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Reporting and statistics

Point-in-time and dated aggregates for a company's plan.

CompanySummary

message CompanySummary {
  EligibilityCounts employee_eligibility_counts = 1;
  EmployeeAverageContributionRates employee_average_contribution_rates = 2;
  PlanBalanceDetail plan_balance = 3;
}

References: EligibilityCounts, EmployeeAverageContributionRates, PlanBalanceDetail

CompanyYtdSummary

message CompanyYtdSummary {
  Money total_contributions_ytd = 1;
  Money employee_contributions_ytd = 2;
  optional Money employer_match_ytd = 3;
  Money employee_trad_deferrals_ytd = 4;
  Money employee_roth_deferrals_ytd = 5;
  optional Money employee_mbdr_contributions_ytd = 6;
}

References: Money

DatedCompanySummary

message DatedCompanySummary {
  Date on_date = 1;
  CompanySummary company_summary = 2;
}

References: CompanySummary, Date

EligibilityCounts

message EligibilityCounts {
  int32 participation_rate_bps = 1;
  int32 not_participating = 2;
  int32 pending_eligibility = 3;
  int32 actively_contributing = 4;
  int32 past_employee = 5;
  int32 cannot_participate = 6;
  int32 auto_enrolled = 7;
}

DatedEligibilityCounts

message DatedEligibilityCounts {
  Date on_date = 1;
  EligibilityCounts eligibility_counts = 2;
}

References: Date, EligibilityCounts

EmployeeAverageContributionRates

message EmployeeAverageContributionRates {
  int32 paycheck_deferral_rate_bps = 2;
  int32 trad_deferral_rate_bps = 3;
  int32 roth_deferral_rate_bps = 4;
  int32 actual_match_rate_bps = 5;
  int32 mbdr_contribution_rate_bps = 6;
}

DatedEmployeeAverageContributionRates

message DatedEmployeeAverageContributionRates {
  Date on_date = 1;
  EmployeeAverageContributionRates employee_average_contribution_rates = 2;
}

References: Date, EmployeeAverageContributionRates

PlanBalanceDetail

message PlanBalanceDetail {
  Money plan_balance = 1;
}

References: Money

DatedPlanBalanceDetail

message DatedPlanBalanceDetail {
  Date on_date = 1;
  PlanBalanceDetail plan_balance_detail = 2;
}

References: Date, PlanBalanceDetail