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an additional annual management fee equivalent to 45 basis points (.45%) of the assets under management in their accounts ("Morningstar Fee"). This fee is divided between Morningstar and LRSC, as follows: Morningstar receives 25 basis points (.25%) for providing its investment advisory and account management services, while LRSC receives 20 basis points (.20%) to administer the Morningstar program. LRSC's 20 basis points administrative fee is in no way related to the services provided by Morningstar. The basis point fee is debited, pro -rata, from the Plan participants' accounts and will be disclosed to the Plan participants on their quarterly participant statement. Employer hereby directs LRSC to direct LFGTC to pay such fee, directs LRSC to reduce the appropriate participants' accounts to reflect the payment of such fee, and directs LRSC to forward Morningstar's investment advisory fee of 25 basis points (.25%) to Morningstar. 1.17 Participant -level Communications. Employer consents to the delivery by electronic means of all participant communications, disclosures etc., required by applicable law and delivered by LRSC on behalf of the Employer, including those communications required by ERISA or the Internal Revenue Code, as applicable, in a manner compliant with applicable laws or regulations relating to electronic delivery. Employer agrees to furnish LRSC with current email addresses for all active and eligible participants, and update such addresses as necessary and furnish updated addresses to LRSC. 1.18 Enrollment Services. LRSC will provide enrollment services for Plan participants to enroll into the Plan, including but not limited to providing paper enrollment forms to Plan participants or providing web access to Plan participants to enroll online. LRSC will not provide investment advice as part of its enrollment services. Employer, at its discretion, may allow for persons unaffiliated with Lincoln to provide enrollment services, provided that such unaffiliated persons or their employer have entered into an agreement with Employer to provide such enrollment services. 1.19 Record Retention. LRSC will maintain documents on matters for which disclosure is required by law for not less than six years after the date such documents should have been filed. 1.20 Mapped Plans. If applicable, Employer agrees to provide Lincoln with documentation of the amount of account values that will be transferred from another vendor and deposited with Lincoln. 1.21 Lincoln Wellness Path Services. Lincoln makes available the Lincoln WellnessPATHO Financial Wellness service ("Wellness Path") as a licensee of the Questis consumer -facing Financial Wellness platform, as part of the Program as described below. Questis and Lincoln are not affiliated. Neither Questis nor Lincoln act as a fiduciary when providing the Wellness Path Services to Plan participants. Wellness Path is an online financial wellness service made available to Plan participants through the Program at no additional cost to the Employer or Plan participants. Employer is responsible for login credentials under its control. Employer will use reasonable measures to ensure that login credentials are used only by individuals authorized to use those credentials and use the web based software application initially made available at https:Hgo.myauestis.com/ together with its documentation, associated offline components and related coaching services to which they relate. Employer will use Indian River County BOCC 457(b) INDR-001 1423269 Page 8 of 20