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.
