RESEARCH |
2016
PLANADVISER Defined Contribution Investment Only (DCIO) Survey
Reported by PLANADVISER
Providers
BlackRock
| TOTAL DCIO ASSETS ($MM) | |
|---|---|
| Q1 2016 | $630,161 |
| Year ending 12/31/2015 | $620,617 |
| Year ending 12/31/2014 | $599,199 |
| Total DCIO funds | 150 |
| TOP DCIO FUND | |
|---|---|
| Fund name | LifePath Target Date Fund |
| Fund assets ($MM) | $129,288 |
| Portfolio manager | A. Whitelaw, A. Mason |
| Start date | 2010, 2009 |
| Number of TDF series | 4 |
| DCIO ASSET BREAKDOWN (does not include “other” categories) | |
|---|---|
| Mutual funds | 6% |
| Collectives | 41% |
| Separate accounts | 53% |
| Stocks | 63% |
| Bonds (excluding stable value) | 14% |
| Stable value/Money market | 0% |
| Asset allocation (target-date, target-risk, balanced) | 21% |
| % Active/Passive | 13/87 |
| ADVISER SUPPORT/SERVICES | |
|---|---|
| Salespeople focused on advisers | 22 |
| Salespeople focused on institutional | 13 |
| Compliance support | |
| Plan benchmarking | |
| Target-date evaluation tools | |
| # OF RECORDKEEPER SELLING AGREEMENTS | 59 |
|---|
| NA = Not availabe |