2016
PLANADVISER Defined Contribution Investment Only (DCIO) Survey

Providers

Providers

Invesco

TOTAL DCIO ASSETS ($MM)
Q1 2016$101,139
Year ending 12/31/2015$100,648
Year ending 12/31/2014$97,665
Total DCIO funds95
TOP DCIO FUND
Fund nameInvesco Stable Value Trust
Fund assets ($MM)$4,688
Portfolio managerJ. Gilmore
Start date2000
Number of TDF series1
DCIO ASSET BREAKDOWN (does not include “other” categories)
Mutual funds36%
Collectives20%
Separate accounts44%
Stocks38%
Bonds (excluding stable value)1%
Stable value/Money market53%
Asset allocation (target-date, target-risk, balanced)7%
% Active/Passive99/1
ADVISER SUPPORT/SERVICES
Salespeople focused on advisers11
Salespeople focused on institutional19
Compliance support
Plan benchmarking
Target-date evaluation tools
# OF RECORDKEEPER SELLING AGREEMENTS75
NA = Not availabe