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

Wellington Management Company LLP

TOTAL DCIO ASSETS ($MM)
Q1 2017$17,977
Year ending 12/31/2016$17,982
Year ending 12/31/2015$17,348
Total DCIO funds39
TOP DCIO FUND
Fund nameGrowth Equity
Fund assets ($MM)$2,070
Portfolio managerA. Schilling
Start date2000
Number of TDF series1
DCIO ASSET BREAKDOWN (does not include “other” categories)
Mutual funds0%
Collectives38%
Separate accounts62%
Stocks65%
Bonds (excluding stable value)24%
Stable value/Money market0%
Asset allocation (target-date, target-risk, balanced)2%
% Active/Passive100/0
ADVISER SUPPORT/SERVICES
Salespeople focused on advisers0
Salespeople focused on institutional0
Compliance support
Plan benchmarking
Target-date evaluation tools
# OF RECORDKEEPER SELLING AGREEMENTS25