Appendix to §2550.404a-5 -- Model Comparative Chart

# ABC Corporation 401k Savings Plan

Investment Options -- January 1, 200X

Whether you will have adequate savings at retirement will depend in
large part on how much you choose to save and how you invest your
savings. The following information will assist you in comparing the
designated investment options available to you under the **ABC
Corporation 401k Savings Plan**.

While the information furnished below is important to making informed
investment decisions, you should carefully review all available
information about an investment option prior to directing your
retirement savings into an investment option. Internet Web site
addresses are provided to help you access additional information (such
as investment strategies and risks, portfolio holdings and turnover)
about each of the plan's investment options. You may also contact your
plan representative, \[insert name of fiduciary or designee\] at
\[insert telephone number and address\] for additional information or
visit the Department of Labor's Web site for general information on
investing for retirement. See www.dol.gov/ebsa/investing.html

### Part I. Performance Information

### This chart shows each option's performance over several time periods and compares the performance with a recognized benchmark. For options with returns that vary over time, past performance does not guarantee how your investment in the option will perform in the future; your investment in these options could lose money.

+-----------------+------+----------+----------------+-----------------+
| ## Name         | *    | *        | **Average      | **Be            |
| /Type of Option | *Mgm | *Fixed** | Annual Total   | nchmark/Index** |
|                 | t.** |          | Return as of   |                 |
|                 |      | **R      | 12/31/0X**     | ####            |
|                 |      | eturn/** |                |  as of 12/31/0X |
|                 |      |          |   -----        |                 |
|                 |      | **Term** | ----- -------- |   ---           |
|                 |      |          | -- ----------- | ------- ------- |
|                 |      |          |   **1          | --- ----------- |
|                 |      |          | yr.**   **5yr. |   *             |
|                 |      |          | **   **10yr.** | *1yr.**   **5yr |
|                 |      |          |                | .**   **10yr.** |
|                 |      |          |   -----        |                 |
|                 |      |          | ----- -------- |   ---           |
|                 |      |          | -- ----------- | ------- ------- |
|                 |      |          |                | --- ----------- |
+-----------------+------+----------+----------------+-----------------+
| ## Stock Funds  |      |          |                |                 |
+-----------------+------+----------+----------------+-----------------+
| ## A Fun        | Pas  | NA       |   -------      |   ------        |
| d/S&P 500 Index | sive |          |  ------ ------ | - ------ ------ |
|                 |      |          |   15.6%        |   15.8          |
| www.website.com |      |          |    6.1%   8.3% | %   6.2%   8.4% |
|                 |      |          |                |                 |
|                 |      |          |   -------      |                 |
|                 |      |          |  ------ ------ | S&P 500         |
|                 |      |          |                |   ------        |
|                 |      |          |                | - ------ ------ |
+-----------------+------+----------+----------------+-----------------+
| ## B            | Ac   | NA       |   ----         |   ---------     |
|  Fund/Large Cap | tive |          | -- ------ ---- |  ------ ------- |
|                 |      |          |   8.           |   -8.9%         |
| www.website.com |      |          | 9%   .22%   NA |    5.9%   12.2% |
|                 |      |          |                |                 |
|                 |      |          |   ----         |   Ru            |
|                 |      |          | -- ------ ---- | ssell           |
|                 |      |          |                |   10            |
|                 |      |          |                | 00              |
|                 |      |          |                |   ---------     |
|                 |      |          |                |  ------ ------- |
+-----------------+------+----------+----------------+-----------------+
| ## C F          | Ac   | NA       |   ------       |   -------       |
| und/Int'l Stock | tive |          | ------ ------- |  ------- ------ |
|                 |      |          |   4.3%         |   26.9%         |
| www.website.com |      |          |   5.2%   11.2% |    15.4%   8.1% |
|                 |      |          |                |                 |
|                 |      |          |   ------       |   M             |
|                 |      |          | ------ ------- | SCI             |
|                 |      |          |                |   E             |
|                 |      |          |                | AFE             |
|                 |      |          |                |   -------       |
|                 |      |          |                |  ------- ------ |
+-----------------+------+----------+----------------+-----------------+
| ## D F          | Pas  | NA       |   -----        |   ------        |
| und/Mid Cap ETF | sive |          | ------- ------ | --- ----- ----- |
|                 |      |          |   15%          |   15%           |
| www.website.com |      |          |   12.7%   1.4% |       13%   12% |
|                 |      |          |                |                 |
|                 |      |          |   -----        |   R             |
|                 |      |          | ------- ------ | ussell          |
|                 |      |          |                |   M             |
|                 |      |          |                | idcap           |
|                 |      |          |                |   ------        |
|                 |      |          |                | --- ----- ----- |
+-----------------+------+----------+----------------+-----------------+
| ## Bond Funds   |      |          |                |                 |
+-----------------+------+----------+----------------+-----------------+
| ## E            | Pas  | NA       |   ------       |   ------        |
| Fund/Bond Index | sive |          |  ------ ------ | - ------ ------ |
|                 |      |          |   4.3%         |   4.3%          |
| www.website.com |      |          |    5.2%   6.2% |     5.1%   6.2% |
|                 |      |          |                |                 |
|                 |      |          |   ------       |                 |
|                 |      |          |  ------ ------ | LBA US          |
|                 |      |          |                |                 |
|                 |      |          |                | Aggr.           |
|                 |      |          |                |                 |
|                 |      |          |                | Bd.             |
|                 |      |          |                |   ------        |
|                 |      |          |                | - ------ ------ |
+-----------------+------+----------+----------------+-----------------+
| ## Other        |      |          |                |                 |
+-----------------+------+----------+----------------+-----------------+
| ## F Fund/GICs  | Ac   | NA       |   ----         |   ---           |
|                 | tive |          | -- ------ ---- | --- ---- ------ |
| www.website.com |      |          |   4.           |   5             |
|                 |      |          | 7%   4.4%   5% | %     3%   3.8% |
|                 |      |          |                |                 |
|                 |      |          |   ----         |   US 91         |
|                 |      |          | -- ------ ---- |   Day T         |
|                 |      |          |                |   Bill          |
|                 |      |          |                |   ---           |
|                 |      |          |                | --- ---- ------ |
+-----------------+------+----------+----------------+-----------------+
| ## G Fu         | Ac   | NA       |   ------       |   ---------     |
| nd/Stable Value | tive |          |  ------ ------ | - ------ ------ |
|                 |      |          |   4.3%         |   4.7%          |
| www.website.com |      |          |    4.0%   4.9% |     3.4%   4.3% |
|                 |      |          |                |                 |
|                 |      |          |   ------       |   Tre           |
|                 |      |          |  ------ ------ | asury           |
|                 |      |          |                |   CM            |
|                 |      |          |                |                 |
|                 |      |          |                |   ---------     |
|                 |      |          |                | - ------ ------ |
+-----------------+------+----------+----------------+-----------------+
| ## H 200X GIC   | NA   | 4%       |                | NA              |
|                 |      |          | ---- ---- ---- |                 |
| www.website.com |      | 2 yr.    |   NA   NA   NA |                 |
|                 |      |          |                |                 |
|                 |      |          |                |                 |
|                 |      |          | ---- ---- ---- |                 |
+-----------------+------+----------+----------------+-----------------+

