Please anticipate 4 to 5 minutes to complete the survey. Client Satisfaction Survey Please provide us with your honest feedback so we can improve the services we offer. PlanPILOT EvaluationTell us about your overall experience with PlanPILOT 1. Please rate your general satisfaction with PlanPILOT:Exceeds ExpectationsMeets ExpectationsNeeds ImprovementOperational flexibilityClosure of outstanding issues Plan management and oversight Proactive and anticipates our needs 2. Please rate your satisfaction regarding the overall service you receive from PlanPILOT.Exceeds ExpectationsMeets ExpectationsNeeds ImprovementN/AInvestment selection and monitoringPlan design and expertiseFiduciary and plan governance supportRecordkeeper review/searchFiduciary education and training 3. Please rate your satisfaction with PlanPILOT as your Fiduciary partner:Exceeds ExpectationsMeets ExpectationsNeeds ImprovementPlanPILOT treats me as an important client PlanPILOT is easy to work with Working with PlanPILOT eases my burden of managing our plan(s) PlanPILOT provides value-added recommendations 4. Please rate the following regarding PlanPILOT’s INVESTMENT consulting services:Exceeds ExpectationsMeets ExpectationsNeeds ImprovementI receive appropriate fund information for effective investment option oversight I receive necessary information to consider appropriate fund changes I receive high-quality reports and meeting minutes Our plan participants have appropriate investment choices to achieve their return / risk objectives at reasonable costs Our plan participants have an appropriate target date solution in place 5. Please rate your general satisfaction with PlanPILOT’s communication on issues related to COVID-19.Exceeds ExpectationsMeets ExpectationsNeeds ImprovementInformational documents and webinars on legislation related to retirement plansMarket and investment performanceRecordkeeper news 6. What can we do to serve you better?PlanPILOT Consultant EvaluationNow let's turn to your thoughts about your PlanPILOT consultant. 7. Please rate your satisfaction regarding the service you receive from your PlanPILOT consultant: Exceeds ExpectationsMeets ExpectationsNeeds ImprovementResponsivenessProblem resolution effortsKnowledge and expertiseConnectivityMeeting preparationLevel of proactivity 8. Please rate your consultant’s abilities in committee meetings:Exceeds ExpectationsMeets ExpectationsNeeds ImprovementInformation is presented in a clear manner.Pace of the meetings are appropriateDepth of consultant’s explanations are appropriateHelps us to be actionable at all timesProvides effective training about our fiduciary responsibilitiesEnsures that all members understand the information that was presented 9. Please rate your satisfaction with PlanPILOT as your trusted advisor. Exceeds ExpectationsMeets ExpectationsNeeds ImprovementOur consultant listens to committee members' input and encourages participation from all committee members.Our consultant is knowledgeable about our retirement plan(s).Our consultant is an industry expert in the field of fiduciary training.Our consultant demonstrates strong leadership in our meetings.Our consultant effectively manages our partner relationships.Our consultant is making a positive impact on our business. 10. Please share any feedback you have about your experience working with our consultants.General Satisfaction 11. Overall, are you satisfied with the service you receive from PlanPILOT?YesNo 12. Would you recommend PlanPILOT’s services?YesNoYou may leave the name fields blank if you wish to remain anonymous. Name Email Organization* Current RolePlease selectCEO or PresidentFinance – CFO, VP, Director, ManagerHR – VP, Director, ManagerBusiness OfficeControllerTrusteeFacultyStaff MemberOther # of years as a PlanPILOT clientPlease select< 1 yr1-4 yrs5 yrsSubmitReset
