CompleWare Corporation Retirement Plan
Supporting Documents
Allocation Booklet Provides a detailed summary about your plan.
Plan Health Report Illustrates the plan’s ATBlueprint® and ATArchitect® progess.
Plan Summary Report A high level summary of your plan’s activity.
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Plan Sponsor ATBlueprint® Illustrates at a plan level how prepared your employees are for retirement.
Fee Review Highlights the cost of your plan in an easy-to-understand format.
ATArchitect® Results Most current returns for the ATArchitect.
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Due Diligence Report Overall review of investments and returns.
Model Funds versus Benchmarks and Category Averages Monthly core line-up monitor.
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