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| Services Multnomah Group services include the following: Plan Design • Consulting with the client on design issues • Design studies • Overseeing the document creation and maintenance • Annual design audit Vendor Selection • Benchmarking of current retirement solution verses the market • Full scale RFP management and analysis • Continually renewing RFI of existing contract and services to ensure appropriate pricing • Service agreement and fee negotiations Investment Consulting • Development of an Investment Policy Statement • Target trust allocation and rate-of-return • Security selection • Quarterly performance reporting • Implementation of target allocation and re-balancing • Registered Investment Advisors and co-fiduciaries • 100% Commission rebating Vendor Management • Coordination of custody, trust, actuarial, administration, and communication functions • Annual vendor quality audit • Annual revenue sharing audit • Quarterly trust performance to goal • Annual design audit Fee Audit and Commission Recapture • Benchmark plan fees to market • Disclose soft-dollar subsidies • Recapture of 12b-1 and dealer concessions 8-Point Total Fiduciary Review • Plan document • Plan design • Administration • Vendor quality • Investment Policy Statement • Cost structure • Participant education and behavior • Portfolio construction and investment selection |
