RESEARCH |
2018
PLANADVISER DCIO Survey
An overview of the top providers.
Reported by PLANADVISER
| Art by Armando Veve
Providers
Vanguard
| TOTAL DCIO ASSETS ($MM) | |
|---|---|
| Q1 2018 | $643,339 |
| Year ending 12/31/2017 | $634,469 |
| Year ending 12/31/2016 | $485,399 |
| Total DCIO funds | 315 |
| TOP DCIO FUND | |
|---|---|
| Fund name | Inst Index Fund Inst Plus |
| Fund assets ($MM) | $90,986 |
| Portfolio manager | D. Butler, M. Louie |
| Start date | 1997 |
| Number of TDF series | 6 |
| DCIO ASSET BREAKDOWN (does not include “other” categories) | |
|---|---|
| Mutual funds | 61% |
| Collective investment trusts | 28% |
| Separate accounts | 11% |
| Stocks | 74% |
| Bonds (excluding stable value) | 24% |
| Stable value/Money market | 2% |
| Asset allocation (target-date, target-risk, balanced) | 0% |
| % Active/Passive | 21%/79% |
| ADVISER SUPPORT/SERVICES | |
|---|---|
| Salespeople focused on advisers | 62 |
| Salespeople focused on institutional | 60 |
| Compliance support | |
| Plan benchmarking | |
| Target-date evaluation tools | |
| # OF RECORDKEEPER SELLING AGREEMENTS |
|---|