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<br />. . <br /> <br />. A detailed Fiduciary Structure and Cost Assessment outlining the current fee structure <br />and arrangement between the Plan and the retirement plan provider. This analysis will <br />break out service costs and management costs to provide complete transparency in all <br />Plan-related expenses <br /> <br />. A comparison of overall Plan fees compared to other similarly sized plans (customized <br />"industry average") <br /> <br />. A comparison of per-participant costslrevenues compared to industry average <br /> <br />. An analysis of fund transaction costs <br /> <br />,. <br /> <br />. A detailed analysis of revenue distribution to provider(s) and all related parties <br /> <br />. An explanation of alternate options for revenue distribution, if applicable <br /> <br />. An in-person meeting to present our fmdings, make recommendations as appropriate, <br />and answer questions <br /> <br />Our cost for the above Due-time consulting services to the City of Santa Ana is $5,000.00. <br /> <br />Thank you for taking the time to discuss the services Benefit Funding Services Group has to <br />offer. I am confident our services can bring a rremendous amount of value to the City of <br />Santa Ana Retirement Plan fiduciary processes. <br /> <br /> <br />John C. Campbell <br />Principal <br /> <br />,..-- <br /> <br />,.\ <br /> <br />Z'd <br /> <br />ESSZSS66v6 <br /> <br />mJI GNncJ .L I cJ3N3El <br /> <br />tt:st SOOZ vZ un, <br />