A different kind of retirement plan | Empower Retirement



Participation by Asset Class and Investment OptionDESCRIPTION:This report illustrates participant utilization of the plan’s available investment options as of a specified effective date. Included are graphs depicting participation by asset class in terms of cumulative account balance and a percentage of total assets. Information pertaining to the individual investment options within each asset class includes total balance, total shares, inception-to-date cost, percentages of assets and a count of participants. Also included is a summation of the plan’s forfeiture account balance.AVAILABLE FORMATS:Excel:Recommended for data sorting and formatting. Additional columns of data are available in this formatPDF:Recommended for viewing and printing formatted text and graphicsWord:Alternate option for viewing and printing formatted text and graphicsFAQ’s:Q: Can I run this report for multiple plans?A: If you have access to the “Multi Plan” category, you may run this report against some or all of the plan numbers to which you have been granted access. Please note that our system will automatically choose a divisional category, if applicable, for each plan as different plans may utilize varying division categories (i.e. – Department, Agency, Division, etc).DATA SPECIFICATIONS:Plan NumberDivision, if applicableFrequencyEffective DateOUTPUT COLUMNSEXCELPDF & WORDPlan NumberPlan NumberPlan NamePlan NameEffective DateEffective Date Division BasisBar Chart: Participation by Asset Class – Investment ValueDivision ValuePie Chart: Participation by Asset Class – Percent of AssetsDivision NameDivision (Basis, Value, Name)Asset ClassAsset ClassInvestment IDInvestment IDInvestment NameInvestment NameBalanceBalanceSharesSharesUnit/Share ValueUnit/Share ValueInception-to-Date CostInception-to-Date CostPercent of AssetsPercent of AssetsParticipants (Count)Participants (Count) ................
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