Page 56 - DCAC May 2023 Files

Advisory services insights by age As of 3/31/2023

The below provides insights into the account balances of participants using and not using advisory services. All participants with a balance are included.

1 Only participants using the Do-it-yourself strategy are included in the “No advisory service” group for the number of funds statistics.
2 The rolling 12 month period begins when the plan is loaded onto the Empower recordkeeping platform. Therefore, the period may be less than 12 months for those recently added.
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