RESEARCH

PLANADVISER’s 2014 DCIO Survey

Providers

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Fidelity Investments

TOTAL DCIO ASSETS ($MM)
Q1 2014$69,599
Year ending 12/31/2013$72,758
Year ending 12/31/2012$68,321
TOP DCIO FUND
Fund nameFidelity Contrafund
Fund assets ($MM)$17,513
Portfolio managerWill Danoff
Start date1990
DCIO ASSET BREAKDOWN (does not include “other” categories)
Mutual funds88%^
Collectives2%
Separate accounts5%
Stocks81%
Bonds (excluding stable value)9%
Stable value1%
Money market4%
Asset allocation*5%
% Active/Passive
ADVISER SUPPORT/SERVICES
Salespeople focused on advisers15
Salespeople focused on institutional5
Compliance support
Plan benchmarking
Target-date evaluation tools
Training for DC plan sales/service
Investment committee meetings
# OF RK SELLING AGREEMENTS75
*Target-date, target-risk, balanced. ^An additional 5% is non-mutual funds.

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.