FeeDisclosureDocument 2018

Gross/Net Investment Expenses~

Investment Option

Ticker 3 mos YTD 1 year 3 year 5 year Since Start

Date/10yr Start Date

10.92%

-2.04% -2.04% 10.48% 7.63% 12.09% $109.20 per $1,000

08/15/2011

Morningstar US Mid Core TR USD**

10.14%

0.06%/0.06% $.60 per $1,000 Gross

Vanguard Mid Cap Index Adm 1,2

VIMAX 0.01% 0.01% 12.31% 7.86% 12.26% $101.40 per $1,000

11/12/2001

10.61%

-0.11% -0.11% 12.94% 8.77% 12.71% $106.10 per $1,000

11/12/2001

Morningstar US Mid Cap TR USD**

Small Cap

11.71%

0.98%/0.98%

Fidelity Advisor Small Cap Value I 2

FCVIX -1.33% -1.33% 10.65% 8.98% 10.65% $117.10 per $1,000

11/03/2004 $9.80 per $1,000 Gross

10.26%

-5.18% -5.18% 1.30% 5.47% 9.34% $102.60 per $1,000

11/03/2004

Morningstar US Small Value TR USD**

11.58%

0.95%/0.95%

Loomis Sayles Small Cap Growth Instl 2

LSSIX 4.76% 4.76% 22.92% 10.15% 13.24% $115.80 per $1,000

12/31/1996 $9.50 per $1,000 Gross

10.94%

3.41% 3.41% 21.02% 9.49% 12.76% $109.40 per $1,000

12/31/1996

Morningstar US Small Growth TR USD**

10.72%

0.06%/0.06% $.60 per $1,000 Gross

Vanguard Small Cap Index Fund - Admiral 1,2

VSMAX -0.21% -0.21% 11.82% 8.06% 11.66% $107.20 per $1,000

11/13/2000

10.42%

-1.58% -1.58% 9.76% 7.45% 11.01% $104.20 per $1,000

11/13/2000

Morningstar US Small Cap TR USD**

International

6.25%

0.45%/0.45%

American Funds Capital World G/I R6 1

RWIGX 0.43% 0.43% 16.85% 8.63% 10.08% $62.50 per $1,000

03/26/1993 $4.50 per $1,000 Gross

4.01%

-0.94% -0.94% 17.45% 8.10% 7.26% $40.10 per $1,000

03/26/1993

Morningstar Global Markets ex-US GR USD**

4.90%

0.50%/0.50%

American Funds EuroPacific Gr R6 1 RERGX 1.04% 1.04% 21.17% 7.93% 8.80% $49.00 per $1,000

04/16/1984 $5.00 per $1,000 Gross

4.01%

-0.94% -0.94% 17.45% 8.10% 7.26% $40.10 per $1,000

04/16/1984

Morningstar Global Markets ex-US GR USD**

3.49%

0.74%/0.65%

Templeton Foreign R6 2

FTFGX -3.15% -3.15% 5.95% 4.48% 6.15% $34.90 per $1,000

05/01/2013 $7.40 per $1,000 Gross

4.01%

-0.94% -0.94% 17.45% 8.10% 7.26% $40.10 per $1,000

05/01/2013

Morningstar Global Markets ex-US GR USD**

5.99%

1.32%/1.19%

Thornburg Investment Income Builder R5 2

TIBMX -2.37% -2.37% 8.21% 4.11% 5.74% $59.90 per $1,000

02/01/2007 $13.20 per $1,000 Gross

01:060716 INST GP33 EV ID: Page 4 of 7

DOC_TYPE: FEEDSP_STD DOC ID: 368831529 IND ID: