Art by Armando VeveArt by Armando Veve

2018 PLANADVISER DCIO Survey

An overview of the top providers.

Providers

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BlackRock

TOTAL DCIO ASSETS ($MM)
Q1 2018$889,411
Year ending 12/31/2017$883,393
Year ending 12/31/2016$714,563
Total DCIO funds170+
TOP DCIO FUND
Fund nameLifePath Target Date Fund
Fund assets ($MM)$204,864
Portfolio managerA. Whitelaw, A. Mason, M. O'Hara
Start date2010, 2009, 2016
Number of TDF series4
DCIO ASSET BREAKDOWN (does not include “other” categories)
Mutual funds7%
Collective investment trusts43%
Separate accounts50%
Stocks62%
Bonds (excluding stable value)11%
Stable value/Money market2%
Asset allocation (target-date, target-risk, balanced)25%
% Active/Passive7%/93%
ADVISER SUPPORT/SERVICES
Salespeople focused on advisers19
Salespeople focused on institutional11
Compliance support
Plan benchmarking
Target-date evaluation tools
# OF RECORDKEEPER SELLING AGREEMENTS69

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.