Issue link: https://resources.envestnet.com/i/1541281
5 FOR HOME OFFICE AND ADVISOR USE ONLY. NOT FOR DISTRIBUTION TO THE PUBLIC. Envestnet Retirement makes every effort to manage the data loading process effectively—including formatting, validation, and integration into the ERS Platform—to help ensure the accuracy and usability of the data received. It is important to note that Envestnet Retirement does not maintain selling agreements or service-level agreements (SLAs) with recordkeepers. As such, we rely on the data files provided by each recordkeeper and work within the parameters of when and what they are able to deliver. Envestnet Retirement Analytics Envestnet Retirement believes that unlocking the full potential of your retirement business starts with understanding the data behind it. Envestnet Retirement empowers firms with advanced analytics and customizable dashboards that transform raw plan data into meaningful insights. By tracking key performance metrics—such as asset trends, advisor growth, plan composition, and fund utilization—you gain a clear view of what's driving success across your organization. These insights enable smarter business decisions, from identifying growth opportunities to optimizing advisor performance and product offerings. With multi-dimensional filters and trend analysis tools, you can oversee your practice with greater precision, uncover patterns, and proactively manage your retirement business with confidence. Essential business dashboards including key performance metrics and customizable reporting: • Asset trends quarter over quarter • Plan growth at the enterprise level by different plan sizes and assets • Advisor growth – comparing AUM and number of plans over trailing quarters • Printable scorecards for advisors, recordkeepers, and fund families • Plan investment changes for easy analysis between performance and/or fees • Recordkeeper data – advisors are leveraging which recordkeepers to use for their retirement plans/sizes • Fund family data – what fund families are being utilized in advisor's retirement plans? ĵ What are the most popular products being added to retirement plans amongst the firm as well as products being removed from retirement plans? ĵ Share class analysis – what share classes are being added/removed from the retirement plans? Includes multiple dimension filters, as applicable from retirement data feeds: • Plan type • Plan size • Fee or commission based plans • 24-month trend analysis (where available) The plan information, fund families, and data provided in this proposal are for illustrative purposes only and are not intended to represent actual information or a recommendation. 20251023-4929939 █████████████████ Ì20000EL92"Î