PLANSPONSOR - April/May 2018 - 62

DB CLIENT OVERVIEW
DB PLAN OVERVIEW % PLANS BY # OF PARTICIPANTS
Defined Benefit
Administration
Service Providers
Alight Solutions
Bank of America Merrill Lynch
CBIZ Retirement Plan Services
Charles Schwab
Conduent Business Services LLC
Correll Co.
CUNA Mutual Group
Fidelity Investments
Findley Davies | BPS&M
John Hancock Retirement Plan Services
July Business Services
Kidder Benefits Consultants, Inc.
Lincoln Financial Group
Mercer
Milliman, Inc.
October Three Consulting
OneAmerica
Pentegra Retirement Services
Principal
Stanley, Hunt, DuPree & Rhine
Transamerica Retirement Solutions
T. Rowe Price
USI Consulting Group
Wells Fargo
Willis Towers Watson
124
30
605
98%
7% 420
97% 60%
94% 24%
86 100% 42%
132
48
55%
4%
94% 42%
52
825
127
391
48
620 100% 62% 620
166
159
97% 67% 853
77% NR
159
1,081 100% 0% 1,081
229 100% 78% 232
146
75% 66%
12 100% 100%
228
179
113
161
61%
0%
146
30
621
77% 15% 317
38%
0%
152
4% 75% 178
256 100% 70% 651
748 100% 55% 2,610
30
167
30% 30%
116
84% 62% 266
6 100% 100%
29
9
79% 14% 339
119 100% 66%
422
39% 0%
150
859
31% 30% 19% 26% 18% 37%
NR 17% 0% 37% 48% 15%
23% 17% 60% 30%
8%
NR 25% 38% 42% 20%
30%
6% 21%
25% 23% 84%
21%
8%
2%
0%
21% 37%
8%
18% 16% 86% 14% 0%
NR 22% 36% 31%
53%
0%
0%
17% 16%
9% 11% 39% 38% 12%
NR 59% 90%
5% 77% 99%
7% 2%
1%
0%
0%
0%
11% 55% 75% 25% <1% 0%
40% 20% 20% 37% 20% 23%
59% 14% 28% 33% 23% 16%
58% 18% 17% 34% 34% 15%
19% 78% 18% 39% 35%
47% 2% 74% 20%
6%
23% 20% 84% 15% 1%
8%
0%
0%
78% 3% 83% 15% 2% <1%
60%
7% 54% 39% 7% 0%
NR 15% 6% 28% 45% 20%
44% 67% 33% 23%
58%
6% 40% 48%
11% 33%
11% 1%
27% 5% 36% 44% 16% 4%
NR
0%
0%
8% 24% 68%
1Includes both full outsourcing and partial outsourcing/co-sourcing arrangements; excludes investment-only, actuary-only
and plan-consulting-only clients. 2Includes partially frozen, soft-frozen and hard-frozen defined benefit plans. 3
single-employer and multi-employer/Taft-Hartley plans.
Includes both
62 PLANSPONSOR.com April-May 2018
Total DB admin clients1
% Full outsourcing
% DB and DC clients
Total DB plans
% Frozen plans2
% Cash balance
<100 participants
100 - 1,000 participants
1,001 - 5,000 participants
>5,000 participants

