Providers
State Street Global Advisors
TOTAL DCIO ASSETS ($MM) | |
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Q1 2017 | $321,492 |
Year ending 12/31/2016 | $296,494 |
Year ending 12/31/2015 | $256,613 |
Total DCIO funds | 70 |
TOP DCIO FUND | |
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Fund name | S&P 500 |
Fund assets ($MM) | $91,162 |
Portfolio manager | T. Janowski |
Start date | 2005 |
Number of TDF series | 3 |
DCIO ASSET BREAKDOWN (does not include “other” categories) | |
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Mutual funds | 3% |
Collectives | 67% |
Separate accounts | 30% |
Stocks | 70% |
Bonds (excluding stable value) | 9% |
Stable value/Money market | 1% |
Asset allocation (target-date, target-risk, balanced) | 17% |
% Active/Passive | 1/99 |
ADVISER SUPPORT/SERVICES | |
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Salespeople focused on advisers | 8 |
Salespeople focused on institutional | 5 |
Compliance support | |
Plan benchmarking | |
Target-date evaluation tools |
# OF RECORDKEEPER SELLING AGREEMENTS | 32 |
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