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
Great-West Financial
| TOTAL DCIO ASSETS ($MM) | |
|---|---|
| Q1 2017 | $40,252 |
| Year ending 12/31/2016 | $39,462 |
| Year ending 12/31/2015 | $35,519 |
| Total DCIO funds | 34 |
| TOP DCIO FUND | |
|---|---|
| Fund name | Great-West Lifetime Target-Date Series |
| Fund assets ($MM) | $5,660 |
| Portfolio manager | J. Kreider, A. Corwin, C. Tocher, J. Brown |
| Start date | 2014 |
| Number of TDF series | 6 |
| DCIO ASSET BREAKDOWN (does not include “other” categories) | |
|---|---|
| Mutual funds | 46% |
| Collectives | 5% |
| Separate accounts | 49% |
| Stocks | 12% |
| Bonds (excluding stable value) | 3% |
| Stable value/Money market | 53% |
| Asset allocation (target-date, target-risk, balanced) | 32% |
| % Active/Passive | 88/12 |
| ADVISER SUPPORT/SERVICES | |
|---|---|
| Salespeople focused on advisers | 2 |
| Salespeople focused on institutional | 2 |
| Compliance support | |
| Plan benchmarking | |
| Target-date evaluation tools | |
| # OF RECORDKEEPER SELLING AGREEMENTS | 1 |
|---|