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
MFS Investment Management
| TOTAL DCIO ASSETS ($MM) | |
|---|---|
| Q1 2017 | $58,667 |
| Year ending 12/31/2016 | $55,054 |
| Year ending 12/31/2015 | $50,179 |
| Total DCIO funds | 65 |
| TOP DCIO FUND | |
|---|---|
| Fund name | MFS Value |
| Fund assets ($MM) | $16,678 |
| Portfolio manager | S. Gorham |
| Start date | 2002 |
| Number of TDF series | 1 |
| DCIO ASSET BREAKDOWN (does not include “other” categories) | |
|---|---|
| Mutual funds | 82% |
| Collectives | 6% |
| Separate accounts | 12% |
| Stocks | 82% |
| Bonds (excluding stable value) | 4% |
| Stable value/Money market | 0% |
| Asset allocation (target-date, target-risk, balanced) | 14% |
| % Active/Passive | 100/0 |
| ADVISER SUPPORT/SERVICES | |
|---|---|
| Salespeople focused on advisers | 9 |
| Salespeople focused on institutional | 4 |
| Compliance support | |
| Plan benchmarking | |
| Target-date evaluation tools | |
| # OF RECORDKEEPER SELLING AGREEMENTS | 50 |
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