RESEARCH |
2013
DCIO Survey
When it comes to DCIO providers, investment performance is not the only aspect to consider
Reported by PLANADVISER
Providers
BlackRock
| TOTAL DCIO ASSETS ($MM) | |
|---|---|
| Q1 2013 | $440,090 |
| Year ending 12/31/2012 | $405,413 |
| Year ending 12/31/2011 | $330,072 |
| Year ending 12/31/2010 | $302,141 |
| TOP DCIO FUND | |
|---|---|
| Fund name | LifePath Target Date Fund |
| Fund assets ($MM) | $77,605 |
| Portfolio manager | Leslie Gambon, Alan Mason, Amy Whitelaw |
| Start date | ’07, ’09, ’10 |
| DCIO ASSET BREAKDOWN (does not include “other” categories) | |
|---|---|
| Mutual funds | |
| Collectives | |
| Separate accounts | |
| Stocks | |
| Bonds (excluding stable value) | |
| Stable value | |
| Money market | |
| Asset allocation* | |
| % Active/Passive | |
| ADVISER SERVICES | |
|---|---|
| Compliance support | |
| Access to ERISA counsel | |
| Conferences for advisers | |
| Plan benchmarking | |
| Lead generation for 401(k) | |
| Investment committee meetings | |
| # OF RK SELLING AGREEMENTS |
|---|
| *Target date, target risk, balanced |