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Executive Summary
Plan Statistics 12/31/2017
Tota l Pla n Asse ts $448,243,881
Tota l Outsta nding Loa n Ba la nce s $6,568,547
Pa rticipa nt Contributions
$6,121,434
Pa rticipa nt $5,275,597
EE Pre -Ta x
EE Roth $845,838
$1,148,296
Rollove r
Tra nsfe rre d Asse ts $0
Distributions
($2,364,732)
W ithdra w a ls ($3,474,505)
Te rmina tions
Loa ns ($669,980)
Ex pe nse s* ($43,478)
Inve stme nt Income
$14,889,896
Notes Terminations = termination and retirement
Withdrawals = in-service withdrawal, death benefits, mini
*The expenses shown reflect expenses deducted from plan assets. Expenses billed directly to
The Contribution data displays the combined dollar value of Contributions & Loan Repayments
61869-1 San Mateo Deferred Compensation Plan
For Advisor and Plan Sponsor use only. Not for use with Plan Participants.
