RESEARCH |
2016
PLANADVISER Defined Contribution Investment Only (DCIO) Survey
Reported by PLANADVISER
Providers
Russell Investments
| TOTAL DCIO ASSETS ($MM) | |
|---|---|
| Q1 2016 | $8,400 |
| Year ending 12/31/2015 | $8,200 |
| Year ending 12/31/2014 | $9,300 |
| Total DCIO funds | 30 |
| TOP DCIO FUND | |
|---|---|
| Fund name | LifePoints Target Date |
| Fund assets ($MM) | $1,700 |
| Portfolio manager | J. Greves, B. Meath |
| Start date | 2010, 2014 |
| Number of TDF series | 2 |
| DCIO ASSET BREAKDOWN (does not include “other” categories) | |
|---|---|
| Mutual funds | 20% |
| Collectives | 80% |
| Separate accounts | 0% |
| Stocks | 40% |
| Bonds (excluding stable value) | 15% |
| Stable value/Money market | 0% |
| Asset allocation (target-date, target-risk, balanced) | 35% |
| % Active/Passive | 85/15 |
| ADVISER SUPPORT/SERVICES | |
|---|---|
| Salespeople focused on advisers | 4 |
| Salespeople focused on institutional | 4 |
| Compliance support | |
| Plan benchmarking | |
| Target-date evaluation tools | |
| # OF RECORDKEEPER SELLING AGREEMENTS | 30 |
|---|
| NA = Not availabe |