PRINT ADP REPORT

Use this screen to print the Actual Deferral Percentage (ADP) report. It shows the deferral percentages based upon the deductions the employees have taken for their deferred compensation plan. It classifies the employees into the highly compensated group and the non-highly compensated group. It also displays the average percent of all the employees in each of the two groups.

You must complete all of the Plan Controls and Employee Setup screens for any plan codes for which you want to print this report.

Sort

Use these radio buttons to specify the sort of this report.

Employee Name

Select this radio button to specify the employee's name (the Displayed Name from the Basic Employee Info screen in Costpoint Employee) as the sort.

Employee ID

Select this radio button to specify the employee's ID as the sort.

Select Plan Info

Plan

Enter, or use Lookup to select, the deferred compensation plan code for which you wish to run this report.

From Date

Enter the starting date to use for running this report. This would normally be the starting date of the current plan year.

To Date

This non-editable field defaults upon entry of a date in the From Date field. The system calculates this date as one year minus one day from the From Date.

Other Selection

Use Projected Wages

If you want to print a report that uses projected wages rather than actual wages, select this checkbox. You can use projected data to identify potential problems before they occur.

Include

Adjustments to Earnings (V, W, X, Y and Z records)

Select this checkbox to include earnings adjustments (V, W, X, Y, and Z records) in the base wages used to calculate the deferral percentage.

Bonus Paycheck Types

Select this checkbox to include bonus wages in the base wages used to calculate the deferral percentage.

Employer's Contributions (Fully vested)

Select this checkbox to include the fully vested employer's contributions in the deferred compensation deduction amount used for the deferral percentage calculation. These contributions must be fully vested when granted in order for this option to be valid. If you use a vesting schedule, you should not select this checkbox.

Options

Include 'Catch-Up' Contributions

If you select this checkbox, the employee's 401(k) deduction amount will include the employee's catch-up contributions (the contributions in excess of the plan year's deferral limit).

Table Information

This screen uses the following tables:

Basic Employee Info - EMPL

Employee Earnings - EMPL_EARNINGS

Employee Earnings by Pay Type - EMPL_EARN_PAY_TYPE

Deferred Compensation Plan Setup - H_CODA_SETUP

Plan Tax Info - H_CODA_TAX_INFO

Employee Deferred Compensation Info - H_CODA_EMPL_INFO

Deduction Code Assignment - H_CODA_DED_CD

Employee Related Parties - H_REL_EMPL_INFO

Pay Type - PAY_TYPE

Employee Deductions - EMPL_EARN_DED

Deduction Codes - DED_CD

Employee Contributions - EMPL_EARN_CNTRB

Report Columns - Actual Wages

Column Heading	Screen	Table Name
Employee ID	Maintain Employee Earnings (in Costpoint Payroll)	EMPL_EARNINGS
	Employee Deferred Compensation Info (in Costpoint Employee)	H_CODA_EMPL_INFO
Employee Name	Maintain Employee Earnings	EMPL_EARNINGS
	Employee Deferred Compensation Info	H_CODA_EMPL_INFO
Wage	Maintain Employee Earnings (when specified plan has been selected in the Deductions subtask)	EMPL_EARNINGS
Deferred Comp Ded	Maintain Employee Earnings/Deductions subtask	EMPL_EARNINGS
Deferred Comp Percent	No Screen This is a calculation of Deferred Comp/ Ded/Wage	No Table

Report Columns - Projected Wages

Column Heading	Screen	Table Name
Employee ID	Maintain Employee Earnings (in Costpoint Payroll)	EMPL_EARNINGS
	Employee Deferred Compensation Info (in Costpoint Employee)	H_CODA_EMPL_INFO
Employee Name	Maintain Employee Earnings	EMPL_EARNINGS
	Employee Deferred Compensation Info	H_CODA_EMPL_INFO
Projected Wages	No specific screen This is a calculation of current actual wages in Maintain Employee Earnings / the number of days in the year that have past = daily wage. Daily wage * 365 = projected wages	No Table
Projected Deferred Comp Ded	No specific screen This is a calculation of current actual YTD contribution amount / the number of days in the year that have past = daily deduction amount. Daily deduction amount * 365 = projected deferred comp ded	No Table
Projected Deferred Comp Percent	*No specific screen This is a calculation of Projected Deferred Comp Ded / Projected Wages	No Table