Head count for billing purposes

[Jim Chad]

I bill some of my Plans on the basis of Participant defined as Eligible +terminated with account balance.

Does anyone know of a report which shows active Participants and account balance for version 12X?

It would be great if it counted them, but I would settle for a report with a column of names, column showing status and a 3rd column showing account value, preferably vested value.

[Guest wcoleman]

Jim -

This report has more info than you would like, but it will only pick up those people who have (or had) account balances during the period. Be forewarned - if someone is eligible but has no account balance, they will not be picked up.

-Wendy

DistrPkg.rpt