My WebLink
|
Help
|
About
|
Sign Out
Home
Browse
Search
Item 19 - Agreement with Empower Annuity Insurance Company for the Employee Deferred Compensation Plan
Clerk
>
Agenda Packets / Staff Reports
>
City Council (2004 - Present)
>
2023
>
09/19/2023 Regular
>
Item 19 - Agreement with Empower Annuity Insurance Company for the Employee Deferred Compensation Plan
Metadata
Thumbnails
Annotations
Entry Properties
Last modified
10/24/2023 11:43:40 AM
Creation date
10/24/2023 11:35:25 AM
Metadata
Fields
Template:
City Clerk
Doc Type
Agenda Packet
Agency
Finance & Management Services
Item #
19
Date
9/19/2023
There are no annotations on this page.
Document management portal powered by Laserfiche WebLink 9 © 1998-2015
Laserfiche.
All rights reserved.
/
101
PDF
Print
Pages to print
Enter page numbers and/or page ranges separated by commas. For example, 1,3,5-12.
After downloading, print the document using a PDF reader (e.g. Adobe Reader).
View images
View plain text
59 <br />EXHIBIT A-2: <br />PERFORMANCE STANDARDS <br />for the City of Santa Ana Deferred Compensation Plan (457(b) Governmental Plan) <br />Empower agrees to provide services in accordance with the performance standards stated herein. <br />In the event Empower does not meet the performance standards listed below, Empower will be given an <br />opportunity to cure such failure. If Empower fails to meet the performance standard in the subsequent <br />quarter, Empower agrees to forfeit revenue for each performance standard not met pursuant to the “Fees <br />at Risk” column below. In no event, however, shall the total amount forfeited by Empower in any given <br />calendar quarter exceed 10% of Empower’s quarterly Basic Plan Administration Fee determined as of the <br />beginning of each calendar quarter based upon the average daily balance of Plan assets during the <br />calendar quarter. For illustrative purposes, the calculation for quarterly revenue placed at risk would be : <br />A*B) *C], in which <br />A” is the quarterly Basic Plan Administration Fee for the 457(b) Plan; and <br />B” is the average daily balance of Plan assets during the calendar quarter; and <br />C” equals the lesser of the sum of the percentages attributed to each perfo rmance standard not <br />met by Empower for a calendar quarter or 10%.
The URL can be used to link to this page
Your browser does not support the video tag.