RESEARCH |
2016
PLANADVISER Defined Contribution Investment Only (DCIO) Survey
Reported by PLANADVISER
Providers
Fidelity Investments
| TOTAL DCIO ASSETS ($MM) | |
|---|---|
| Q1 2016 | $76,520 |
| Year ending 12/31/2015 | $75,470 |
| Year ending 12/31/2014 | $74,101 |
| Total DCIO funds | 214 |
| TOP DCIO FUND | |
|---|---|
| Fund name | FidelityContrafund |
| Fund assets ($MM) | $17,049 |
| Portfolio manager | W. Danoff |
| Start date | 1990 |
| Number of TDF series | 2 |
| DCIO ASSET BREAKDOWN (does not include “other” categories) | |
|---|---|
| Mutual funds | 93% |
| Collectives | 5% |
| Separate accounts | 3% |
| Stocks | 80% |
| Bonds (excluding stable value) | 11% |
| Stable value/Money market | 3% |
| Asset allocation (target-date, target-risk, balanced) | 6% |
| % Active/Passive | 91/9 |
| ADVISER SUPPORT/SERVICES | |
|---|---|
| Salespeople focused on advisers | 15 |
| Salespeople focused on institutional | 0 |
| Compliance support | |
| Plan benchmarking | |
| Target-date evaluation tools | |
| # OF RECORDKEEPER SELLING AGREEMENTS |
|---|
| NA = Not availabe |