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
Manning & Napier Advisors, LLC (Manning & Napier)
| TOTAL DCIO ASSETS ($MM) | |
|---|---|
| Q1 2017 | $8,257 |
| Year ending 12/31/2016 | $9,222 |
| Year ending 12/31/2015 | $9,187 |
| Total DCIO funds | 30 |
| TOP DCIO FUND | |
|---|---|
| Fund name | Retirement Target Collective Trust* |
| Fund assets ($MM) | $4,070 |
| Portfolio manager | Global Core Team |
| Start date | |
| Number of TDF series | 3 |
| DCIO ASSET BREAKDOWN (does not include “other” categories) | |
|---|---|
| Mutual funds | 13% |
| Collectives | 62% |
| Separate accounts | 25% |
| Stocks | 9% |
| Bonds (excluding stable value) | 6% |
| Stable value/Money market | 0% |
| Asset allocation (target-date, target-risk, balanced) | 85% |
| % Active/Passive | 100/0 |
| ADVISER SUPPORT/SERVICES | |
|---|---|
| Salespeople focused on advisers | 6 |
| Salespeople focused on institutional | 7 |
| Compliance support | |
| Plan benchmarking | |
| Target-date evaluation tools | |
| # OF RECORDKEEPER SELLING AGREEMENTS | 59 |
|---|
| *Manning & Napier Retirement Target Collective Investment Trust Funds. |