RESEARCH

2017 PLANADVISER DCIO Survey

Providers

To access this premium content, please sign up for a free account!

Fidelity Investments

TOTAL DCIO ASSETS ($MM)
Q1 2017$73,143
Year ending 12/31/2016$69,708
Year ending 12/31/2015$75,470
Total DCIO funds228
TOP DCIO FUND
Fund nameFidelityContrafund
Fund assets ($MM)$14,865
Portfolio managerW. Danoff
Start date1990
Number of TDF series4
DCIO ASSET BREAKDOWN (does not include “other” categories)
Mutual funds81%
Collectives10%
Separate accounts7%
Stocks78%
Bonds (excluding stable value)12%
Stable value/Money market4%
Asset allocation (target-date, target-risk, balanced)6%
% Active/Passive90/10
ADVISER SUPPORT/SERVICES
Salespeople focused on advisers14
Salespeople focused on institutional8
Compliance support
Plan benchmarking
Target-date evaluation tools
# OF RECORDKEEPER SELLING AGREEMENTS250
1 7 8 9 10 11 15

ARCHIVE

DCIO Survey

The reach of defined contribution investment only marketplace—and how industry insiders expect intermediaries to expand the current concentration of assets among a few DCIO providers to competing investment firms.