Page 54 - AugDefComp

San Mateo County
2021 Annual Performance Standard Report

Processing E. Process hardship distributions, $1,000 annually for failure Hardships
st
rollover requests, in-service to meet standard in 90% 1 Qtr 2021 3 3 100% Met Standard
distributions, and retiree distribution of actions. 2 Qtr 2021 2 2 100%
nd
requests within 5 working days of 3 Qtr 2021 2 2 100%
rd
acceptable documentation and propose 4 Qtr 2021 3 3 100%
th
method of measuring standard. Annual
summary of performance by provider.

Processing Rollovers Out # # w/in % w/in
standard standard
1 Qtr 2021 87 87 100%
st
2 Qtr 2021 106 106 100%
nd
3 Qtr 2021 128 128 100% Met Standard
rd
th
4 Qtr 2021 98 98 100%
Rollovers In
st
1 Qtr 2021 1 1 100%
2 Qtr 2021 2 2 100%
nd
3 Qtr 2021 3 3 100% Met Standard
rd
th
4 Qtr 2021 2 2 100%

Processing
In-Service
Distribution
st
1 Qtr 2021 4 4 100% Met Standard
2 Qtr 2021 7 7 100%
nd
rd
3 Qtr 2021 11 11 100%
4 Qtr 2021 14 14 100%
th

Retiree/Terminated
Distribution
1 Qtr 2021 413 98.6%
st
nd
2 Qtr 2021 450 97.7% Met Standard
3 Qtr 2021 473 99.5%
rd
2