RESEARCH |
2021
PLANADVISER DCIO Survey
Reported by PLANADVISER
| Art by Gizem Vural
Providers
T. Rowe Price
| TOTAL DCIO ASSETS (US only) ($MM) | |
|---|---|
| Year ending 12/31/2020 | $484,789 |
| Year ending 12/31/2019 | $400,535 |
| Total DCIO funds | 120 |
| Number of TDF series | 6 |
| LARGEST STANDALONE DCIO FUND | |
|---|---|
| Fund name | T. Rowe Price Blue Chip Growth Fund |
| DCIO Fund assets ($MM) | $34,662 |
| Portfolio manager | Larry J. Puglia |
| First Year Managing Fund | 1993 |
| DCIO ASSET BREAKDOWN (does not include “other” categories) | |
|---|---|
| Mutual funds | 52% |
| Collective investment trusts | 27% |
| Separate accounts | 22% |
| Equity | 52% |
| Hybrid/Multi-Asset | 43% |
| Stable value/Money market | 3% |
| Fixed-Income | 2% |
| % Active Management | 100% |
| ADVISER SUPPORT/SERVICES | |
|---|---|
| Salespeople focused on advisers | 30 |
| Salespeople focused on institutional | 6 |
| Compliance support | |
| Plan benchmarking | |
| Lead generation | |
| Target-date evaluation tools | |
| # RECORDKEEPING PARTNERS | 50* |
|---|
| *This is an estimate of total defined contribution recordkeeper relationships. |