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2018 PLANADVISER DCIO Survey

An overview of the top providers.

Providers

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T. Rowe Price

TOTAL DCIO ASSETS ($MM)
Q1 2018$324,000
Year ending 12/31/2017$311,736
Year ending 12/31/2016$249,655
Total DCIO funds
TOP DCIO FUND
Fund nameT. Rowe Price Retirement Date Funds
Fund assets ($MM)$226,352
Portfolio managerJ. Clark
Start date2002
Number of TDF series3
DCIO ASSET BREAKDOWN (does not include “other” categories)
Mutual funds63%
Collective investment trusts18%
Separate accounts19%
Stocks51%
Bonds (excluding stable value)2%
Stable value/Money market3%
Asset allocation (target-date, target-risk, balanced)44%
% Active/Passive99%/1%
ADVISER SUPPORT/SERVICES
Salespeople focused on advisers24
Salespeople focused on institutional6
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.