Art by Armando VeveArt by Armando Veve

2018 PLANADVISER DCIO Survey

An overview of the top providers.

Providers

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Fidelity Investments

TOTAL DCIO ASSETS ($MM)
Q1 2018$84,420
Year ending 12/31/2017$83,148
Year ending 12/31/2016$69,708
Total DCIO funds275
TOP DCIO FUND
Fund nameFidelity Contrafund
Fund assets ($MM)$16,455
Portfolio managerW. Danoff
Start date1990
Number of TDF series7
DCIO ASSET BREAKDOWN (does not include “other” categories)
Mutual funds71%
Collective investment trusts16%
Separate accounts5%
Stocks76%
Bonds (excluding stable value)16%
Stable value/Money market4%
Asset allocation (target-date, target-risk, balanced)5%
% Active/Passive88%/12%
ADVISER SUPPORT/SERVICES
Salespeople focused on advisers14
Salespeople focused on institutional8
Compliance support
Plan benchmarking
Target-date evaluation tools
# OF RECORDKEEPER SELLING AGREEMENTS275

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.