PLANADVISER -May/June 2022 - 28
research / 2022 PLANADVISER DCIO Survey
2022 PLANADVISER DCIO Survey
T
he markets reached new heights in 2021, with findings
from the 2022 PLANADVISER Defined Contribution
Investment Only Survey showing continued growth in
the defined contribution market as well. Overall, total DCIO
assets among the 33 responding organizations increased
by 8%. In terms of organizational performance, only five
of those asset managers saw DCIO assets decline last year,
while, for almost 45%-i.e., 15-assets increased by 15%
or more. Consistent with recent industry trends, the DCIO
segment saw a record amount of assets invested in passive/
blend strategies and a consolidation of business-the
median number of recordkeeper selling agreements rose to
50 from 47 last year. -PA
33 providers responded to our
2022 PLANADVISER DCIO Survey
These
providers
account
for ...
56% of total DC assets
16 of the top 25
largest U.S. asset managers
7.0%
2,456 DCIO investment options
<3
Products / Services for Advisers
Due diligence meetings
Investment committee meetings
Practice management
Research
Plan benchmarking
Conferences for advisers
Target-date evaluation tools
Training for DC plan sales / service
Lead generation for 401(k) / qualified plans
Sponsorship of designations / certifications
Access to ERISA counsel
Compliance support
3 - 6
7 - 10
11 - 25
Number of recordkeeper selling agreements
88%
82%
76%
76%
55%
58%
67%
58%
48%
36%
33%
21%
33.3%
0%
<26
37.0%
26 - 40
41 - 60
22.2%
61 - 100
7.5%
>100
Methodology
The 2022 PLANADVISER Defined Contribution Investment
Only Survey was conducted this May via an online questionnaire.
Eighty-seven investment firms known or believed
to market to defined contribution plans received the questionnaire;
the 33 organizations listed on the pages that
follow were those that completed the survey in its entirety.
This information is for reference only and is not comprehensive
of the entire DCIO industry, as some major providers
chose not to participate. For more information on data available
to purchase, or to take part in a future survey, please
email surveys@issmediasolutions.com.
DCIO Assets
Vehicles
l Mutual funds 58.0%
l Separate accounts 21.0%
l Collectives 19.0%
l Other 2.0%
Types
l Equity 58.7%
l Fixed income 14.8%
l Hybrid / Multi-asset 17.5%
l Stable value 5.9%
l Money market 0.6%
l Other 2.5%
DCIO Sales
Number of adviser-focused salespeople per provider
35.0%
29.0%
19.0%
10.0%
>25
By vehicle
By type
28 | planadviser.com May-June 2022
http://www.planadviser.com
PLANADVISER -May/June 2022
Table of Contents for the Digital Edition of PLANADVISER -May/June 2022
PLANADVISER Industry Leaders Awards
Paving the Way
2022 DCIO Survey
Fool's Gold for 401(k)s?
Design and Stability
A Collective Effort
Cryptocurrency In DC Plans
Real Estate Fund Investments
PLANADVISER -May/June 2022 - Cover1
PLANADVISER -May/June 2022 - Cover2
PLANADVISER -May/June 2022 - 1
PLANADVISER -May/June 2022 - 2
PLANADVISER -May/June 2022 - 3
PLANADVISER -May/June 2022 - 4
PLANADVISER -May/June 2022 - 5
PLANADVISER -May/June 2022 - 6
PLANADVISER -May/June 2022 - 7
PLANADVISER -May/June 2022 - 8
PLANADVISER -May/June 2022 - 9
PLANADVISER -May/June 2022 - PLANADVISER Industry Leaders Awards
PLANADVISER -May/June 2022 - 11
PLANADVISER -May/June 2022 - 12
PLANADVISER -May/June 2022 - 13
PLANADVISER -May/June 2022 - 14
PLANADVISER -May/June 2022 - 15
PLANADVISER -May/June 2022 - 16
PLANADVISER -May/June 2022 - 17
PLANADVISER -May/June 2022 - 18
PLANADVISER -May/June 2022 - 19
PLANADVISER -May/June 2022 - Paving the Way
PLANADVISER -May/June 2022 - 21
PLANADVISER -May/June 2022 - 22
PLANADVISER -May/June 2022 - 23
PLANADVISER -May/June 2022 - 2022 DCIO Survey
PLANADVISER -May/June 2022 - 25
PLANADVISER -May/June 2022 - 26
PLANADVISER -May/June 2022 - 27
PLANADVISER -May/June 2022 - 28
PLANADVISER -May/June 2022 - 29
PLANADVISER -May/June 2022 - Fool's Gold for 401(k)s?
