RESEARCH |
2022
PLANADVISER DCIO Survey
Reported by PLANADVISER
| Art by Lars Leetaru
Providers
T. Rowe Price
| TOTAL DCIO ASSETS (US only) ($MM) | |
|---|---|
| Year ending 12/31/2021 | $557,431 |
| Year ending 12/31/2020 | $484,789 |
| Total DCIO funds | 119 |
| Number of TDF series | 13 |
| LARGEST STANDALONE DCIO FUND | |
|---|---|
| Fund name | T. Rowe Price Blue Chip Growth Fund |
| Fund assets | $36,935 |
| Portfolio manager | Paul D. Greene |
| First Year Managing Fund | 2021 |
| DCIO ASSET BREAKDOWN (does not include “other” categories) | |
|---|---|
| Mutual funds | 48% |
| Collective investment trusts | 31% |
| Separate accounts | 21% |
| Equity | 51% |
| Hybrid/Multi-Asset | 44% |
| Stable value/Money market | 3% |
| Fixed-Income | 2% |
| % Active Management | 100% |
| ADVISER SUPPORT/SERVICES | |
|---|---|
| Salespeople focused on advisers | 30 |
| Salespeople focused on institutional | 8 |
| Compliance support | No |
| Plan benchmarking | Yes |
| Lead generation | No |
| Target-date evaluation tools | Yes |
| # RECORDKEEPING PARTNERS | 50 |