RESEARCH |
2013
DCIO Survey
When it comes to DCIO providers, investment performance is not the only aspect to consider
Reported by PLANADVISER
Providers
Wellington Mgmt Company LLP
| TOTAL DCIO ASSETS ($MM) | |
|---|---|
| Q1 2013 | $15,005 |
| Year ending 12/31/2012 | $14,793 |
| Year ending 12/31/2011 | $12,957 |
| Year ending 12/31/2010 | $12,954 |
| TOP DCIO FUND | |
|---|---|
| Fund name | Growth Equity |
| Fund assets ($MM) | $1,491 |
| Portfolio manager | Andrew J. Shilling |
| Start date | |
| DCIO ASSET BREAKDOWN (does not include “other” categories) | |
|---|---|
| Mutual funds | 0% |
| Collectives | 37.4% |
| Separate accounts | 62.6% |
| Stocks | 58.7% |
| Bonds (excluding stable value) | 24.9% |
| Stable value | 0% |
| Money market | 0% |
| Asset allocation* | 16.4% |
| % 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 |
|---|
| *Target date, target risk, balanced. |