DCP Small Cap Equity Fund.pdf

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Attached to
T2327 - Defined Contribution Retirement Program Administrative Services: NJSEDCP & NJDCRP
Solicitation number
26DPP01201
Issued by
New Jersey

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This is a product description document for the DCP Small Cap Equity Fund related to the State of New Jersey's Defined Contribution Retirement Program (NJDCRP) and New Jersey State Employees Deferred Compensation Plan (NJSEDCP) procurement. The document outlines investment fund characteristics and performance metrics for a small-capitalization equity fund option available within these retirement plans, which collectively serve 163,987 unique participants across approximately 1,814 participant locations with total assets of roughly $6.1 billion. The fund is designed to provide long-term capital growth exposure through investment in small-capitalization equities, representing one of 27 investment options available to plan participants. The procurement process includes an optional pre-quote conference scheduled for December 23, 2025, at 10:30 AM Eastern Time, with electronic questions due by January 5, 2026, at 2:00 PM, and quotes due February 20, 2026, at 2:00 PM. The base contract term is five years with options to extend up to two additional years.

The State of New Jersey is seeking a single-source administrative services provider capable of managing both the 457(b) governmental plan (NJSEDCP) and 401(a) plan (NJDCRP) on a turnkey basis. Qualified vendors must demonstrate over five years of experience administering bundled services for both plan types, have management experience with at least five defined contribution plans with a minimum of 50,000 participants, and provide assets on a group contract basis. Bidders must submit pricing on a fixed flat dollar-per-participant basis, encompassing implementation, conversion, administration, recordkeeping, education, and trustee expenses, with revenue sharing from investments rebated to participants. The incumbent contractor is Empower (formerly Prudential). Insurance requirements include professional liability coverage of at least $2,000,000 per claim and cyber breach insurance of not less than $10,000,000 per occurrence. No small business or disabled veterans' business set-asides apply to this procurement. All plan expenses are borne by participants, and the contract requires one dedicated on-site representative and ten full-time field service representatives.

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