HOW TO READ YOUR STATEMENT


1.

Your Current Balance — The market value of the assets held in your account as of the ending date of the reporting period.

2.

Personal Rate of Return — The overall percentage of gains/losses in your account during the period.

 

3.

Your Current Contribution Election — Percentage or dollar amount of compensation that you are contributing.

4.

Your Personal Information — Information such as your contact number, e-mail address and hire date.

5.

Current Beneficiaries on Record — The current beneficiaries for your account based on our records.

6.

Contributions Received — Detailed amount of contributions credited to your account during the reporting period.

7.

Current Account Balance by Money Source — The market value of the assets in your account by each source type.

8.

Growth by Plan Year — A chart illustrating the growth in your account based on the market value at the end of each plan year.

Click here to view the full Guide to Your Retirement Plan Statement>>