Nonqualified Deferred Compensation Reporting
NQDC reporting lets you access and download reports containing nonqualified deferred compensation plan and participant details.
Available Reports
Plan and Participant
- Participant Balance
- Participant Address
- Plan Investment Balance
Enrollment
- Enrollment Status
- Enrollment Summary
- Online Enrollment Deferral Elections
Activity
- Activity Detail by Account
- Activity Detail by Fund
- Activity Summary by Participant
Contributions and Distributions
- Distributions Processed
- Contribution Detail
- Contribution Summary
- Scheduled Distributions
Your Dashboard
Navigate to tool
- Open the Reports & Analytics tab in the navigation
- Select “NQ Reporting Tool”
View and download existing report
- Find an existing report
- Select the CSV or PDF icon under action column to download the report
Request New Report
- Select ‘Request new report” button
- Select the desired plan (if applicable)
- Choose the reporting level for participants to include in the report
- Choose the report type
- Enter the applicable dates for the report request
- Select “Create report” to start generating the report and return to the report dashboard
- Once the status is “Completed”, you can download the report
Activity Reports – The starting balance on all activity reports will be the ending value from the day prior. Example: Activity detail by Account ran for 12/1-12/31 will have a starting value of 11/30.
Enrollment Reports – The dates entered must include the complete date range of the enrollment window period. Example: If the enrollment period is 12/1-12/15, the dates you use to run the report can be 12/1-12/15, or 11/1-12/31.
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