RESEARCH |
2016
PLANADVISER Defined Contribution Investment Only (DCIO) Survey
Reported by PLANADVISER
Providers
AB
| TOTAL DCIO ASSETS ($MM) | |
|---|---|
| Q1 2016 | $47,300 |
| Year ending 12/31/2015 | $46,618 |
| Year ending 12/31/2014 | $37,421 |
| Total DCIO funds | 50 |
| TOP DCIO FUND | |
|---|---|
| Fund name | Target-Date Strategies |
| Fund assets ($MM) | $34,815 |
| Portfolio manager | Multi-asset portfolio team |
| Start date | Since inception |
| Number of TDF series | 4 |
| DCIO ASSET BREAKDOWN (does not include “other” categories) | |
|---|---|
| Mutual funds | 17% |
| Collectives | 11% |
| Separate accounts | 73% |
| Stocks | 12% |
| Bonds (excluding stable value) | 4% |
| Stable value/Money market | 0% |
| Asset allocation (target-date, target-risk, balanced) | 84% |
| % Active/Passive | 100/0 |
| ADVISER SUPPORT/SERVICES | |
|---|---|
| Salespeople focused on advisers | 97 |
| Salespeople focused on institutional | 27 |
| Compliance support | |
| Plan benchmarking | |
| Target-date evaluation tools | |
| # OF RECORDKEEPER SELLING AGREEMENTS | 105 |
|---|
| NA = Not availabe |