Providers
Stadion Money Management
TOTAL DCIO ASSETS ($MM) | |
---|---|
Q1 2014 | $4,189 |
Year ending 12/31/2013 | $4,289 |
Year ending 12/31/2012 | $3,415 |
TOP DCIO FUND | |
---|---|
Fund name | Risk Based CIT Series |
Fund assets ($MM) | $1,170 |
Portfolio manager | Team-managed |
Start date | 2010 |
DCIO ASSET BREAKDOWN (does not include “other” categories) | |
---|---|
Mutual funds | 0% |
Collectives | 36% |
Separate accounts | 64% |
Stocks | 0% |
Bonds (excluding stable value) | 0% |
Stable value | 0% |
Money market | 0% |
Asset allocation* | 100% |
% Active/Passive |
ADVISER SUPPORT/SERVICES | |
---|---|
Salespeople focused on advisers | 6 |
Salespeople focused on institutional | 6 |
Compliance support | |
Plan benchmarking | |
Target-date evaluation tools | |
Training for DC plan sales/service | |
Investment committee meetings |
# OF RK SELLING AGREEMENTS | 20 |
---|
*Target-date, target-risk, balanced. |