Providers
State Street Global Advisors
TOTAL DCIO ASSETS ($MM) | |
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Q1 2014 | $253,351 |
Year ending 12/31/2013 | $245,130 |
Year ending 12/31/2012 | $180,596 |
TOP DCIO FUND | |
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Fund name | S&P 500 |
Fund assets ($MM) | $63,109 |
Portfolio manager | John Tucker |
Start date | 1994 |
DCIO ASSET BREAKDOWN (does not include “other” categories) | |
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Mutual funds | 0% |
Collectives | 62% |
Separate accounts | 38% |
Stocks | 74% |
Bonds (excluding stable value) | 9% |
Stable value | 0% |
Money market | 1% |
Asset allocation* | 16% |
% Active/Passive |
ADVISER SUPPORT/SERVICES | |
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Salespeople focused on advisers | 0 |
Salespeople focused on institutional | 4 |
Compliance support | |
Plan benchmarking | |
Target-date evaluation tools | |
Training for DC plan sales/service | |
Investment committee meetings |
# OF RK SELLING AGREEMENTS | 30 |
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*Target-date, target-risk, balanced. |