PLANADVISER -May/June 2022 - 31
PLANADVISER -May/June 2022 - 32
PLANADVISER -May/June 2022 - 33
PLANADVISER -May/June 2022 - Design and Stability
PLANADVISER -May/June 2022 - 35
PLANADVISER -May/June 2022 - A Collective Effort
PLANADVISER -May/June 2022 - 37
PLANADVISER -May/June 2022 - 38
PLANADVISER -May/June 2022 - Cryptocurrency In DC Plans
PLANADVISER -May/June 2022 - Real Estate Fund Investments
PLANADVISER -May/June 2022 - Cover3
PLANADVISER -May/June 2022 - Cover4
https://www.planadviserdigital.com/planadviser/winter_2023
https://www.planadviserdigital.com/planadviser/fall_2023
https://www.planadviserdigital.com/planadviser/summer_2023
https://www.planadviserdigital.com/planadviser/industryleader_2023
https://www.planadviserdigital.com/planadviser/spring_2023
https://www.planadviserdigital.com/planadviser/november_december_2022
https://www.planadviserdigital.com/planadviser/september_october_2022
https://www.planadviserdigital.com/planadviser/july_august_2022
https://www.planadviserdigital.com/planadviser/may_june_2022
https://www.planadviserdigital.com/planadviser/industry_leader_awards_2022
https://www.planadviserdigital.com/planadviser/march_april_2022
https://www.planadviserdigital.com/planadviser/january_february_2022
https://www.planadviserdigital.com/planadviser/november_december_2021
https://www.planadviserdigital.com/planadviser/september_october_2021
https://www.planadviserdigital.com/planadviser/july_august_2021
https://www.planadviserdigital.com/planadviser/may_june_2021
https://www.planadviserdigital.com/planadviser/march_april_2021
https://www.planadviserdigital.com/planadviser/january_february_2021
https://www.planadviserdigital.com/planadviser/november_december_2020
https://www.planadviserdigital.com/planadviser/september_october_2020
https://www.planadviserdigital.com/planadviser/july_august_2020
https://www.planadviserdigital.com/planadviser/may_june_2020
https://www.planadviserdigital.com/planadviser/march_april_2020
https://www.planadviserdigital.com/planadviser/january_february_2020
https://www.planadviserdigital.com/planadviser/november_december_2019
https://www.planadviserdigital.com/planadviser/september_october_2019
https://www.planadviserdigital.com/planadviser/july_august_2019
https://www.planadviserdigital.com/planadviser/may_june_2019
https://www.planadviserdigital.com/planadviser/march_april_2019
https://www.planadviserdigital.com/planadviser/january_february_2019
https://www.planadviserdigital.com/planadviser/november_december_2018
https://www.planadviserdigital.com/planadviser/september_october_2018
https://www.planadviserdigital.com/planadviser/july_august_2018
https://www.planadviserdigital.com/planadviser/may_june_2018
https://www.planadviserdigital.com/planadviser/march_april_2018
https://www.planadviserdigital.com/planadviser/january_february_2018
https://www.planadviserdigital.com/planadviser/november_december_2017
https://www.planadviserdigital.com/planadviser/september_october_2017
https://www.planadviserdigital.com/planadviser/july_august_2017
https://www.nxtbookmedia.com