Page 60 - DCAC February 2024 Files

County of San Mateo Deferred Compensation Program Participant Survey 2023

62 Self-allocation of funds costs a quarterly fee of $15 12/14/2023 5:22 PM
63 I'm not educated enough in this area to give an opinion. 12/14/2023 5:17 PM
64 See previous comment. 12/14/2023 5:17 PM
65 Does not appear to be easy to start. 12/14/2023 5:16 PM

66 Skeptical 12/14/2023 5:16 PM
67 Not enough investment options. 12/14/2023 5:15 PM
68 I am not participating in that program (neutral). 12/14/2023 5:14 PM

69 Need more input - information about my investments 12/14/2023 5:13 PM
70 Need to better understand so to be prepared for the future 12/12/2023 1:54 AM
71 Lower- I believe SMC member need a wide variety of Socially Responsible funds to choose 12/7/2023 2:13 PM
from to align with our values.
72 It is more that I require more education to understand how to use all the options 12/6/2023 11:35 AM
73 Investment options are limited to very few funds. It would be great to see more. 12/6/2023 11:34 AM
74 on one of my accounts, it is limited on what investment vehicles I am choose. and the fees 11/30/2023 11:57 AM
are consuming any gains that the account has had.
75 There is not enough education about the investment options 11/29/2023 12:49 PM
76 I have not reviewed and redistributed my deferrals my deferrals for years... Am I supposed to 11/29/2023 10:15 AM
check periodically? Then how often?
77 Not many options for investment 11/28/2023 7:20 PM
78 would like more investment options 11/28/2023 3:22 PM

79 'm not familair with all the invest 11/28/2023 10:55 AM
80 I don't know anything about it 11/27/2023 6:00 PM
81 We could use more education on the investment options. 11/27/2023 4:30 PM

82 It lacks a self-invested option that allows us to invest 100% in stocks or an ETF. The current 11/27/2023 12:48 PM
option can invest 60% max on stock.
83 Limited mutual fund options, higher fees compared with those available to private investors 11/27/2023 12:37 PM
(e.g., IRA plans through Vanguard, Fidelity, etc.)
84 other options are better 11/27/2023 11:39 AM
85 Insufficient knowledge to assess 11/27/2023 10:42 AM

86 investment option is limited 11/27/2023 10:40 AM
87 I don't know enough to give it a rating. 11/27/2023 10:31 AM
88 see previous neutral answer. I have no idea of how you are doing. 11/27/2023 10:10 AM
89 I don't have much knowledge of it 11/27/2023 9:16 AM

90 neutral 11/25/2023 1:48 AM
91 Vanguard is no longer an option. 11/22/2023 9:53 PM
92 I'm not familiar with them 11/22/2023 5:56 PM

93 I'm no expert on investments and the market is very slow but it seems that I'm neither making 11/22/2023 5:56 PM
great dividends but I'm not losing money either.
94 I do not know much about investment options. 11/22/2023 5:51 PM

95 I wish there was some level of employer match. 11/22/2023 5:36 PM
96 Not fully familiar or experienced with the options offered and did not feel I could give an 11/22/2023 12:52 PM

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