100 E. Pratt St., Baltimore, MD 21202; phone: (410) 345-2349; fax: (410) 547-1456; www.troweprice.com
(No. of participants)
Bundled (inc. in-house asset mgmt.) 1,065,000
Participants served exclusively 1,065,000
Bundled services 1,065,000
Generic employee investment education
Customized employee investment education
Generic employee communications
Customized employee communications
Compliance and reporting
SECURE PRIVATE NETWORK SERVICES
Changes to contribution allocations
INVESTMENT MANAGEMENT SERVICES
Total defined contribution assets: $36.7 billion
In-house investment management services are provided through:
Internally managed mutual funds
Internally managed commingled funds
Internally managed separate accounts
External investment management services are provided through:
Private label mutual funds
T. Rowe Price Associates Inc. provides services to 1,371 sponsors: 1,252 for bundled services (including in-house investment management); and 119 for investment management only.
It offers account balances, account transfers, 24-hour access, performance data, fund information (prospectus etc.) retirement planning assistance, and enrollment through its Web site.
John R. Rockwell is client contact.