RESEARCH |
2013
DCIO Survey
When it comes to DCIO providers, investment performance is not the only aspect to consider
Reported by PLANADVISER
Providers
T. Rowe Price
| TOTAL DCIO ASSETS ($MM) | |
|---|---|
| Q1 2013 | $227,000 |
| Year ending 12/31/2012 | $208,000 |
| Year ending 12/31/2011 | |
| Year ending 12/31/2010 | |
| TOP DCIO FUND | |
|---|---|
| Fund name | Target Date Series |
| Fund assets ($MM) | $38,000 |
| Portfolio manager | Jerome Clark |
| Start date | 2002 |
| DCIO ASSET BREAKDOWN (does not include “other” categories) | |
|---|---|
| Mutual funds | 81.3% |
| Collectives | 5.0% |
| Separate accounts | 13.1% |
| Stocks | 62% |
| Bonds (excluding stable value) | 6.5% |
| Stable value | N/A |
| Money market | 0.0% |
| Asset allocation* | 31% |
| % Active/Passive | |
| ADVISER SERVICES | |
|---|---|
| Compliance support | |
| Access to ERISA counsel | |
| Conferences for advisers | |
| Plan benchmarking | |
| Lead generation for 401(k) | |
| Investment committee meetings | |
| # OF RK SELLING AGREEMENTS | 49 |
|---|
| *Target date, target risk, balanced |
| N/A = Not available |