Retirement & Benefits Survey

Section 1 of 4

Your name

So we can match your answers to your plan eligibility. Kept confidential.

1. Full name *

Please enter your name.

2. Employee ID (if you know it)

Helps us match your answers accurately. Leave blank if you’re not sure.

Section 2 of 4

A new 401(k): would you take part?

These are the answers that matter most.

3. Are you currently saving for retirement anywhere? *

Yes — in a previous or other employer’s plan Yes — in an IRA or on my own Yes — through a spouse or partner’s plan No — not currently saving

Please choose one.

4. If the company offered a 401(k), how likely are you to contribute? *

Very likely Somewhat likely Not sure Unlikely Very unlikely

Please choose one.

5. If you contributed, about what share of your pay would you put in? *

0% — I wouldn’t contribute 1–2% 3–4% 5–6% 7–9% 10–14% 15% or more

Please choose one.

6. How important is an employer match to your decision to join? *

A match is money the company adds to your account when you contribute.

Essential — I wouldn’t join without one Very important Somewhat important Not important

Please choose one.

7. If there were no employer match, would you still contribute? *

Yes — the same amount Yes — but less No

Please choose one.

8. Would you be comfortable being automatically enrolled at a starting rate you can change or turn off anytime? *

Yes Maybe No — I’d rather choose myself

Please choose one.

9. Would you use a Roth 401(k) option (pay tax now, withdraw tax-free in retirement)? *

Yes No Not sure what that means

Please choose one.

Section 3 of 4

What matters most in the plan

This helps us pick the right provider.

10. Which of these would matter to you? *

Select all that apply.

Low fees A wide range of investment choices Simple, ready-made options (target-date funds) A good mobile app and website Financial education or access to an advisor The ability to borrow (a loan) from my balance Socially responsible / ESG fund options

Please select at least one.

11. How much help do you want choosing investments? *

I’ll choose myself Some guidance along the way A ready-made option picked for me I’d like to talk to an advisor

Please choose one.

12. Any interest in these newer features? (optional)

Select any that interest you.

A match on my student-loan payments, even if I can’t contribute A starter emergency-savings account inside the plan Financial wellness and budgeting tools None of these

Section 4 of 4

Your benefits

Quick read on how today’s benefits are landing.

13. Overall, how satisfied are you with your current benefits? *

Very satisfied Somewhat satisfied Neutral Dissatisfied Very dissatisfied

Please choose one.

14. Which benefits would you most value the company adding or improving? *

Pick up to 3.

Retirement plan with an employer match A better or more affordable health plan Dental Vision Life insurance Disability insurance (short- or long-term) HSA / FSA Accident / critical illness / hospital Mental health support / EAP Pet insurance Legal plan / identity theft protection

You can pick up to 3. Uncheck one to choose another.

Please select at least one.

15. Anything else you’d like us to know? (optional)

A few required questions still need an answer. We’ve highlighted them above — scroll up to finish.

Required questions are marked with *

Thank you for taking part

Your responses have been recorded. Thanks for helping shape the retirement plan and benefits at Mark’s Home Care.

This survey is for planning purposes only and does not enroll you in any plan or change your benefits.
Administered by Kandelaki Financial Group on behalf of Mark’s Home Care.