|
Fixed Income |
Large Cap Value |
Large Cap Growth |
Foreign |
Small Company |
Portfolio |
|
|
|
|
|
|
|
Morningstar Averages for the Universe |
n/a |
1.65% |
4.61% |
5.79% |
2.25% |
n/a |
|
|
|
|
|
|
|
Stable Value Option |
0.35% |
|
|
|
|
|
Wellington Core |
0.44% |
|
|
|
|
|
PRIMCO GIC |
0.43% |
|
|
|
|
|
Cash |
0.17% |
|
|
|
|
|
BlackRock Instl. Money Market Fund |
0.02% |
|
|
|
|
|
|
|
|
|
|
|
|
Benchmark |
|
|
|
|
|
|
BC 1-3 yr. Govt./Treas. |
0.30% |
|
|
|
|
|
|
|
|
|
|
|
|
Equity Index Option (BlackRock US Equity Index) |
|
|
2.82% |
|
|
|
|
|
|
|
|
|
|
Benchmark |
|
|
|
|
|
|
Russell 3000 |
|
|
2.85% |
|
|
|
|
|
|
|
|
|
|
Value Stock Option |
|
1.84% |
|
|
|
|
JP Morgan Equity Income |
|
1.29% |
|
|
|
|
T. Rowe Price Value |
|
1.38% |
|
|
|
|
Goldman Sachs Mid Value Instl. |
|
1.80% |
|
|
|
|
Neuberger Berman Large Cap Value |
|
-0.87% |
|
|
|
|
Sequoia |
|
9.19% |
|
|
|
|
BlackRock Value Index |
|
0.97% |
|
|
|
|
|
|
|
|
|
|
|
Benchmark |
|
|
|
|
|
|
Russell Price Driven (1000 Value) |
|
0.65% |
|
|
|
|
|
|
|
|
|
|
|
Growth Stock Option |
|
|
4.77% |
|
|
|
Marsico Focus |
|
|
3.99% |
|
|
|
Wellington Mid Cap Opportunities |
|
|
5.81% |
|
|
|
Primecap Odyssey Growth |
|
|
3.72% |
|
|
|
T. Rowe Price Growth Stock |
|
|
6.42% |
|
|
|
Broad Run Mid Cap Growth |
|
|
3.90% |
|
|
|
BlackRock Growth Index |
|
|
5.00% |
|
|
|
|
|
|
|
|
|
|
Benchmark |
|
|
|
|
|
|
Russell Earnings Growth (1000 Growth) |
|
|
5.03% |
|
|
|
|
|
|
|
|
|
|
International Stock Option |
|
|
|
5.85% |
|
|
American Century Intl. Growth |
|
|
|
6.37% |
|
|
Templeton Instl. Foreign |
|
|
|
5.39% |
|
|
Thornburg Intl Value |
|
|
|
7.77% |
|
|
DFA Emerging Markets Value |
|
|
|
2.72% |
|
|
TCW International Small Cap |
|
|
|
4.68% |
|
|
MFS International Value |
|
|
|
7.67% |
|
|
Brandes International Small Cap Equity |
|
|
|
8.01% |
|
|
BlackRock ACWI ex-US IMI Index |
|
|
|
5.69% |
|
|
|
|
|
|
|
|
|
Benchmark |
|
|
|
|
|
|
MSCI ACWI Ex-US IMI (net) |
|
|
|
5.17% |
|
|
|
|
|
|
|
|
|
Diversified Small Company Stock Option |
|
|
|
|
1.69% |
|
DFA U.S. Micro Cap Portfolio |
|
|
|
|
0.83% |
|
Royce Opportunity |
|
|
|
|
0.82% |
|
Brown Capital Mgmt. Small. Co. Instl. |
|
|
|
|
3.12% |
|
Buffalo Small Cap |
|
|
|
|
3.01% |
|
Deutsche Small Cap Value Separate Account |
|
|
|
|
1.31% |
|
Mutual of America Disciplined Small Cap Value |
|
|
|
|
1.28% |
|
Walthausen Small Cap Value |
|
|
|
|
0.45% |
|
BlackRock Small Company Index |
|
|
|
|
2.51% |
|
|
|
|
|
|
|
|
Benchmark |
|
|
|
|
|
|
Russell 2000 Total |
|
|
|
|
2.53% |
|
|
|
|
|
|
|
|
Retirement Model Portfolio |
|
|
|
|
|
0.93% |
|
|
|
|
|
|
|
Benchmark |
|
|
|
|
|
|
Retirement Composite Index |
|
|
|
|
|
0.82% |
|
|
|
|
|
|
|
Conservative Model Portfolio |
|
|
|
|
|
1.14% |
|
|
|
|
|
|
|
Benchmark |
|
|
|
|
|
|
Conservative Composite Index |
|
|
|
|
|
0.88% |
|
|
|
|
|
|
|
Moderate Model Portfolio |
|
|
|
|
|
2.27% |
|
|
|
|
|
|
|
Benchmark |
|
|
|
|
|
|
Moderate Composite Index |
|
|
|
|
|
2.15% |
|
|
|
|
|
|
|
Aggressive Model Portfolio |
|
|
|
|
|
2.67% |
|
|
|
|
|
|
|
Benchmark |
|
|
|
|
|
|
Aggressive Composite Index |
|
|
|
|
|
2.62% |