**Part II. Fees and Expense Information**

This chart shows only investment-related fees and expenses for
investment options offered in your plan. Fees and expenses are only one
of many factors to consider when you decide to invest in an option. You
may also want to think about whether an investment in a particular
option, along with your other investments, will help you achieve your
financial goals.

+--------------+---------+--------------------------------------------+
| **Name/Type  | **Total | ## Shareholder/Shareholder-Type Fees\*\*   |
| of Option**  | A       |                                            |
|              | nnual** |                                            |
|              |         |                                            |
|              | **Oper  |                                            |
|              | ating** |                                            |
|              |         |                                            |
|              | **Expen |                                            |
|              | ses\*** |                                            |
+--------------+---------+--------------------------------------------+
| ##           |         |                                            |
|  Stock Funds |         |                                            |
+--------------+---------+--------------------------------------------+
| ## A Fund/   | 0.18%   | \$20 annual service fee assessed for       |
|              |         | accounts holding less than \$10,000. May   |
| ## S         |         | be waived in certain circumstances.        |
| &P 500 Index |         |                                            |
+--------------+---------+--------------------------------------------+
| ## B Fun     | 2.45%   | 4.25% deferred sales charge against        |
| d /Large Cap |         | amounts redeemed within 12 months of       |
|              |         | purchase.                                  |
+--------------+---------+--------------------------------------------+
| **C Fund/**  | 0.79%   | 5.75% sales charge against amounts         |
|              |         | invested.                                  |
| **I          |         |                                            |
| nternational |         |                                            |
| Stock**      |         |                                            |
+--------------+---------+--------------------------------------------+
| ## D Fund    | 0.20%   | 4.25% sales charge against amounts         |
| /Mid Cap ETF |         | invested or redeemed.                      |
+--------------+---------+--------------------------------------------+
| #            |         |                                            |
| # Bond Funds |         |                                            |
+--------------+---------+--------------------------------------------+
| ## E Fun     | 0.50%   | N/A                                        |
| d/Bond Index |         |                                            |
+--------------+---------+--------------------------------------------+
| ## Other     |         |                                            |
+--------------+---------+--------------------------------------------+
| ##           | 0.46%   | 10% charge against amounts withdrawn       |
|  F Fund/GICs |         | within 18 months. of initial investment.   |
+--------------+---------+--------------------------------------------+
| ## G Fund/   | 0.65%   | Dollars withdrawn may not be transferred   |
| Stable Value |         | to a competing fund for 90 days after      |
|              |         | withdrawal.                                |
+--------------+---------+--------------------------------------------+
| #            | NA      | 12% charge against amounts withdrawn       |
| # H 200X GIC |         | before maturity.                           |
+--------------+---------+--------------------------------------------+

For an explanation of non investment-related fees and expenses, such as
record keeping or loan processing fees that may be charged against your
account, you may consult your \[SPD\], \[insert name of annual
disclosure used to satisfy § 2550.404a-5(c)\], \[and\] \[quarterly
benefit statement\]. The dollar amount actually charged to your account
during the preceding quarter for such administrative or individual
expenses will be reported to you on a quarterly basis.

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  **Note: More current information about your plan's investment options,
  including fees and expenses and performance updates, may be available
  at the listed Internet Web site addresses.**

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\*Total Annual Operating Expenses are ongoing expenses paid indirectly
from your investment in this option each year, expressed as a percentage
of the value of your investment in the option (*e.g*., expense ratio).

\*\*Shareholder/Shareholder-type Fees are fees paid directly from your
investment in this option (*e.g*., sales loads, sales charges, deferred
sales charges, redemption fees, exchange fees, account fees, purchase
fees, transfer or withdrawal fees, surrender charges, contract
maintenance fees, and mortality and expense charges).