RESEARCH |
2016
PLANADVISER Defined Contribution Investment Only (DCIO) Survey
Reported by PLANADVISER
Providers
State Street Global Advisors
| TOTAL DCIO ASSETS ($MM) | |
|---|---|
| Q1 2016 | $263,170 |
| Year ending 12/31/2015 | $256,613 |
| Year ending 12/31/2014 | $273,153 |
| Total DCIO funds | 70 |
| TOP DCIO FUND | |
|---|---|
| Fund name | S&P 500 |
| Fund assets ($MM) | $74,429 |
| Portfolio manager | T. Janowski |
| Start date | 2005 |
| Number of TDF series | 3 |
| DCIO ASSET BREAKDOWN (does not include “other” categories) | |
|---|---|
| Mutual funds | 0% |
| Collectives | 65% |
| Separate accounts | 34% |
| Stocks | 72% |
| Bonds (excluding stable value) | 10% |
| Stable value/Money market | 2% |
| Asset allocation (target-date, target-risk, balanced) | 14% |
| % Active/Passive | 0/100 |
| ADVISER SUPPORT/SERVICES | |
|---|---|
| Salespeople focused on advisers | 3 |
| Salespeople focused on institutional | 5 |
| Compliance support | |
| Plan benchmarking | |
| Target-date evaluation tools | |
| # OF RECORDKEEPER SELLING AGREEMENTS | 31 |
|---|
| NA = Not availabe |