29 63% 38 72% 20 33% 24 58% 22 45% 22 85% 20 82% Empower Retirement Fidelity Investments Milliman, Inc. OneAmerica Principal Financial Group T. Rowe Price 20 42% 32 47% 15 13% 25 57% 16 44% 16 57% 16 40% l l l l Midsize Market: Plan Assets >$50mm - $200mm (Minimum of 20 responses; Best in Class benchmark of 70%) Ascensus l l Large Market: Plan Assets >$200mm - $1b (Minimum of 15 responses; Best in Class benchmark of 70%) Charles Schwab l PLANSPONSOR.COM December 2021 - January 2022 25 # 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