Pension Satisfaction Survey

Name:

Company:

Phone:

Email:

1. How do you rate the quality of your plan’s administrative Service Provider in completing Annual Plan Testing & I.R.S. Tax Forms?

2. How often does your Service Provider issue Participant Account Statements?

3. How do you rate the Accuracy and Timeliness of Participant Account Statements?

4. How do you rate your Service Provider in processing Distributions and executing Transfers between investment options?

5. Who is your Service Provider?

Name of your Service Provider:

6. How many years have you been with your present Service Provider?

7. How often do you re-evaluate your Service Provider?

8. Would you recommend your Service Provider to other Plan Sponsors?

9. How many Investment Options does your plan offer to participants?

10. How do you rate the Performance of your plan’s investment options as compared to industry averages?

11. Where do you invest your Plan’s Assets?

Name of your Investment Provider:

12. How many years have you been with your present Investment Provider?

13. How do you rate your Investment Provider in processing Distributions and executing Transfers between investment options?

14. Does your Investment Provider offer direct brokerage accounts?

15. How would you rate your Investment Provider’s web-site?

16. Do you believe your Investment Option Provider gives sufficient counseling to participants?

17. How often do you re-evaluate your Investment Option Provider?

18. Would you recommend your Investment Option Provider to other Plan Sponsors?

19. Name the one feature of your plan that you believe needs to improve:

20. Name the best feature of your plan: