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Executive Summary
Plan Statistics 12/31/2016
Tota l Pla n Asse ts $386,001,945
Tota l Outsta nding Loa n Ba la nce s $6,490,708
Pa rticipa nt Contributions
$20,645,333
Pa rticipa nt $2,154,712
Rollove r
Tra nsfe rre d Asse ts $354,218,914
Distributions
W ithdra w a ls ($3,398,890)
Te rmina tions ($9,682,423)
Loa ns ($1,335,068)
Ex pe nse s*
Inve stme nt Income ($149,061)
$23,313,452
Notes Terminations = termination and retirement
Withdrawals = in-service withdrawal, death benefits, minimu
*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.
