RESEARCH

2017 PLANADVISER DCIO Survey

Providers

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Wells Fargo Asset Management

TOTAL DCIO ASSETS ($MM)
Q1 2017$134,592
Year ending 12/31/2016$135,039
Year ending 12/31/2015$136,728
Total DCIO funds106
TOP DCIO FUND
Fund nameWells Fargo Stable Return Fund
Fund assets ($MM)$29,169
Portfolio managerTeam managed
Start date1985
Number of TDF series3
DCIO ASSET BREAKDOWN (does not include “other” categories)
Mutual funds26%
Collectives31%
Separate accounts43%
Stocks13%
Bonds (excluding stable value)11%
Stable value/Money market68%
Asset allocation (target-date, target-risk, balanced)8%
% Active/Passive86/14
ADVISER SUPPORT/SERVICES
Salespeople focused on advisers10
Salespeople focused on institutional30
Compliance support
Plan benchmarking
Target-date evaluation tools
# OF RECORDKEEPER SELLING AGREEMENTS42
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.