Providers
BNY Mellon Retirement
TOTAL DCIO ASSETS ($MM) | |
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Q1 2014 | $43,790 |
Year ending 12/31/2013 | $45,300 |
Year ending 12/31/2012 | $40,970 |
TOP DCIO FUND | |
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Fund name | Bond Market Index |
Fund assets ($MM) | $2,870 |
Portfolio manager | Nancy Rogers |
Start date | 2010 |
DCIO ASSET BREAKDOWN (does not include “other” categories) | |
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Mutual funds | 38% |
Collectives | 20% |
Separate accounts | 42% |
Stocks | 67% |
Bonds (excluding stable value) | 10% |
Stable value | 15% |
Money market | 5% |
Asset allocation* | 3% |
% Active/Passive |
ADVISER SUPPORT/SERVICES | |
---|---|
Salespeople focused on advisers | 5 |
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 | 58 |
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*Target-date, target-risk, balanced. |