RESEARCH |
2017
PLANADVISER DCIO Survey
Now in its sixth year of publication, the PLANADVISER Defined Contribution Investment Only (DCIO) Survey continues its trend of finding a steady increase in DC plan assets among the survey’s 41 participating providers.
Reported by PLANADVISER
Providers
Fidelity Investments
| TOTAL DCIO ASSETS ($MM) | |
|---|---|
| Q1 2017 | $73,143 |
| Year ending 12/31/2016 | $69,708 |
| Year ending 12/31/2015 | $75,470 |
| Total DCIO funds | 228 |
| TOP DCIO FUND | |
|---|---|
| Fund name | FidelityContrafund |
| Fund assets ($MM) | $14,865 |
| Portfolio manager | W. Danoff |
| Start date | 1990 |
| Number of TDF series | 4 |
| DCIO ASSET BREAKDOWN (does not include “other” categories) | |
|---|---|
| Mutual funds | 81% |
| Collectives | 10% |
| Separate accounts | 7% |
| Stocks | 78% |
| Bonds (excluding stable value) | 12% |
| Stable value/Money market | 4% |
| Asset allocation (target-date, target-risk, balanced) | 6% |
| % Active/Passive | 90/10 |
| ADVISER SUPPORT/SERVICES | |
|---|---|
| Salespeople focused on advisers | 14 |
| Salespeople focused on institutional | 8 |
| Compliance support | |
| Plan benchmarking | |
| Target-date evaluation tools | |
| # OF RECORDKEEPER SELLING AGREEMENTS | 250 |
|---|