Directed Account Plan
A Lifelong Retirement Plan.
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DAP Enhancements
Annual Performance
Annual Performance
Annual Performance
Annual Performance
Annual Performance
Comparison to Benchmark
Comparison to Benchmark
Comparison to Benchmark
Comparison to Benchmark
Comparison to Benchmark
DAP Tiered Structure
Tier I – Target Risk
Tier II – Index Funds
Tier III – Actively Managed Funds
Tier IV – Specialty Funds
Tier IV – Self-Directed Brokerage
Tracking Investments
Monthly Performance
Detailed YTD Performance
Daily NAVs – Vanguard Target Retirement Funds
Daily NAVS – Target Risk Funds
Daily NAVs – Index Funds
Daily NAVS – Actively Managed Funds
Resources & Planning
PLAN EXPENSE OVERVIEW
Tier I – Vanguard Target Retirement Funds
Tier I – Target Risk Funds
Tier II – Index Funds
Tier III – Actively Managed Funds
Tier IV – Specialty Funds
Growth of $10,000
Ranking of Funds by 3YR Rtn
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