http://www.PLANSPONSOR.com

PLANSPONSOR - April/May 2018

Table of Contents for the Digital Edition of PLANSPONSOR - April/May 2018

2018 Plan Sponsors of the Year
Plan Administration Guide, Part 1
From Strength to Strength
Finding the Best Course
Managed Accounts
Rising Costs
Taking Responsibility
PLANSPONSOR - April/May 2018 - C1
PLANSPONSOR - April/May 2018 - FC1
PLANSPONSOR - April/May 2018 - FC2
PLANSPONSOR - April/May 2018 - C2
PLANSPONSOR - April/May 2018 - 1
PLANSPONSOR - April/May 2018 - 2
PLANSPONSOR - April/May 2018 - 3
PLANSPONSOR - April/May 2018 - 4
PLANSPONSOR - April/May 2018 - 5
PLANSPONSOR - April/May 2018 - 6
PLANSPONSOR - April/May 2018 - 7
PLANSPONSOR - April/May 2018 - 8
PLANSPONSOR - April/May 2018 - 9
PLANSPONSOR - April/May 2018 - 10
PLANSPONSOR - April/May 2018 - 11
PLANSPONSOR - April/May 2018 - 12
PLANSPONSOR - April/May 2018 - 13
PLANSPONSOR - April/May 2018 - 14
PLANSPONSOR - April/May 2018 - 15
PLANSPONSOR - April/May 2018 - 2018 Plan Sponsors of the Year
PLANSPONSOR - April/May 2018 - 17
PLANSPONSOR - April/May 2018 - 18
PLANSPONSOR - April/May 2018 - 19
PLANSPONSOR - April/May 2018 - 20
PLANSPONSOR - April/May 2018 - 21
PLANSPONSOR - April/May 2018 - 22
PLANSPONSOR - April/May 2018 - 23
PLANSPONSOR - April/May 2018 - 24
PLANSPONSOR - April/May 2018 - 25
PLANSPONSOR - April/May 2018 - 26
PLANSPONSOR - April/May 2018 - 27
PLANSPONSOR - April/May 2018 - 28
PLANSPONSOR - April/May 2018 - 29
PLANSPONSOR - April/May 2018 - 30
PLANSPONSOR - April/May 2018 - 31
PLANSPONSOR - April/May 2018 - 32
PLANSPONSOR - April/May 2018 - 33
PLANSPONSOR - April/May 2018 - 34
PLANSPONSOR - April/May 2018 - 35
PLANSPONSOR - April/May 2018 - 36
PLANSPONSOR - April/May 2018 - 37
PLANSPONSOR - April/May 2018 - 38
PLANSPONSOR - April/May 2018 - 39
PLANSPONSOR - April/May 2018 - 40
PLANSPONSOR - April/May 2018 - 41
PLANSPONSOR - April/May 2018 - 42
PLANSPONSOR - April/May 2018 - 43
PLANSPONSOR - April/May 2018 - 44
PLANSPONSOR - April/May 2018 - 45
PLANSPONSOR - April/May 2018 - 46
PLANSPONSOR - April/May 2018 - 47
PLANSPONSOR - April/May 2018 - 48
PLANSPONSOR - April/May 2018 - 49
PLANSPONSOR - April/May 2018 - 50
PLANSPONSOR - April/May 2018 - 51
PLANSPONSOR - April/May 2018 - 52
PLANSPONSOR - April/May 2018 - 53
PLANSPONSOR - April/May 2018 - 54
PLANSPONSOR - April/May 2018 - 55
PLANSPONSOR - April/May 2018 - Plan Administration Guide, Part 1
PLANSPONSOR - April/May 2018 - 57
PLANSPONSOR - April/May 2018 - 58
PLANSPONSOR - April/May 2018 - 59
PLANSPONSOR - April/May 2018 - 60
PLANSPONSOR - April/May 2018 - 61
PLANSPONSOR - April/May 2018 - 62
PLANSPONSOR - April/May 2018 - 63
PLANSPONSOR - April/May 2018 - 64
PLANSPONSOR - April/May 2018 - 65
PLANSPONSOR - April/May 2018 - 66
PLANSPONSOR - April/May 2018 - 67
PLANSPONSOR - April/May 2018 - From Strength to Strength
PLANSPONSOR - April/May 2018 - 69
PLANSPONSOR - April/May 2018 - 70
PLANSPONSOR - April/May 2018 - 71
PLANSPONSOR - April/May 2018 - 72
PLANSPONSOR - April/May 2018 - 73
PLANSPONSOR - April/May 2018 - 74
PLANSPONSOR - April/May 2018 - 75
PLANSPONSOR - April/May 2018 - 76
PLANSPONSOR - April/May 2018 - 77
PLANSPONSOR - April/May 2018 - Finding the Best Course
PLANSPONSOR - April/May 2018 - 79
PLANSPONSOR - April/May 2018 - Managed Accounts
PLANSPONSOR - April/May 2018 - 81
PLANSPONSOR - April/May 2018 - Rising Costs
PLANSPONSOR - April/May 2018 - 83
PLANSPONSOR - April/May 2018 - Taking Responsibility
PLANSPONSOR - April/May 2018 - 85
PLANSPONSOR - April/May 2018 - 86
PLANSPONSOR - April/May 2018 - 87
PLANSPONSOR - April/May 2018 - 88
PLANSPONSOR - April/May 2018 - C3
PLANSPONSOR - April/May 2018 - C4
https://www.plansponsordigital.com/plansponsor/march_april_2024
https://www.plansponsordigital.com/plansponsor/january_february_2024
https://www.plansponsordigital.com/plansponsor/november_december_2023
https://www.plansponsordigital.com/plansponsor/september_october_2023
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https://www.plansponsordigital.com/plansponsor/may_june_2023
https://www.plansponsordigital.com/plansponsor/march_april_2023
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https://www.plansponsordigital.com/plansponsor/august_september_2021
https://www.plansponsordigital.com/plansponsor/june_july_2021
https://www.plansponsordigital.com/plansponsor/april-may_2021
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https://www.plansponsordigital.com/plansponsor/august-september_2018
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https://www.plansponsordigital.com/plansponsor/april-may_2018
https://www.plansponsordigital.com/plansponsor/february-march_2018
https://www.plansponsordigital.com/plansponsor/december_2017-january_2018
https://www.plansponsordigital.com/plansponsor/november_december_2017
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