RESEARCH |
2018
PLANADVISER DCIO Survey
An overview of the top providers.
Reported by PLANADVISER
| Art by Armando Veve
Providers
T. Rowe Price
| TOTAL DCIO ASSETS ($MM) | |
|---|---|
| Q1 2018 | $324,000 |
| Year ending 12/31/2017 | $311,736 |
| Year ending 12/31/2016 | $249,655 |
| Total DCIO funds | |
| TOP DCIO FUND | |
|---|---|
| Fund name | T. Rowe Price Retirement Date Funds |
| Fund assets ($MM) | $226,352 |
| Portfolio manager | J. Clark |
| Start date | 2002 |
| Number of TDF series | 3 |
| DCIO ASSET BREAKDOWN (does not include “other” categories) | |
|---|---|
| Mutual funds | 63% |
| Collective investment trusts | 18% |
| Separate accounts | 19% |
| Stocks | 51% |
| Bonds (excluding stable value) | 2% |
| Stable value/Money market | 3% |
| Asset allocation (target-date, target-risk, balanced) | 44% |
| % Active/Passive | 99%/1% |
| ADVISER SUPPORT/SERVICES | |
|---|---|
| Salespeople focused on advisers | 24 |
| Salespeople focused on institutional | 6 |
| Compliance support | |
| Plan benchmarking | |
| Target-date evaluation tools | |
| # OF RECORDKEEPER SELLING AGREEMENTS | 50 |
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