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April 05, 1999 01:00 AM

(T) DEFINED CONTRIBUTION PROVIDERS

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    TIAA-CREF

    730 Third Ave., New York, NY 10017; phone: (800) 842-2733; www.tiaa-cref.org

    (No. of participants)

    Total 2,107,568

    Bundled (inc. in-house asset mgmt.) 2,107,568

    Participants served directly 2,107,568

    Bundled (inc. in-house asset mgmt.) 2,107,568

    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

    TOLL-FREE NUMBER SERVICES

    24-hour access

    Operators

    Client service rep available

    Account balance

    Account transfers

    Changes to current/future allocations

    Loan request/processing

    Performance data

    Fund information

    Retirement planning assistance

    Personalized annual benefit reports

    Scheduling of personal appointments

    WEB SITE

    24-hour access

    Interactive e-mail

    Account balance

    Account transfers

    Changes to current/future allocations

    Performance data

    Fund information

    Retirement planning assistance

    INVESTMENT MANAGEMENT SERVICES

    Daily valuation

    Total defined contribution assets: $247.4 billion

    In-house investment management services are provided through:

    Separate accounts

    Commingled funds

    TIAA-CREF provides services to 8,822 sponsors, all for bundled services, including in-house investment management.

    David Shunk is client contact.

    Towers Perrin

    1500 Market St., Centre Square East, Philadelphia, PA 19102-4790; phone: (215) 246-6000; fax: (215) 246-4189; www.towers.com

    (No. of participants)

    Total 1,200,000

    Record keeping/administration only 1,200,000

    Participants served directly 1,200,000

    Record keeping/administration only 1,200,000

    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

    TOLL-FREE NUMBER SERVICES

    24-hour access

    Operators

    Foreign language capability

    Client service rep available

    Account balance

    Account transfers

    Changes to current/future allocations

    Loan request/processing

    Performance data

    Fund information

    Retirement planning assistance

    SECURE PRIVATE NETWORK SERVICES

    24-hour access

    Operators

    Interactive e-mail

    Foreign language capability

    Client service rep available

    Account balance

    Account transfers

    Changes to current/future allocations

    Loan request/processing

    Performance data

    Fund information

    Retirement planning assistance

    WEB SITE

    24-hour access

    Operators

    Interactive e-mail

    Foreign language capability

    Client service rep available

    Account balance

    Account transfers

    Changes to current/future allocations

    Loan request/processing

    Performance data

    Fund information

    Retirement planning assistance

    Towers Perrin provides services to 86 sponsors, all for record keeping and administration only.

    Don Biron is client contact.

    Transamerica

    1150 S. Olive St., Los Angeles, CA 90015; phone: (888) 401k-TAM; fax: (213) 741-7742;

    www.ta-retirement.com

    (No. of participants)

    Total 185,714

    Bundled (inc. in-house asset mgmt.) 185,000

    Record keeping/administration only 714

    Participants served directly 185,714

    Bundled (inc. in-house asset mgmt.) 185,000

    Record keeping/administration only 714

    SERVICES PROVIDED:

    Plan design

    Employee meetings

    Generic employee investment education

    Generic employee communications

    Customized employee communications

    Compliance and reporting

    Consulting services

    TOLL-FREE NUMBER SERVICES

    24-hour access

    Operators

    Foreign language capability

    Client service rep available

    Account balance

    Account transfers

    Changes to current/future allocations

    Loan request/processing

    Performance data

    Fund information

    Statements on demand

    Dollar cost averaging

    Automatic portfolio rebalancing

    WEB SITE

    24-hour access

    Interactive e-mail

    Account balance

    Account transfers

    Changes to current/future allocations

    Performance data

    Fund information

    Statements on demand

    Automatic portfolio rebalancing

    INVESTMENT MANAGEMENT SERVICES

    Daily valuation

    Total defined contribution assets: $8.1 billion

    In-house investment management services are provided through:

    Separate accounts

    Stable value funds

    External investment management services are provided through:

    Separate accounts

    Transamerica provides services to 1,494 sponsors: 1,480 for bundled services, including in-house investment management, and 14 for record keeping and administration only.

    It has partnerships with AIM; Franklin Templeton; Fidelity; Janus; MFS; Neuberger & Berman; Stein Roe; Putnam; Strong; Brandywine; Loomis, Sayles; Pilgrim Baxter; and T. Rowe Price in investment management.

    Diana Geraci is client contact.

    Trustar Retirement Services

    1013 Centre Rd., Wilmington, DE 19805; phone: (800) 332-401k; fax: (302) 995-6013;

    www.trustar-rs.com

    (No. of participants)

    Total 485,000

    Record keeping/administration only 485,000

    SERVICES PROVIDED:

    Plan design

    Employee meetings

    Generic employee investment education

    Generic employee communications

    Customized employee communications

    Compliance and reporting

    TOLL-FREE NUMBER SERVICES

    24-hour access

    Operators

    Foreign language capability

    Client service rep available

    Account balance

    Account transfers

    Changes to current/future allocations

    WEB SITE

    24-hour access

    Interactive e-mail

    Account balance

    Trustar Retirement Services provides services to 24,950 sponsors, all for record keeping and administration only.

    Michael Spencer is client contact.

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