RESEARCH

PLANADVISER’s 2014 DCIO Survey

Providers

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Wellington Management Company, LLP

TOTAL DCIO ASSETS ($MM)
Q1 2014$17,753
Year ending 12/31/2013$17,261
Year ending 12/31/2012$14,793
TOP DCIO FUND
Fund nameGrowth Equity
Fund assets ($MM)$2,075
Portfolio managerAndrew Shilling
Start date2000
DCIO ASSET BREAKDOWN (does not include “other” categories)
Mutual funds0%
Collectives38%
Separate accounts62%
Stocks64%
Bonds (excluding stable value)22%
Stable value0%
Money market0%
Asset allocation*14%
% Active/Passive
ADVISER SUPPORT/SERVICES
Salespeople focused on advisers
Salespeople focused on institutional
Compliance support
Plan benchmarking
Target-date evaluation tools
Training for DC plan sales/service
Investment committee meetings
# OF RK SELLING AGREEMENTS24
*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.