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San Mateo County
2021 Annual Performance Standard Report
Plan/Participant C. Provide written Plan/Participant $1,000 per month for Annual Summary at We are in full compliance with our Met Standard
Enhancement Enhancement Services (as failure to provide written time of Investment commitments described in section
Services described in Section 6.5) to report within specified Review 6.5 and described in our Services
employer. time. Agreement.
Survey A. Draft survey. $500 if failure to provide Draft due end of 4 The County did not wish to conduct Met Standard
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draft survey. month after a survey in 2021. We worked with
implementation. staff to develop a new survey
process will produce a 2020
employee survey.
Survey E. Repeat survey process steps $1,000 for failure to Executive Summary There was no survey in 2020. The Met Standard
described above for surveys at 24, provide Executive and Recommended last survey was conducted in 2019
36, and 48 months after Summary and Actions due by end of with results distributed and
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implementation. Recommended Actions 26th, 38 , and 50 discussed at the Q3 2019 DCP
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by 26 , 38 , and 50 month. Committee meeting. The next
month. survey will be in 2021.
On-Site Training A. Propose and schedule first year $500 for failure to provide Proposal within 90 days Per previous agreement Met Standard
on-site training sessions and proposed training and after fund transition and MassMutual will conduct training
content of training for decision- $500 for failure to provide education programs sessions as requested.
makers and administrative four training sessions in quarterly thereafter.
personnel. any year of contract.
Training B. Develop and schedule new $500 for failure to provide Provide half-day on-site Per previous agreement Met Standard
decision-maker training for training within specific training for identified MassMutual will conduct training
employer identified new Committee timeframe. new personnel within sessions as requested.
members or administrative staff. 30 days of notification
by County.
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