Point-in-time and dated aggregates for a company's plan.
message CompanySummary {
EligibilityCounts employee_eligibility_counts = 1;
EmployeeAverageContributionRates employee_average_contribution_rates = 2;
PlanBalanceDetail plan_balance = 3;
}References: EligibilityCounts, EmployeeAverageContributionRates, PlanBalanceDetail
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
message DatedCompanySummary {
Date on_date = 1;
CompanySummary company_summary = 2;
}References: CompanySummary, Date
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;
}message DatedEligibilityCounts {
Date on_date = 1;
EligibilityCounts eligibility_counts = 2;
}References: Date, EligibilityCounts
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;
}message DatedEmployeeAverageContributionRates {
Date on_date = 1;
EmployeeAverageContributionRates employee_average_contribution_rates = 2;
}References: Date, EmployeeAverageContributionRates
message PlanBalanceDetail {
Money plan_balance = 1;
}References: Money
message DatedPlanBalanceDetail {
Date on_date = 1;
PlanBalanceDetail plan_balance_detail = 2;
}References: Date, PlanBalanceDetail