Guidance Point Retirement Services LLC

Item 5 Fees and Compensation
Fees - Plan Level

Our fee for a comprehensive fiduciary review is $7,500. This fee covers fiduciary governance redesign
services.

Fees for Ongoing Consultant Services are generally quoted as fixed for the level of services provided,
with a minimum annual retainer of $10,000, and are highly dependent on a variety of factors, including,
but not limited to: the amount of time we spend, the complexity of your situation, the amount of liability
we accept, the size of the portfolio, the specific work required in accordance with the agreement, the
location of the client and whether travel is required, and the number of meetings the client requires,
etc.

Some clients may be charged based on a percentage of assets under management, or a client may be
charged both a fixed fee as well as an asset-based fee. Fees based on a percentage of assets under
management are charged based upon the market value of all assets in the account at the end of the
previous quarter.

Retirement plan consulting services clients may, in addition to the fee types disclosed, elect to pay an
hourly fee. Hourly fees range between $100 - $350 per hour depending on the personnel utilized, and
the scope and complexity of the work to be performed.

The agreed-upon fee will be charged pursuant to a written agreement between Guidance Point and the
plan sponsor. Our fees are charged quarterly in advance or arrears, as agreed to in writing with the
client. A price for a fixed fee project is quoted at the start of a project. Fixed fee projects are invoiced
quarterly and hourly rate projects are invoiced monthly with payment due upon receipt of the invoice.
Clients who elect to pay an hourly rate are billed monthly until the quote is reached.

Assets under management fees for a partial quarter at the commencement of an agreement will be
pro-rated based on the number of days the account was open during the quarter.

Upon termination of any account(s) or project, any prepaid but unearned fees will be promptly refunded
to the client. Any fees that have been earned by us but not yet paid by the client will be immediately
due and payable.

We may modify the terms of the fee in the Agreement by giving clients 60 days written notice in
advance. Clients do not have to accept the terms of the modified agreement. Both parties may
terminate the Agreement at any time on not less than 60 days written notice.

Fees - Plan Participant Level

Depending on the scope of the advisory agreement with the Plan, we may provide certain advisory
services to the Plan Participant. Since these services are covered under our agreement with the Plan,
the Plan Participant will not incur any fees for our services. However, Plan Participants will pay
custodial and other fees charged by the custodians or retirement plan record-keepers for their
services. Additionally, the Plan Participant is responsible for fees charged by mutual funds or
exchange traded funds.

Item 7 Types of Clients
We currently provide investment advisory services and retirement plan consulting services to trusts,
charitable organizations, pension and profit sharing plans, corporations and other business entities.

We require a minimum fee of $10,000 to engage our services.