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2018 PLANADVISER DCIO Survey

An overview of the top providers.

Providers

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MFS Investment Management

TOTAL DCIO ASSETS ($MM)
Q1 2018$66,239
Year ending 12/31/2017$67,832
Year ending 12/31/2016$55,054
Total DCIO funds60
TOP DCIO FUND
Fund nameMFS Value
Fund assets ($MM)$15,440
Portfolio managerS. Gorham
Start date2001
Number of TDF series1
DCIO ASSET BREAKDOWN (does not include “other” categories)
Mutual funds82%
Collective investment trusts7%
Separate accounts11%
Stocks81%
Bonds (excluding stable value)4%
Stable value/Money market0%
Asset allocation (target-date, target-risk, balanced)15%
% Active/Passive100%/0%
ADVISER SUPPORT/SERVICES
Salespeople focused on advisers15
Salespeople focused on institutional4
Compliance support
Plan benchmarking
Target-date evaluation tools
# OF RECORDKEEPER SELLING AGREEMENTS50

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.