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
J.P. Morgan Asset Management
| TOTAL DCIO ASSETS ($MM) | |
|---|---|
| Q1 2017 | $183,655 |
| Year ending 12/31/2016 | $178,051 |
| Year ending 12/31/2015 | $149,711 |
| Total DCIO funds | 129 |
| TOP DCIO FUND | |
|---|---|
| Fund name | Smart-Retirement |
| Fund assets ($MM) | $62,004 |
| Portfolio manager | J. Geller, A. Lester, M. Schoenhaut, D. Oldroyd, E. Bernbaum |
| Start date | 2006 |
| Number of TDF series | 2 |
| DCIO ASSET BREAKDOWN (does not include “other” categories) | |
|---|---|
| Mutual funds | 49% |
| Collectives | 32% |
| Separate accounts | 19% |
| Stocks | 23% |
| Bonds (excluding stable value) | 12% |
| Stable value/Money market | 3% |
| Asset allocation (target-date, target-risk, balanced) | 59% |
| % Active/Passive | 99/1 |
| ADVISER SUPPORT/SERVICES | |
|---|---|
| Salespeople focused on advisers | 17 |
| Salespeople focused on institutional | 6 |
| Compliance support | |
| Plan benchmarking | |
| Target-date evaluation tools | |
| # OF RECORDKEEPER SELLING AGREEMENTS | 72 |
|---|