Reporting Capabilities   Learn more about TrueNorth's Company Retirement Plan services: Employee Education Investment Menu Design Plan Benchmarking and Vendor Search Services   Fiduciary Risk Management   Contact us   Wichita  316.266.6574 or 877.305.1864   Denver 303.615.7600 or 800.813.0203

We provide a comprehensive performance report package illustrating absolute and relative historic performance of your 401(k) investment choices. These reports are independent of those prepared by your plan provider. The software packages we utilize in creating these reports for you includes Morningstar® Principia® and mpi Stylus®. Fee comparison studies are produced using Monarch Fee Benchmarks™ and Fiduciary Benchmarks, Inc.   Your report package will typically include the following information:   Correlation Matrix   Expenses Relative to Category Fees and Expenses Fund Fact Sheets     Fund Monitoring Fund Scorecard    Market Snapshot Operations Overlap Analysis   Performance by Asset Class Plan Asset /Portfolio Snapshot Returns Risk Analysis        Standardized Returns    Stock Intersection   Style Analysis   Style Drift       Triggered Alerts        Additional reports may be made available to you to meet your specific needs. Samples of our reporting capabilities are available to you upon request.