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larsvers/control-sheet-test.csv

Last active May 26, 2022 13:31
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control-sheet-test.csv
chart_index section sub_section_index sub_section container question_index question question_label base_chart direct_chart template chart_type label value facet filter height title subtitle x_label y_label legend
1 Retirement 1 Plan Types #PlanTypes 1 Does your company sponsor a 401(k) plan? 401(k) 9684911 line-bar-pie Pie/donut chart answer chosen_percent size 100% {{question}}
2 Retirement 1 Plan Types #PlanTypes 2 Does your company sponsor a 403(b) or 457 plan? 403(b) or 457 9778277 line-bar-pie Pie/donut chart answer chosen_percent size 100% {{question}}
3 Retirement 1 Plan Types #PlanTypes 3 Does your company sponsor a Defined Benefits plan? Defined Benefits 9684911 line-bar-pie Pie/donut chart answer chosen_percent size 100% {{question}}
4 Retirement 1 Plan Types #PlanTypes 4 Does your company sponsor a Non-Qualified Deferred Compensation plan? Non-Qualified Deferred Compensation 9778277 100% {{question}}
5 Retirement 2 Plan Options #PlanOptions 5 Does your plan offer Roth (post-tax)? Roth 9778277 line-bar-pie Pie/donut chart answer chosen_percent size 100% {{question}}
6 Retirement 2 Plan Options #PlanOptions 6 Does your plan offer Additional After-tax (non-Roth)? Non-Roth 9778277 line-bar-pie Pie/donut chart answer chosen_percent size 100% {{question}}
7 Retirement 2 Plan Options #PlanOptions 7 Do you allow employees to defer on bonus compensation? Plan Options 9778400 line-bar-pie Pie/donut chart answer chosen_percent 100% {{question}}
8 Retirement 2 Plan Options #PlanOptions 8 Does your plan have ESG funds in its current lineup? ESG Funds 9778277 line-bar-pie Pie/donut chart answer chosen_percent 100% {{question}}
9 Retirement 2 Plan Options #PlanOptions 9 What types of ESG funds are offered? ESG Fund Types 8304171 100% {{question}}
10 Retirement 3 Participation & Eligibility #Participation-Eligibility 10 What is your current retirement plan participation rate? Participation Rate 9096049 line-bar-pie Stacked bar chart answer chosen_percent, not_chosen_percent 100% {{question}}
11 Retirement 3 Participation & Eligibility #Participation-Eligibility 11 What is your plan’s service eligibility requirement? Eligibility 9096094 line-bar-pie Stacked bar chart answer chosen_percent, not_chosen_percent 100% {{question}}
12 Retirement 3 Participation & Eligibility #Participation-Eligibility 12 Do your part-time employees have different eligibility requirements? Part-Time Eligibility 9778277 line-bar-pie Pie/donut chart answer chosen_percent 100% {{question}}
13 Retirement 4 Auto Enrollment #AutoEnrollment 13 Does your retirement plan offer automatic enrollment? Auto Enrollment 9778277 line-bar-pie Pie/donut chart answer chosen_percent 100% {{question}}
14 Retirement 4 Auto Enrollment #AutoEnrollment 14 What is the default election rate? Election Rates 9778466 line-bar-pie Stacked bar chart answer chosen_percent, not_chosen_percent 100% {{question}}
15 Retirement 4 Auto Enrollment #AutoEnrollment 15 Does the default election automatically increase annually? Auto Increases 9778277 line-bar-pie Pie/donut chart answer chosen_percent 100% {{question}}
16 Retirement 4 Auto Enrollment #AutoEnrollment 16 Where does the annual automatic increase stop? Auto Increase Cap 9778466 line-bar-pie Stacked bar chart answer chosen_percent, not_chosen_percent 100% {{question}}
17 Retirement 5 Employer Contributions #EmployerContributions 17 Do you offer an employer match contribution? Contribution Matching 9778466 100% {{question}}
18 Retirement 5 Employer Contributions #EmployerContributions 18 Do you match on bonus compensation? Bonus Matching 9778466 line-bar-pie Stacked bar chart answer chosen_percent, not_chosen_percent 100% {{question}}
19 Retirement 5 Employer Contributions #EmployerContributions 19 Do you have different eligibility requirements for employer contributions than plan eligibility? Plan vs. Match Eligibility 9778277 line-bar-pie Pie/donut chart answer chosen_percent 100% {{question}}
20 Retirement 5 Employer Contributions #EmployerContributions 20 What is your plan’s employer contribution eligibility requirement? Match Eligibility 9778466 100% {{question}}
21 Retirement 5 Employer Contributions #EmployerContributions 21 What is your match effective rate? Effective Rate 9226232 line-bar-pie Stacked bar chart answer chosen_percent, not_chosen_percent 100% {{question}}
22 Retirement 5 Employer Contributions #EmployerContributions 22 What is your maximum dollar amount match contribution? Max Contribution 9778466 line-bar-pie Stacked bar chart answer chosen_percent, not_chosen_percent 100% {{question}}
23 Retirement 5 Employer Contributions #EmployerContributions 23 At what employee population size / revenue threshold / business stage did you initiate a match program? Match Program Timing 9778466 100% {{question}}
24 Retirement 5 Vesting #Vesting 24 How much does your company's match vest each year? 9778466 line-bar-pie Stacked bar chart answer chosen_percent, not_chosen_percent 100% {{question}}
25 Retirement 6 Profit Sharing #ESGFunds 25 Do you offer an employer-sponsored profit-sharing program? Profit-Sharing Program 9778277 line-bar-pie Pie/donut chart answer chosen_percent 100% {{question}}
26 Retirement 6 Profit Sharing #ESGFunds 26 How much does your company's profit sharing vest each year? Vesting 9778466 100% {{question}}
27 Retirement 6 Profit Sharing #ESGFunds 27 What is your profit-sharing formula allocation method? Percentage vs. Dollar Amount 9778277 line-bar-pie Pie/donut chart answer chosen_percent 100% {{question}}
28 Retirement 6 Profit Sharing #ESGFunds 28 What is the percentage contributed? Contribution by % 9778466 line-bar-pie Stacked bar chart answer chosen_percent, not_chosen_percent 100% {{question}}
29 Retirement 6 Profit Sharing #ESGFunds 29 What is the dollar amount contributed? Contribution by $ 9778466 100% {{question}}
30 Retirement 7 Administration & Governance #PlanAdministration 30 Does your plan work with an advisor? Plan Advisor 9778277 line-bar-pie Pie/donut chart answer chosen_percent 100% {{question}}
31 Retirement 7 Administration & Governance #PlanAdministration 31 Do you have an active retirement committee? Retirement Committee 9778277 line-bar-pie Pie/donut chart answer chosen_percent 100% {{question}}
32 Retirement 7 Administration & Governance #PlanAdministration 32 What areas of the business are represented in the committee? Committee Representation 9239563 100% {{question}}
33 Retirement 7 Administration & Governance #PlanAdministration 33 How are plan expenses paid? Plan Expenses 9239577 line-bar-pie Stacked bar chart answer chosen_percent, not_chosen_percent 100% {{question}}
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