909 A St., Tacoma, WA 98402; phone: (253) 572-9500; fax: (253) 591- 3495; www.russell.com
(No. of participants)
Total 689,710
Bundled (exc. in-house asset mgmt.) 180,474
Investment mgmt. only 509,236
SERVICES PROVIDED
Plan design
Employee meetings
Generic employee investment education
Customized employee investment education
Generic employee communications
Customized employee communications
Compliance and reporting
Consulting services
SECURE PRIVATE NETWORK SERVICES
24-hour access
Performance data
Fund information
Retirement planning assistance
INVESTMENT MANAGEMENT SERVICES
Daily valuation
In-house investment management services are provided through:
Internally managed mutual funds
Internally managed commingled funds
Internally managed separate accounts
GICs
Frank Russell Co. provides services to 3,305 sponsors: 2,028 for bundled services except in-house investment management; 1,277 for investment management only. The firm manages $12.8 billion in defined contribution assets, including manager of manager assets. It offers 24-hour access, e-mail and retirement planning help through its Web site. It has record-keeping partnerships with Northern Trust, First Data and First Trust.
Marty Ryan is client contact.
