2022 PLANSPONSOR DC SURVEY 2022 PLANSPONSOR DC Best in Class Awards RECORDKEEPING PLATFORM PARTICIPANT SERVICES SPONSOR SVCS AND SUPPORT INVESTMENTS AND FEES Plan Assets >$25mm - $50mm (Minimum of 15 responses; Best in Class benchmark of 70%) Ascensus Empower Retirement Newport OneAmerica Schwab Rtrmt Plan Svcs Transamerica Voya Retirement 26 22 23 17 20 16 21 50% 9% 59% 7% 53% 13% l 45% l l l l l Plan Assets >$50mm - $200mm (Minimum of 15 responses; Best in Class benchmark of 70%) Ascensus Empower Retirement Milliman, Inc. Newport OneAmerica Principal Financial Grp Schwab Rtrmt Plan Svcs Transamerica T. Rowe Price Voya Retirement 23 35 20 17 20 17 33 19 17 20 5% 44% 40% -20% 20% 6% 48% -6% -41% 60% l l l l l Plan Assets >$200mm - $1b (Minimum of 10 responses; Best in Class benchmark of 70%) Empower Retirement Fidelity Investments Milliman, Inc. Principal Financial Grp Schwab Rtrmt Plan Svcs Voya Retirement 29 14 16 14 36 13 17% -29% 50% -14% 50% 54% l l l 26 PLANSPONSOR.COM December 2022 - February 2023 # Responses Overall Net Promoter Score® Percentage 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 transparency *http://www.PLANSPONSOR.COM