MyPlanIQ 401k Investor PWC SUPPORT SERVICES 401K RETIREMENT PLAN

PWC SUPPORT SERVICES 401K RETIREMENT PLAN

This Plan is unrated.
Investment Options
Total Available Funds: 25
Asset Class Ticker Description Rating
REAL ESTATE
Global Real Estate IGLIX ING Global Real Estate
Emerging Market
DIVERSIFIED EMERGING MKTS LZEMX Lazard Emerging Markets
DIVERSIFIED EMERGING MKTS PIEIX Principal International Emerging Markets
INTERNATIONAL EQUITY
Foreign Large Blend EFA Northern Trust Daily EAFE Index
Foreign Large Blend MRSJX MFS Research International R4
Foreign Large Blend MOSSX MassMutual Select Global Allocation
Others
Target Date 2026-2030 PRRTX 2030 Life Cycle Strategy
Target Date 2036-2040 PRZZX 2040 Life Cycle Strategy
Target Date 2016-2020 PRRNX 2020 Life Cycle Strategy
Total Available Funds: 25
Asset Class Ticker Description Rating
REAL ESTATE
Global Real Estate IGLIX ING Global Real Estate
Emerging Market
DIVERSIFIED EMERGING MKTS LZEMX Lazard Emerging Markets
DIVERSIFIED EMERGING MKTS PIEIX Principal International Emerging Markets
INTERNATIONAL EQUITY
Foreign Large Blend EFA Northern Trust Daily EAFE Index
Foreign Large Blend MRSJX MFS Research International R4
Foreign Large Blend MOSSX MassMutual Select Global Allocation
Others
Target Date 2026-2030 PRRTX 2030 Life Cycle Strategy
Target Date 2036-2040 PRZZX 2040 Life Cycle Strategy
Target Date 2016-2020 PRRNX 2020 Life Cycle Strategy
Target Date 2011-2015 PRRLX 2015 Life Cycle Strategy
US EQUITY
LARGE VALUE SSHFX Sound Shore Large Value
LARGE BLEND VFINX Northern Trust S&P 500
Mid-Cap Growth NBGEX Neuberger Berman Genesis
Mid-Cap Growth NMCIX ING VP Mid Cap Opportunities
SMALL BLEND NSIDX Northern Trust Small Company Index
Small Growth MMGEX MassMutual Select Small Cap Growth Equity
MID-CAP VALUE IPVSX ING Pioneer Mid Cap Value
LARGE GROWTH PGLIX Principal Large Cap Growth
LARGE GROWTH CLGYX Calvert Large Cap Growth
LARGE VALUE MEIJX MFS Value R4
FIXED INCOME
Inflation-Protected Bond VIPSX Northern Trust TIPS
LONG GOVERNMENT VUSTX Northern Trust Long Government Bond
Intermediate-Term Bond HABDX Harbor Bond
Multisector Bond OSIYX Oppenheimer Global Strategic Income Y
High Yield Bond HYFAX Harbor High Yield Bond
Total Available Funds: 25
  • R*: Redemption (Minimum months to hold).
  • RT: Round Trip (number of times allowed to buy/sell in trailing 12 months).
  • WP: Waiting Period (minimum months to wait before buy again).
  • M*:Mark (p: proxy, n: not used).
Asset Class Ticker Description Rating R* RT WP Expense Yield
REAL ESTATE
Global Real Estate IGLIX ING Global Real Estate 0% 1 60 0 1.01% 21.25%
Emerging Market
DIVERSIFIED EMERGING MKTS LZEMX Lazard Emerging Markets 91% 1 60 0 1.07% 2.97%
DIVERSIFIED EMERGING MKTS PIEIX Principal International Emerging Markets 91% 1 60 0 1.11% 0.27%
INTERNATIONAL EQUITY
Foreign Large Blend EFA Northern Trust Daily EAFE Index 100% 1 60 0 0.33% 3.24%
Foreign Large Blend MRSJX MFS Research International R4 89% 1 60 0 0.75% 1.92%
Foreign Large Blend MOSSX MassMutual Select Global Allocation 77% 1 60 0 0.89% 5.88%
Others
Target Date 2026-2030 PRRTX 2030 Life Cycle Strategy 87% 1 60 0 0.6% 2.55%
Target Date 2036-2040 PRZZX 2040 Life Cycle Strategy 87% 1 60 0 0.85% 1.69%
Target Date 2016-2020 PRRNX 2020 Life Cycle Strategy 0% 1 60 0 0.65% 5.19%
Target Date 2011-2015 PRRLX 2015 Life Cycle Strategy 0% 1 60 0 0.78% 0%
US EQUITY
LARGE VALUE SSHFX Sound Shore Large Value 99% 1 60 0 0.94% 0.53%
LARGE BLEND VFINX Northern Trust S&P 500 97% 1 60 0 0.14% 1.25%
Mid-Cap Growth NBGEX Neuberger Berman Genesis 96% 1 60 0 0.84% 2.24%
Mid-Cap Growth NMCIX ING VP Mid Cap Opportunities 85% 1 60 0 0.83% 9.98%
SMALL BLEND NSIDX Northern Trust Small Company Index 78% 1 60 0 0.1% 6.94%
Small Growth MMGEX MassMutual Select Small Cap Growth Equity 43% 1 60 0 1.57% 8.92%
MID-CAP VALUE IPVSX ING Pioneer Mid Cap Value 0% 1 60 0 0.9% 1%
LARGE GROWTH PGLIX Principal Large Cap Growth 0% 1 60 0 0.67% 34.48%
LARGE GROWTH CLGYX Calvert Large Cap Growth 0% 1 60 0 NA 0%
LARGE VALUE MEIJX MFS Value R4 0% 1 60 0 0.8% 1.38%
FIXED INCOME
Inflation-Protected Bond VIPSX Northern Trust TIPS 98% 1 60 0 0.07% 2.87%
LONG GOVERNMENT VUSTX Northern Trust Long Government Bond 96% 1 60 0 0.1% 4.04%
Intermediate-Term Bond HABDX Harbor Bond 93% 1 60 0 0.3% 3.85%
Multisector Bond OSIYX Oppenheimer Global Strategic Income Y 85% 1 60 0 1.05% 4.9%
High Yield Bond HYFAX Harbor High Yield Bond 0% 1 60 0 0.9% 4.87%
Average Expense Ratio: 0.72%
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Model Portfolios
Strategic Asset Allocation - Equal Weight: Click here to see this strategy description
Equal Weight & Regular Rebalance YTD**
Return		 1Yr
AR*		 3Yr
AR*		 5Yr
AR*		 10Yr
AR*		 15Yr
AR*
Click for Portfolio Details or Follow 4.5% 6.5% 2.1% 3.9% 4.2% 4.7%

