Providers
Fidelity Investments
TOTAL DCIO ASSETS ($MM) | |
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Q1 2014 | $69,599 |
Year ending 12/31/2013 | $72,758 |
Year ending 12/31/2012 | $68,321 |
TOP DCIO FUND | |
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Fund name | Fidelity Contrafund |
Fund assets ($MM) | $17,513 |
Portfolio manager | Will Danoff |
Start date | 1990 |
DCIO ASSET BREAKDOWN (does not include “other” categories) | |
---|---|
Mutual funds | 88%^ |
Collectives | 2% |
Separate accounts | 5% |
Stocks | 81% |
Bonds (excluding stable value) | 9% |
Stable value | 1% |
Money market | 4% |
Asset allocation* | 5% |
% Active/Passive |
ADVISER SUPPORT/SERVICES | |
---|---|
Salespeople focused on advisers | 15 |
Salespeople focused on institutional | 5 |
Compliance support | |
Plan benchmarking | |
Target-date evaluation tools | |
Training for DC plan sales/service | |
Investment committee meetings |
# OF RK SELLING AGREEMENTS | 75 |
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*Target-date, target-risk, balanced. ^An additional 5% is non-mutual funds. |