2016
PLANADVISER Defined Contribution Investment Only (DCIO) Survey

Providers

Providers

Allianz Global Investors

TOTAL DCIO ASSETS ($MM)
Q1 2016$11,699
Year ending 12/31/2015$10,401
Year ending 12/31/2014$11,768
Total DCIO funds45
TOP DCIO FUND
Fund nameAllianzGI Small Cap Value
Fund assets ($MM)$4,411
Portfolio managerMagnuson, Fisher
Start date1995, 1991 (inception)
Number of TDF series2
DCIO ASSET BREAKDOWN (does not include “other” categories)
Mutual funds94%
Collectives4%
Separate accounts2%
Stocks71%
Bonds (excluding stable value)14%
Stable value/Money market0%
Asset allocation (target-date, target-risk, balanced)15%
% Active/Passive100/0
ADVISER SUPPORT/SERVICES
Salespeople focused on advisers10
Salespeople focused on institutional5
Compliance support
Plan benchmarking
Target-date evaluation tools
# OF RECORDKEEPER SELLING AGREEMENTS61
NA = Not availabe