RESEARCH

PLANADVISER’s 2014 DCIO Survey

Providers

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T. Rowe Price

TOTAL DCIO ASSETS ($MM)
Q1 2014$191,129
Year ending 12/31/2013$181,399
Year ending 12/31/2012$131,054
TOP DCIO FUND
Fund nameT. Rowe Price Retirement Date Funds
Fund assets ($MM)$56,679
Portfolio managerJerome Clark
Start date2002
DCIO ASSET BREAKDOWN (does not include “other” categories)
Mutual funds68%
Collectives6%
Separate accounts24%
Stocks59%
Bonds (excluding stable value)5%
Stable value1%
Money market0%
Asset allocation*35%
% Active/Passive
ADVISER SUPPORT/SERVICES
Salespeople focused on advisers12
Salespeople focused on institutional9
Compliance support
Plan benchmarking
Target-date evaluation tools
Training for DC plan sales/service
Investment committee meetings
# OF RK SELLING AGREEMENTS49
*Target-date, target-risk, balanced.

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.