Morningstar Advisor - February/March 2009 - (Page 77) Market Share Annual Con- Max. CDSC or tract Charges Front Load CDSC Years GMWB GMIB GMAB Living Benefit Charge Range Largest Subaccount by 9/30/08 Assets Share of Total Assets 3.40% 3.19% 3.06% 3.04% 2.74% 2.60% 2.36% 2.22% 2.21% 2.16% 1.89% 1.73% 1.66% 1.53% 1.49% 1.44% 1.34% 1.28% 1.27% 1.26% 1.22% 1.06% 1.03% 0.95% 0.92% 0.87% 0.86% 0.83% 0.83% 0.83% 0.81% 0.77% 0.76% 0.75% 0.73% 0.68% 0.64% 0.64% 0.60% 0.57% 0.57% 0.55% 0.66% 0.64% 0.64% 0.63% 0.63% 0.60% 0.59% 0.56% 1.77% 1.65% 1.17% 1.77% 1.39% 1.79% 1.42% 1.37% 1.77% 1.27% 1.52% 1.67% 1.79% 1.80% 1.74% 1.40% 1.31% 1.74% 1.71% 1.67% 1.45% 1.60% 1.42% 1.10% 1.72% 1.37% 0.25% 1.71% 1.77% 0.73% 1.57% 1.85% 0.99% 1.66% 1.52% 1.31% 1.39% 1.27% 1.47% 1.39% 1.37% 1.07% 1.27% 0.73% 1.64% 1.31% 1.70% 1.79% 1.66% 1.79% 6.00% 6.00% 7.00% 8.00% 8.50% 7.00% 7.00% 9.00% 6.00% 8.00% 8.50% 7.00% 8.00% 7.00% 7.00% 9.00% 8.00% 7.00% 8.00% 8.50% 7.00% 7.00% 2.00% 9.00% 0.00% 7.00% 5.75% 5.75% 7.00% 6.00% 8.00% 8.00% 7.00% 7.50% 8.00% 7.00% 7.00% 5.75% 7.00% 7.00% 8.00% 6.00% 7.00% 5.75% 8.50% 8.00% 6.00% 0.00% 7.00% 8.00% 4 3 7 4 7 7 3 10 7 8 4 4 4 4 7 7 9 4 9 7 4 3 5 9 0 7 0 0 4 6 4 9 3 8 8 7 7 0 7 7 7 4 7 0 9 4 4 0 7 4 Y Y Y Y Y Y Y Y Y Y Y Y Y Y Y Y Y Y Y Y Y Y Y Y N Y Y Y Y Y Y Y Y Y Y Y Y Y Y Y Y Y Y Y Y Y Y Y Y Y Y N N Y Y Y Y Y N Y Y Y Y Y N Y Y N Y N Y N N Y N N Y N N Y N Y Y Y N N N Y N N Y Y N Y Y Y Y Y N N N Y Y Y Y Y Y Y Y N Y N Y N N Y Y N N Y Y Y N Y N N N N Y N Y Y Y Y N Y N N Y Y N N Y N N N N Y Y Y 0.75%–0.95% 0.40%–0.75% 0.60%–0.65% 0.50%–0.80% 0.45%–1.25% 0.50%–0.80% 0.40%–0.85% 0.25%–0.75% 0.40%–0.75% 0.75%–0.95% 0.25%–0.75% 0.45%–0.90% 0.45%–1.25% 0.45%–0.90% 0.50%–0.65% 0.40%–0.85% 0.50%–0.85% 0.50%–0.65% 0.75%–0.95% 0.40%–0.95% 0.50%–0.85% 0.60%–0.85% 0.00%–0.00% 0.35%–0.95% No LBs 0.50%–0.50% 0.40%–0.90% 0.50%–1.10% 0.45%–1.20% 0.40%–1.25% 0.35%–1.15% 0.50%–0.85% 0.25%–0.70% 0.25%–0.75% 0.25%–0.85% 0.55%–0.95% 0.50%–0.65% 0.45%–0.90% 0.60%–0.75% 0.60%–0.75% 0.75%–0.95% 0.50%–1.25% 0.50%–0.70% 0.45%–0.90% 0.45%–0.80% 0.75%–0.95% 0.50%–0.85% 0.25%–0.75% 0.25%–1.00% 0.40%–0.90% ING LifeStyle Growth S JHT Lifestyle Growth Series II RiverSource VP Diversified Bond AXA Premier VIP Moderate-Plus Alloc B JNL/Mellon Cap Mgmt JNL 5 A AXA Premier VIP Moderate-Plus Alloc B Pacific Select Fund Inflation Managed AS XC6-FIX(ED) JHT Lifestyle Growth Series II ING LifeStyle Growth S AS APEX2-FIX(ED) American Funds Ins Ser Growth 2 JNL/Mellon Cap Mgmt JNL 5 A American Funds Ins Ser Growth 2 Hartfd L4-FIX(ED) Pacific Select Fund Inflation Managed Met Invt Ser Tr Metlf Growth Strat Prt B Hartfd LO4-FIX(ED) ING LifeStyle Growth S AZL Fusion Growth Fund Met Invt Ser Tr Metlf Growth Strat Prt B RiverSource VP Diversified Bond Fidelity VIP Balanced Inv AST Capital Growth Asset Allocation Fidelity VIP Money Market Inv Not Available American Funds Ins Ser Growth-Income 2 Sun Pol2APl-FIX(ED) Sun PolCh3-FIX(ED) GE Investments Funds Total Return 3 PIMCO VIT Low Duration Admin Metropolitan Ser Mod-Aggr Allocation B Ohio ONcrLt-FIX(ED) AS AP3-FIX(ED) American Funds Ins Ser Growth 2 Thrivent Ser Moderate Allocation Not Available LNL C+A A-Fix(ed) NVIT Inv Dest Moderate 2 NVIT Inv Dest Mod Agg 2 ING LifeStyle Moderate Growth S GE Investments Funds Total Return 1 NVIT Inv Dest Mod Agg 2 American Funds Ins Ser Growth-Income 2 American Funds Ins Ser Growth 2 ING LifeStyle Moderate Growth S GE Investments Funds Total Return 1 AST Academic Strategies Asset Allocation SunAmerica Series Tr Davis Vent Value 3 Transam Asset Allocation Mod Gr VP SC 13% 31% 14% 31% 15% 29% 9% 31% 35% 11% 30% 18% 16% 10% 41% 9% 27% 35% 7% 9% 34% 15% 56% 19% 29% N/A 21% 13% 11% 14% 12% 12% 9% 31% 10% 35% N/A 36% 21% 9% 13% 29% 9% 16% 10% 14% 31% 11% 7% 55% GMAB Guaranteed Minimum Accumulation Benefit MorningstarAdvisor.com 77
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