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Strategic Asset Allocation - Optimal: Click here to see this strategy description
Optimal Weight & Regular Rebalance YTD**
Return		 1Yr
AR*		 3Yr
AR*		 5Yr
AR*		 10Yr
AR*		 15Yr
AR*
Click for Portfolio Details or Follow 7.0% 11.1% 4.7% 5.4% 6.2% 6.1%

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Tactical Asset Allocation: Click here to see this strategy description
Dynamic Asset Switching YTD**
Return		 1Yr
AR*		 3Yr
AR*		 5Yr
AR*		 10Yr
AR*		 15Yr
AR*
Click for Portfolio Details or Follow -0.3% -1.4% -4.0% 1.7% 0.5% 1.8%

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Asset Allocation Composite: Click here to see this strategy description
Strategic Asset Allocation with Dynamic Risk Adjustment YTD**
Return		 1Yr
AR*		 3Yr
AR*		 5Yr
AR*		 10Yr
AR*		 15Yr
AR*
Click for Portfolio Details or Follow 1.4% 3.3% 0.6% 2.3% 2.7% 4.8%

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*     AR: Annualized Return
**   YTD: Year to Date (not annualized)
*** The above portfolios are of moderate risk, which means that more than 40% of assets are in fixed income funds.


Description
The plan consists of 27 funds. It covers 5 major asset classes and 21 minor asset classes. The major asset classes it covers are US Equity, Foreign Equity, Fixed Income, REITs and Emerging Market Equity.


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