PLANADVISER - Special November 2009

AdviSEr Suppor T

1 American Funds

16.1%

2 Columbia
3 ADP

8.1% 6.5%

pAr TicipANT EducATioN mATEriALS 1 American Funds 2 Fidelity Investments 3 Alliance Bernstein 3 John Hancock

15.8%

10.5% 7.0% 7.0%

pLAN pAr TicipANT Suppor T
1 Fidelity Investments 16.7%
2 American Funds 14.6%
3 John Hancock 10.4%
pLAN SpoNSor EducATioN mATEriALS
1 American Funds 13.0%
2 Fidelity Investments 10.9%
2 John Hancock 10.9%

pLAN SpoNSor Suppor T

1 Fidelity Investments
2 ADP

11.9% 7.1%

2 AIM
2 American Funds

7.1% 7.1%

2 John Hancock

7.1%

QuAr TErLy EvALuATioN mATEriALS
1 American Funds 14.0%
2 Fidelity Investments 9.3%
3 ADP 7.0%

prEfErrEd fuNd fAmiLiES (Top 5 mENTioNS)

1 American Funds 58.0%
2 PIMCO 27.0%
3 Vanguard 20.0%

mu TuAL fuNdS moST rEcommENdEd To A pLAN SpoNSor 1 PIMCO Total Return 37.0% 2 American Funds Growth Fund of America 26.0% 3 American Funds EuroPacific Growth 20.0% 4 BlackRock Global Allocation 12.0% 5 Eaton Vance Large-Cap Value 9.0%

fAvori TE TArgET-dATE/LifEcycLE fuNd Sui TE

1 T. Rowe Price Retirement Date Funds
2 Vanguard Target Retirement Funds
3 American Funds Target Date Retirement

25.0% 14.6% 9.4%

3 American Century LIVESTRONG

9.4%

fAvori TE TArgET-riSk/LifESTyLE fuNd Sui TE

1 John Hancock JH Lifestyle 16.3%
2 Russell Investment Group Life Points Target Risk 10.0%
3 Vanguard Life Strategy 7.5%

fuNd cATEgory

Target-date Target-risk

Fixed income/stable value Money market Large-cap value

Large-cap core Large-cap growth Small-cap value Small-cap core

Small-cap growth Mid-cap value Mid-cap core

Mid-cap growth International REIT

Exchange-traded fund (ETF) Hedge funds Alternative investments Emerging markets investments

moST rEcommENdEd fuNd (no. of mentions)

T. Rowe Price ( 13)
John Hancock ( 8)
PIMCO Total Return ( 20)
Fidelity Cash Reserves ( 6)

Eaton Vance Large Cap Value ( 11) Davis New York Venture ( 11) American Funds Growth Fund of America ( 35) Allianz NJF Small Cap Value ( 11) Vanguard Small Cap Index ( 6) Van Kampen Small Cap Growth ( 5) Columbia Mid Cap Value ( 9) Vanguard Mid Cap Index ( 6) Columbia Acorn ( 6) American Funds EuroPacific (12) AIM Real Estate (12) Barclays iShares ( 7) J.P. Morgan ( 1) Jennison Natural Resources ( 2) N/A