HomeMy WebLinkAboutEmployee Advisory Committee Recordkeeper Input(1-9)ID
1
2
3
4
5
6
7
8
9
Start time
7/29/2026 4:55:53 PM
7/31/2026 8:41:20 AM
8/3/2026 3:48:16 PM
8/3/2026 5:24:18 PM
8/4/2026 4:15:47 PM
8/5/2026 2:55:26 PM
8/6/2026 10:06:20 AM
8/6/2026 12:47:54 PM
8/6/2026 2:20:40 PM
Completion time
7/29/2026 4:59:41 PM
7/31/2026 8:45:26 AM
8/3/2026 3:50:35 PM
8/3/2026 5:24:34 PM
8/4/2026 4:16:05 PM
8/5/2026 2:56:41 PM
8/6/2026 10:06:59 AM
8/6/2026 1:35:17 PM
8/6/2026 2:51:22 PM
Email
REDACTED
REDACTED
REDACTED
REDACTED
REDACTED
REDACTED
REDACTED
REDACTED
REDACTED
Name
REDACTED
REDACTED
REDACTED
REDACTED
REDACTED
REDACTED
REDACTED
REDACTED
REDACTED
My first choice for the City's new Recordkeeper is:
MissionSquare
MissionSquare
MissionSquare
Voya
MissionSquare
Voya
MissionSquare
MissionSquare
MissionSquare
My second choice for the City's new Recordkeeper is:
Nationwide
Voya
Voya
Nationwide
Nationwide
Nationwide
Nationwide
Voya
Voya
My third choice for the City's new Recordkeeper is:
Voya
Nationwide
Nationwide
MissionSquare
Voya
MissionSquare
Voya
Nationwide
Nationwide
Bargaining Group
San Luis Obispo City Employees' Association
International Association of Firefighters, Local 3523
International Association of Firefighters, Local 3523
Management Group
San Luis Obispo Police Staff Officers' Association
Management Group
San Luis Obispo Police Officers' Association
San Luis Obispo City Employees' Association
Confidential Group
Comments (Optional) - Anything else you feel would be helpful for the Fiduciary Committee to consider?
While I think Voya's presentation was pretty good, data breaches, lack of appeared personal one-on-one and a business centered on shareholder interests put them on the lowest. MissionSquare
and Nationwide are tied, but I'd go with MissionSquare first.
My response for Mission Square is predicated on resolving the Oracle interconnection so employees and finance/HR have a better platform to work with. Having the 360 integration so employees
can change their contribution amount in the Mission Square app/website is an absolute must, I believe the record keeper should have to pay for the vendor/contractor work to make the
integration function as part of the transition agreement. This will help employees feel like they're getting a better deal when they may be frustrated with the loss of their previous
provider.
I prefer Mission Square #1 as long as they can commit to the lowest rates among the 3 and at least 180 if not 360 data input. This is 2026, they can get with the times.
Thanks for providing the opportunity to help make an informed decision.