Client Satisfaction Survey

Client Satisfaction Survey
Reminder: Your answers should focus solely on Vestcor's services.

VESTCOR'S ADMINISTRATION SERVICES

How do you perceive the following

The quality of services provided to your plan members by Vestcor
The timeliness of services provided to your plan members by Vestcor
The quality of communications provided to your plan members by Vestcor
The methods of communications offered to your plan members by Vestcor

Please rate your level of satisfaction with the following:

The content provided within Vestcor's Quarterly Administration Report
Vestcor's presentation of the Vestcor Quarterly Administration Report
Vestcor's ability to address questions and concerns related to administration services
The services provided to your Board and/or pension committee by Vestcor
Vestcor’s ability to meet your plan’s Key Performance Indicators (KPIs)

Overall, how satisfied are you with Vestcor’s administration services?

Your overall level of satisfaction with Vestcor’s administration services:

VESTCOR'S INVESTMENT MANAGEMENT SERVICES

Please rate your level of satisfaction with the following:

The content provided within the Vestcor Quarterly Investment Report
Vestcor’s presentation of Quarterly Investment Results
Vestcor’s presentation of Market Updates
Vestcor’s ability to address investment-related questions and concerns

Please rate your level of agreement with the following:

Vestcor provides ad hoc timely market and/or portfolio updates when required
The content of ad hoc updates is appropriate and effective
The overall long-term returns of Vestcor’s investment funds have met our investment objectives
The overall observed long-term risk level of Vestcor’s investment funds have met our investment objectives
Vestcor provides an appropriate selection of investment strategies to allow us to meet our investment objectives
The investment policy and strategy advice provided by Vestcor have been proactive and appropriate for our specific situation
Vestcor clearly presents, describes, and discusses plan investment policy-related issues
Vestcor provides access to their investment team

Overall, how satisfied are you with Vestcor’s investment management services?

Your overall level of satisfaction with Vestcor’s investment management services:

GENERAL

Please rate your level of agreement with the following:

Vestcor's staff is knowledgeable
Vestcor's staff understands my general needs and respond to them professionally
Vestcor's staff follows up to questions and requests in a timely manner
Vestcor education services are informative and timely, including educational sessions organized by Vestcor on behalf of your Board/Committee, educational reading material provided quarterly by Vestcor within your Board/Committee package, and Vestcor’s Client Forum
Vestcor’s Annual Report provides transparent details on its operations
I would recommend Vestcor as a service provider to others

Overall, how satisfied are you with Vestcor as a whole?

Your level of satisfaction with Vestcor as a whole:

Please answer the following questions with as much detail as you'd like. Your feedback is greatly appreciated.