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Confidential Information of the parties under the terms of this Service Agreement. Any information security assessments are at Employer's expense. (b) LRSC Insurance. LRSC will maintain insurance coverage consisting of worker's compensation insurance with statutory limits; commercial general-liability with at least $1,000,000.00 in limits; professional liability insurance with at least $5,000,000.00 in limits; and cyber liability insurance with at least $5,000,000.00 in limits. LRSC shall maintain this insurance, at its own expense, in force and effect throughout the term of this Service Agreement. LRSC shall provide proof of insurance to the Plan Sponsor upon request. 1.14 Reserved. 1.15 Participant Services — Education. Employer authorizes LRSC to provide communications and education to Plan participants and employees of Employer regarding the Plan and their plan accounts, including but not limited to communications about the benefits of participating in the Plan and educational information to assist participants with their accounts. LRSC may also communicate or provide education to participants concerning available distribution options including, but not limited to, the options of staying in the Plan, rolling over to a new plan, rolling over to an individual retirement account or annuity (IRA) and taking a lump sum distribution. Employer acknowledges and agrees that any information relating to investments will be limited to non-fiduciary "investment education" as such term is described in guidance issued by the Employee Benefits Security Administration. In order to provide the education services outlined above, LRSC will provide a total of ten (10) days of Retirement Consultant services annually to be shared in a mutually agreed manner across the applicable Indian River county entities. The fee stated in Section 2.1 includes the fee for such consulting services. Any additional days requested, will be at the rate of $750.00 per day. Employer agrees, notwithstanding Section 1.13, that LRSC may use Plan participant information for the limited purpose of providing services under this Section 1.15. 1.16 Morningstar Services. Morningstar Investment Management, LLC ("Morningstar") makes available advisory services as part of the Program as described below. Morningstar is a registered investment adviser and wholly owned subsidiary of Morningstar, Inc. Morningstar and Lincoln are not affiliated. Morningstar acts as a fiduciary when providing Advisory Services to Plan participants. Lincoln provides ministerial services to administer Morningstar's services, but at no time provides advice or takes discretion of Plan assets or Plan participant accounts. Managed by Morningstar. "Managed by Morningstar" is a discretionary managed account service, an optional service made available to the Plan participants. Employer has decided to make Managed by Morningstar available to Plan participants. Plan participants who choose Managed by Morningstar shall execute a separate binding agreement with Morningstar and shall pay an additional fee for such service as provided below. The charges paid by Employer to Lincoln and Morningstar shall not be affected as a result of Plan participants utilizing the Managed by Morningstar service. Plan participants who choose the Managed by Morningstar service will be deemed to delegate the responsibility for managing their retirement plan account to Morningstar for Indian River County BOCC 457(b) INDR-001 1423269 Page 7 of 20