Page 61 - DCAC February 2024 Files

County of San Mateo Deferred Compensation Program Participant Survey 2023

accurate answer.

97 Why not just let us deposit our contributions directly into our Schwab accounts? It's a pain to 11/22/2023 12:18 PM
periodically transfer your balance to your Schwab account.
98 The investment options are limited. 11/22/2023 11:44 AM

99 I would like more options 11/22/2023 11:32 AM
100 I don't know what option I can choose. 11/22/2023 11:10 AM
101 I don't invest. 11/22/2023 10:37 AM
102 I just picked the recommended investment. It is not something I know a lot about 11/22/2023 2:06 AM

103 Preferred other investment options previously had, but were taken away with out much notice 11/21/2023 10:45 PM
or information.
104 Would like ESG/environmental fund options 11/21/2023 9:47 PM

105 no enough growth 11/21/2023 8:07 PM
106 I see losses in my statements at times, but am unsure if that is just the market or the type of 11/21/2023 7:52 PM
investments Empower is using.

107 I'm not sure 11/21/2023 7:50 PM
108 I need to be more educated. dont really know what im doing. 11/21/2023 7:35 PM
109 would like to see a wider variety of investment options 11/21/2023 7:24 PM

110 lost money 11/21/2023 7:13 PM
111 I don't know what's happening with investments - no info 11/21/2023 7:04 PM
112 NA 11/21/2023 7:03 PM
113 Lack of experience knowing what to compare it to 11/21/2023 6:28 PM

114 same comment 11/21/2023 6:19 PM
115 I would love to know what other options could be available to us as different people have 11/21/2023 6:16 PM
different savings goals.

116 I'm not informed enough to answer accurately. 11/21/2023 6:06 PM
117 I don't know enough about plan options to know whether the County is offering a wide variety of 11/21/2023 5:47 PM
investment opportunities.

118 na 11/21/2023 5:44 PM
119 See previous response. 11/21/2023 5:42 PM
120 It's ok. I think it can be better if we can see comparatively how the different plans perform and 11/21/2023 5:27 PM
how our investment strategy performed against other investment strategies.
121 don't get much information about plans 11/21/2023 5:24 PM
122 Not happy with the interest rate. 11/21/2023 5:18 PM

123 I would appreciate simple language in the descriptions 11/21/2023 5:07 PM
124 there are multiple mutual funds available for selection, prefer mutual funds with lower fees. the 11/21/2023 5:03 PM
fidelity options are all great, low fee mutual funds, vanguard, etc.

125 Need better investment options 11/21/2023 4:56 PM
126 haven't looked into it too much to have an opinion 11/21/2023 4:46 PM
127 I have not used this service 11/21/2023 4:42 PM
128 No idea what the program entails. 11/21/2023 4:41 PM

129 need more information about investment options - not easily accessible. 11/21/2023 4:28 PM

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