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74 <br />Sponsor, enrollment form, follow-up communication and other appropriate materials. Participants can <br />enroll in the Managed Account Service through an online website (accessed through the Plan’s participant <br />website or enrollment site), Adviser’s investment adviser representatives or by returning an enrollment form. <br />3.2 Ongoing Communications. <br />3.2.1 Communication and ongoing maintenance includes monitoring the use of <br />Services, and integrating Services communications into the Plan’s overall communications campaign, <br />including enrollment materials, forms, web site, and group meetings. <br />3.2.2 As part of a Participant’s enrollment in the Managed Account Service, the <br />Participant will receive the Managed Account Service welcome kit shortly after enrollment. The Participant <br />will receive an annual kit shortly after their birthday. Each kit provides the participant an update on their <br />account and reaching their retirement goals. Standard materials may include a discussion of Services in <br />enrollment/education materials, print/email communications specific to the Services, on the website, and/or <br />in personalized Participant materials. Additional or custom Participant communications materials may be <br />used by Adviser and may be paid for by Adviser, Empower or the Plan Sponsor. Such additional or custom <br />communications may include targeted marketing techniques based upon participant demographical and/or <br />account data (including but not limited to age, income, deferral rates, current investment elections) to <br />identify Participants who may benefit from participation in the Managed Account Service . <br />4. ADVISORY AND PORTFOLIO MANAGEMENT SERVICES FEES <br />Managed Accounts per Participant Annual Fee <br />A. Participant <br />Account <br />Balance <br />Managed Account <br />Annual Fee <br />First $100,000 of account balance 0.45 % <br />Next $150,000, up to $250,000 account balance 0.35 % <br />Next $150,000, up to $400,000 account balance 0.25 % <br />Amounts greater than $400,000 0.15 % <br />For example, if a Participant’s account balance subject to the Managed Account Service is $50,000, <br />the fee is 0.45% of the account balance. If the account balance subject to the Managed Account <br />service is $500,000, the first $100,000 will be subject to a fee of 0.45%, the next $150,000 will be <br />subject to a fee of 0.35%, the next $150,000 will be subject to a fee of 0.25%, and amounts over <br />400,000 will be subject to a fee of 0.15%. <br />5. ADDITION OF NEW PLANS <br />Tax-deferred plans not listed at the top of this Schedule B that are added to Plan Sponsor’s program after <br />the Effective Date will not be included in this Agreement, and will be subject to additional fees.