RESEARCH |
2023
PLANADVISER DCIO Survey
Reported by PLANADVISER
Providers
AllianceBernstein (AB)
| TOTAL DCIO ASSETS (US only) ($MM) | |
|---|---|
| Year ending 12/31/2022 | $92,495 |
| Year ending 12/31/2021 | $91,426 |
| Total DCIO funds | 48 |
| Number of TDF series | 3 |
| LARGEST STANDALONE DCIO FUND ($MM) | |
|---|---|
| Fund name | AB LARGE CAP GROWTH |
| Fund assets | $7,350 |
| Portfolio manager | Frank V. Caruso, John H. Fogarty, Vinay Thapar |
| First Year Managing Fund | 2012, 2012, 2018 |
| DCIO ASSET BREAKDOWN (does not include “other” categories) | |
|---|---|
| Mutual funds | 13% |
| Collective investment trusts | 6% |
| Separate accounts | 81% |
| Equity | 20% |
| Hybrid/Multi-Asset | 78% |
| Stable value/Money market | 0% |
| Fixed-Income | 2% |
| % Active Management | 24% |
| ADVISER SUPPORT/SERVICES | |
|---|---|
| Salespeople focused on retail financial advisers | 4 |
| Salespeople focused on DC specialist financial advisers | 4 |
| Salespeople focused on institutional | 7 |
| Compliance support | No |
| Access to ERISA Counsel | No |
| Conferences for advisers | No |
| Plan benchmarking | Yes |
| Lead generation | Yes |
| Investment committee meetings | No |
| Target-date evaluation tools | Yes |
| Training for DC plan sales/service | Yes |
| # RECORDKEEPING PARTNERS | 93 |