RESEARCH |
2016
PLANADVISER Defined Contribution Investment Only (DCIO) Survey
Reported by PLANADVISER
Providers
T. Rowe Price
| TOTAL DCIO ASSETS ($MM) | |
|---|---|
| Q1 2016 | $233,612 |
| Year ending 12/31/2015 | $229,933 |
| Year ending 12/31/2014 | $209,175 |
| Total DCIO funds | |
| TOP DCIO FUND | |
|---|---|
| Fund name | T. Rowe Price Retirement Date Funds |
| Fund assets ($MM) | $146,539 |
| Portfolio manager | J.A. Clark |
| Start date | 2002 |
| Number of TDF series | 2 |
| DCIO ASSET BREAKDOWN (does not include “other” categories) | |
|---|---|
| Mutual funds | 69% |
| Collectives | 11% |
| Separate accounts | 20% |
| Stocks | 52% |
| Bonds (excluding stable value) | 2% |
| Stable value/Money market | 4% |
| Asset allocation (target-date, target-risk, balanced) | 43% |
| % Active/Passive | 95/5 |
| ADVISER SUPPORT/SERVICES | |
|---|---|
| Salespeople focused on advisers | 15 |
| Salespeople focused on institutional | 9 |
| Compliance support | |
| Plan benchmarking | |
| Target-date evaluation tools | |
| # OF RECORDKEEPER SELLING AGREEMENTS | 49 |
|---|
| NA = Not availabe |