RESEARCH

PLANADVISER’s 2014 DCIO Survey

Providers

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Wells Fargo

TOTAL DCIO ASSETS ($MM)
Q1 2014$56,710
Year ending 12/31/2013$57,013
Year ending 12/31/2012$49,048
TOP DCIO FUND
Fund nameDow Jones Target Date Funds
Fund assets ($MM)$14,748
Portfolio managerGIA, Inc.
Start date2006
DCIO ASSET BREAKDOWN (does not include “other” categories)
Mutual funds85%
Collectives5%
Separate accounts10%
Stocks35%
Bonds (excluding stable value)10%
Stable value0%
Money market23%
Asset allocation*32%
% Active/Passive
ADVISER SUPPORT/SERVICES
Salespeople focused on advisers4
Salespeople focused on institutional18
Compliance support
Plan benchmarking
Target-date evaluation tools
Training for DC plan sales/service
Investment committee meetings
# OF RK SELLING AGREEMENTS100
*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.