Providers
Manning & Napier Advisors, LLC
TOTAL DCIO ASSETS ($MM) | |
---|---|
Q1 2014 | $12,674 |
Year ending 12/31/2013 | $12,258 |
Year ending 12/31/2012 | $10,454 |
TOP DCIO FUND | |
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Fund name | Retirement Target CIT |
Fund assets ($MM) | $3,256 |
Portfolio manager | Multi-asset Class Mgmt Team |
Start date | Avg 19 yrs mgmt team tenure |
DCIO ASSET BREAKDOWN (does not include “other” categories) | |
---|---|
Mutual funds | 39% |
Collectives | 40% |
Separate accounts | 21% |
Stocks | 18% |
Bonds (excluding stable value) | 3% |
Stable value | 0% |
Money market | 0% |
Asset allocation* | 79% |
% Active/Passive |
ADVISER SUPPORT/SERVICES | |
---|---|
Salespeople focused on advisers | 13 |
Salespeople focused on institutional | 8 |
Compliance support | |
Plan benchmarking | |
Target-date evaluation tools | |
Training for DC plan sales/service | |
Investment committee meetings |
# OF RK SELLING AGREEMENTS | 64 |
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*Target-date, target-risk, balanced. |