Page 9 - DeferredComp-May2018

Mateo County
ormance Standard Report

Timeframe Completion Date Results

e Annually at the Performed in conjunction with plan Met
Standard
quarterly meeting prior and fund transition. Confirmation of

to the fund evaluation review letter sent to Jay and Lisa on

results August 16, 2017

In vestmen t Policy
Statemen t Review C

e Annually at the Completed and provided to plan Met Standard
quarterly meeting prior consultant on June 6, 2017. This Met Standard
to the year end. Met Standard
feedback was included in draft Met Standard
Mailed within 30 days subsequently provided to the Met Standard
of quarter-end. Committee.
Met Standard
Annual Summary at Written summary Quarterly reports
time of Investment presented at the quarterly
Review
committee meetings. Electronic
Draft due end of 4th copies provided prior to the
month after meetings.

implementation. We are in full compliance with our
Executive Summary commitments described in section
and Recommended 6.5 and described in our Services
Actions due by end of
Agreement.
26th, 38th, and 50th
month. Per mutual agreement, there was
no survey in 2017. The next draft
e Proposal within 90 days
after fund transition and survey will be provided to the
committee for review at the Q3
e education programs
quarterly thereafter. 2018 meeting.

Per previous agreement
MassMutual will conduct training

sessions as requested.

3