Page 7 - DeferredComp-May2018

Mateo County
ormance Standard Report

Timeframe Completion Date Results
Rollovers Out Met Standard
# # w/in % w/in
1st Qtr 2017 Met Standard
2nd Qtr 2017 70 standard standard
3rd Qtr 2017 56
4th Qtr 2017 63 70 100%
Rollovers In 103
1st Qtr 2017 56 100%
2nd Qtr 2017 40
3rd Qtr 2017 46 63 100%
4th Qtr 2017 41
37 103 100%

40 100%
46 100%
41 100%
37 100%

In-Service 11 11 100% Met Standard
Distribution 7 7 100%
1st Qtr 2017 7 7 100% Met Standard
2nd Qtr 2017 6 6 100%
3rd Qtr 2017 Met
4th Qtr 2017 429 98.6% Standard
414 97.7%
Retiree/Terminated 415 99.5% San Mateo An n u al
Distribution 727 99.2% Complian ce Letter_2
1st Qtr 2017 1,985 98.8%
2nd Qtr 2017
3rd Qtr 2017 All plan documents reviewed and
4th Qtr 2017 found to be in compliance with all
2016 Total
applicable laws and regulations.
e Within 180 days of fund Letter confirming review delivered
transition and annually to Jay Castellano and Lisa Okada
thereafter.
on March 9, 2017.

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