2022 PLANSPONSOR DC SURVEY 2022 PLANSPONSOR DC Best in Class Awards RECORDKEEPING PLATFORM SPONSOR PARTICIPANT SERVICES SERVICES AND SUPPORT INVESTMENTS AND FEES Plan Assets >$25mm - $50mm (Minimum of 15 responses; Best in Class benchmark of 70%) Ascensus Charles Schwab Empower Retirement Newport OneAmerica The Standard Transamerica Voya Retirement 26 21 22 23 17 16 17 22 Charles Schwab Empower Retirement Milliman, Inc. Newport OneAmerica Principal Financial Grp Transamerica T. Rowe Price Voya Retirement 24 35 37 22 19 20 19 22 18 21 69% 86% 82% 74% 59% 94% 24% 82% 46% 80% 87% 77% 68% 75% 42% 59% 78% 91% l l l l l l l l l l Plan Assets >$50mm - $200mm (Minimum of 15 responses; Best in Class benchmark of 70%) Ascensus l l Plan Assets >$200mm - $1b (Minimum of 10 responses; Best in Class benchmark of 70%) Charles Schwab Empower Retirement Fidelity Investments Milliman, Inc. Principal Financial Grp Voya Retirement *Net Promoter Score® 37 29 14 16 15 13 87% 66% 36% 88% 73% 92% : positive % = more promoters than detractors; negative % = more detractors than promoters; 0% = equal promoters and detractors. 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