PLANSPONSOR - December/January 2021 - 29

FURTHER OBSERVATIONS ON SURVEY COVERAGE
= Listed in the DC Survey; = Active in the market, but not listed in the DC Survey
Providers
1 Fidelity Investments
2 Empower Retirement1
3 TIAA
4 The Vanguard Group, Inc.
5 Alight Solutions
6 Principal Financial Group
7 Voya Financial
8 Prudential Retirement
9 Bank of America Corp
10 T. Rowe Price
11 Transamerica Retirement
12 Charles Schwab
13 John Hancock
14 MassMutual1
15 Conduent HR Services, LLC
16 Nationwide
17 Newport
18 Capital Group
19 Ascensus
20 ADP Retirement Services
21 Lincoln Financial Group
22 AIG Retirement Services
23 OneAmerica
24 ICMA-RC
25 Alliance Benefit Group2
Other Notable Providers
29 Milliman, Inc.
30 The Standard
31 Securian Financial
32 CUNA Mutual Retirement
Assets ($mm)
$2,421,205 O O O O
$643,766
$638,585 O O O O O O
$547,274
$459,202
$419,534
$377,864
O O O O O
O O
O O
O
O
$243,860 O O O O O O
$242,630
$214,038
O O O O O
O O O
$195,830 O
$187,378
$168,272
O
O
O
$160,708 O O O O O
$150,191
O
O
$148,717 O O O O O O
$136,949
$83,227 O O O
$81,032
$80,618 O O O O
$75,229 O O O O O
$74,435 O
$57,524
O O
$54,962 O O O O O
$50,322 O O O O
$35,378
$23,083
$20,925
$14,762
IN A YEAR dominated by issues connected
to the COVID-19 pandemic, including
new legislation, unprecedented market
volatility and a host of workforce/financial
concerns-e.g., layoffs, furloughs,
revenue loss, etc.-PLANSPONSOR
sincerely appreciates the support our
readers showed for the 2020 Defined
Contribution (DC) Survey, which
continues to be one of the largest datagathering
tools of its kind in the industry.
While the results are highly representative
of industry trends, a complete view
of sponsor satisfaction is difficult given
the size of the market and the number
of providers competing. This raises
an important question: Why are more
recordkeepers not included in the DC
Survey? The quick answer is that many
providers fail to reach the response quotas
specific to a given market. While we do
not publish results for these providers,
the data that were collected suggest that
aggregated satisfaction scores for unpublished
providers are slightly lower than
those received for listed providers.
PLANSPONSOR is committed
improving the accuracy and coverage of
this survey and welcomes your participation
in our 2021 survey. Respondents
receive a complimentary plan benchmarking
report. Please email
surveys@
issmediasolutions.com to be added to the
list of invitees.
Net Recommendation Rate
n Qualifying providers n Other providers
78.6%
65.1%
70.3%
53.7%
<$50mm
O
1Empower Retirement announced in September
Alliance Benefit
2020 that it intends to acquire MassMutual's
retirement plan business. 2
Group data are as of December 31, 2018.
≥$50mm
PLANSPONSOR.COM December 2020 - January 2021 29
Micro
Small - A
Small - B
Midsize
Large
Mega

http://www.PLANSPONSOR.COM

PLANSPONSOR - December/January 2021

Table of Contents for the Digital Edition of PLANSPONSOR - December/January 2021

The Truth About Plan Lawsuits
2020 PLANSPONSOR Best in Class DC Providers
Administrative Assistance
Striking the Right Balance
Electronic Upgrade
PLANSPONSOR - December/January 2021 - Cover1
PLANSPONSOR - December/January 2021 - Cover2
PLANSPONSOR - December/January 2021 - 1
PLANSPONSOR - December/January 2021 - 2
PLANSPONSOR - December/January 2021 - 3
PLANSPONSOR - December/January 2021 - 4
PLANSPONSOR - December/January 2021 - 5
PLANSPONSOR - December/January 2021 - 6
PLANSPONSOR - December/January 2021 - 7
PLANSPONSOR - December/January 2021 - 8
PLANSPONSOR - December/January 2021 - 9
PLANSPONSOR - December/January 2021 - 10
PLANSPONSOR - December/January 2021 - 11
PLANSPONSOR - December/January 2021 - The Truth About Plan Lawsuits
PLANSPONSOR - December/January 2021 - 13
PLANSPONSOR - December/January 2021 - 14
PLANSPONSOR - December/January 2021 - 15
PLANSPONSOR - December/January 2021 - 2020 PLANSPONSOR Best in Class DC Providers
PLANSPONSOR - December/January 2021 - 17
PLANSPONSOR - December/January 2021 - 18
PLANSPONSOR - December/January 2021 - 19
PLANSPONSOR - December/January 2021 - 20
PLANSPONSOR - December/January 2021 - 21
PLANSPONSOR - December/January 2021 - 22
PLANSPONSOR - December/January 2021 - 23
PLANSPONSOR - December/January 2021 - 24
PLANSPONSOR - December/January 2021 - 25
PLANSPONSOR - December/January 2021 - 26
PLANSPONSOR - December/January 2021 - 27
PLANSPONSOR - December/January 2021 - 28
PLANSPONSOR - December/January 2021 - 29
PLANSPONSOR - December/January 2021 - Administrative Assistance
PLANSPONSOR - December/January 2021 - 31
PLANSPONSOR - December/January 2021 - 32
PLANSPONSOR - December/January 2021 - Striking the Right Balance
PLANSPONSOR - December/January 2021 - 34
PLANSPONSOR - December/January 2021 - 35
PLANSPONSOR - December/January 2021 - Electronic Upgrade
PLANSPONSOR - December/January 2021 - 37
PLANSPONSOR - December/January 2021 - 38
PLANSPONSOR - December/January 2021 - 39
PLANSPONSOR - December/January 2021 - 40
PLANSPONSOR - December/January 2021 - Cover3
PLANSPONSOR - December/January 2021 - Cover4
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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
https://www.plansponsordigital.com/plansponsor/february-march_2021
https://www.plansponsordigital.com/plansponsor/december-january_2021
https://www.plansponsordigital.com/plansponsor/october-november_2020
https://www.plansponsordigital.com/plansponsor/august-september_2020
https://www.plansponsordigital.com/plansponsor/june-july_2020
https://www.plansponsordigital.com/plansponsor/april-may_2020
https://www.plansponsordigital.com/plansponsor/february-march_2020
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