Page 135 - MayDefComp

San Mateo County

2019 Annual Performance Standard Report

Processing Rollovers Out # # w/in % w/in
standard standard
1 Qtr 2019 89 89 100% Met Standard
st
2 Qtr 2019 79 79 100%
nd
3 Qtr 2019 70 70 100%
rd
4 Qtr 2019 72 72 100%
th
Rollovers In
st
1 Qtr 2019 20 20 100% Met Standard
2 Qtr 2019 32 32 100%
nd
rd
3 Qtr 2019 30 30 100%
4 Qtr 2019 25 25 100%
th

Processing
In-Service
Distribution
1 Qtr 2019 4 4 100% Met Standard
st
2 Qtr 2019 20 20 100%
nd
3 Qtr 2019 9 9 100%
rd
4 Qtr 2019 21 21 100%
th

Retiree/Terminated
Distribution
st
1 Qtr 2019 467 98.6%
nd
2 Qtr 2019 451 97.7% Met Standard
3 Qtr 2019 468 99.5%
rd
4 Qtr 2019 791 99.2%
th
2019 Total 2,177 98.8%

Plan Document F. Review plan documents for legal, $500 for failure to provide Within 180 days of fund All plan documents were reviewed Met Standard
Review legislative compliance, identify each written summary. transition and annually and written confirmation of review
policy issues between employer thereafter. was sent to County staff on
and provider and summarize, in July 10, 2019.
writing, any recommended changes
to documents.

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