RESEARCH

2017 PLANADVISER DCIO Survey

Providers

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T. Rowe Price

TOTAL DCIO ASSETS ($MM)
Q1 2017$267,672
Year ending 12/31/2016$249,655
Year ending 12/31/2015$229,933
Total DCIO funds228
TOP DCIO FUND
Fund nameT. Rowe Price Retirement Date Funds
Fund assets ($MM)$170,398
Portfolio managerJ. Clark
Start date2002
Number of TDF series2
DCIO ASSET BREAKDOWN (does not include “other” categories)
Mutual funds68%
Collectives13%
Separate accounts19%
Stocks50%
Bonds (excluding stable value)2%
Stable value/Money market4%
Asset allocation (target-date, target-risk, balanced)44%
% Active/Passive95/5
ADVISER SUPPORT/SERVICES
Salespeople focused on advisers24
Salespeople focused on institutional5
Compliance support
Plan benchmarking
Target-date evaluation tools
# OF RECORDKEEPER SELLING AGREEMENTS50
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.