Termination Survey

Communications coming from Northern Capital Retirement Services, Inc. in general are... *

too frequent

just right

too few

Communications coming from our adviser directly are... *

too frequent

just right

too few

The quality of communications from our adviser is... *

consistently excellent

usually good

average

inconsistent

consistently Poor

The accessibility of our adviser is... *

consistently excellent

usually good

average

inconsistent

consistently poor

N/A

Responses to my inquiries via phone, email and mail by Northern Capital Retirement Services, Inc. are... *

consistently excellent

usually good

average

inconsistent

consistently poor

N/A

The value of educational materials provided is... *

consistently excellent

usually good

average

inconsistent

consistently poor

N/A

Follow-up on administrative issues (such as sending or following up on paperwork) is... *

consistently excellent

usually good

average

inconsistent

consistently poor

N/A

Timeliness of completing requested trades is... *

consistently excellent

usually good

average

inconsistent

consistently poor

N/A

The overall value of participant education meetings is... *

consistently excellent

usually good

average

inconsistent

consistently poor

N/A

The overall value of trustee/committee education meetings is... *

consistently excellent

usually good

average

inconsistent

consistently poor

N/A

My opinion of the website is... *

consistently excellent

usually good

average

inconsistent

consistently poor

N/A

My opinion of the client portal within the website is... *

consistently excellent

usually good

average

inconsistent

consistently poor

N/A