2017
PLANADVISER DCIO Survey

Now in its sixth year of publication, the PLANADVISER Defined Contribution Investment Only (DCIO) Survey continues its trend of finding a steady increase in DC plan assets among the survey’s 41 participating providers.

Providers

Providers

PGIM Investments

TOTAL DCIO ASSETS ($MM)
Q1 2017$73,881
Year ending 12/31/2016$71,726
Year ending 12/31/2015$66,575
Total DCIO funds70
TOP DCIO FUND
Fund namePrudential Total Return Bond/Core Plus
Fund assets ($MM)$15,858
Portfolio managerM. Collins, R. Tipp, R. Piccirillo, G. Peters
Start date2009, 2002, 2012, 2014
Number of TDF series4
DCIO ASSET BREAKDOWN (does not include “other” categories)
Mutual funds32%
Collectives50%
Separate accounts18%
Stocks33%
Bonds (excluding stable value)65%
Stable value/Money market0%
Asset allocation (target-date, target-risk, balanced)2%
% Active/Passive5/95
ADVISER SUPPORT/SERVICES
Salespeople focused on advisers6
Salespeople focused on institutional5
Compliance support
Plan benchmarking
Target-date evaluation tools
# OF RECORDKEEPER SELLING AGREEMENTS55