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EXHIBIT A TO INVESTMENT ADVISORY SERVICES AGREEMENT Description of Services and Responsibilities Name of Plan: Indian River County BOCC Deferred Compensation Plan for Public Employees 457 Governmental Plan and Trust Name of Plan Sponsor: Indian River County BOCC Address of Plan Sponsor: 1800 271 St., Vero Beach, FL 32960 Contact Person(s): Jason Brown Contact Person(s) Phone Number and Email Address: I. DEFINITIONS The following definitions shall apply to this Agreement and to any Exhibit attached hereto: • Beneficiaries means any person or entity the Participant chooses to receive the benefits of the retirement account after he or she dies. • Designated Investment Alternatives means any investment alternative designated by the Plan Sponsor into which Participants may direct the investments of assets held in, or contributed to, their individual accounts. Designated Investment Alternatives shall exclude self-directed brokerage accounts, mutual fund windows, or other similar investment vehicles. • Investment Advice Services means making point -in -time recommendations regarding the investment allocation of the assets in a Participant's Plan account. Investment Advice Services shall be made available to the Participants through Morningstar® Retirement Managers" specifically selected by Plan Sponsor pursuant to this Agreement and any Exhibits hereto. • Plan Portfolios are portfolios comprised of Designated Investment Alternatives based on predetermined equity targets, complying with Qualified Default Investment Alternative regulations set forth under 29 C.F.R. § 2550.404c-5 ("QDIA"). • Managed Account Services means a discretionary investment advisory service offered to the Plan and its Participants by Morningstar, as further described herein. • Morningstar® Retirement Managers" means the proprietary web -based application that is primarily focused on providing Advisory Services. Morningstar will provide Advisory Services by and through Morningstar® Retirement Managers" in its standard design with current supported plan types and functionality and any subsequent global modifications, enhancements, or upgrades. • Participant means an individual who is enrolled or is eligible to enroll in the Plan and whose Plan Sponsor elected to offer the Advisory Services. • Reallocate means the process whereby Morningstar will send transactional instructions to Service Provider for buying and selling Designated Investment Alternatives in order to assign a Plan Portfolio to a Participant based on the ongoing consideration of Plan Data in the Managed Account Service. Non -ERISA July 2021