NEW RESEARCH New DC Plan Benchmarking Data Available! With input from thousands of employers, the 2024 PLANSPONSOR DC Plan Benchmarking Report provides in-depth coverage of DC plan design and investments for 50+ industries. The 100+ page reports* include: * Comparisons by asset size category * Plan types and design features * Auto features * Participation and eligibility * Employer match * Plan investments * Retirement income * Fees / expenses * Defined contribution providers * Plan oversight and administration Reports by Industry are also available. To learn more about this opportunity or about our audience, please contact Rob Reif at 212-217-6906 or Robert.Reif@issmediasolutions.com *Subject to usage terms/compliance in licensing agreement. Do you charge an initiation or orgination fee for new loans? All Industries Overall 401(k) 403(b) 457 Money Purchase Profit Sharing ESOP / KSOP* Nonqualified Deferred Compensation (NQDC) MEP/PEP (adopting employer) SEP SIMPLE IRA Other plan types 83.8% 7.8% 15.0% 1.7% 15.6% 3.1% 10.3% 0.2% 0.4% 0.9% 4.0% <$1MM 95.1% 3.7% 1.1% 1.1% 10.5% 0.0% 0.4% 0.0% 0.0% 1.5% 0.0% $1MM$5MM 94.0% 4.5% 2.3% 0.9% 17.7% 1.8% 1.1% 0.0% 0.6% 0.9% 0.0% >$5MM - $10MM 93.4% 4.8% 4.8% 0.3% 18.2% 1.4% 0.9% 0.0% 0.0% 0.9% 0.0% >$10MM$25MM 92.3% 8.6% 5.5% 0.9% 19.0% 2.5% 2.8% 0.0% 0.3% 0.3% 0.0% >$25MM$50MM 89.7% 9.2% 7.0% 0.4% 17.6% 5.5% 9.5% 0.0% 0.7% 1.1% 0.0% >$50MM$100MM 86.2% 7.9% 7.4% 2.6% 19.0% 4.2% 13.8% 0.0% 1.1% 0.0% 0.0% *Includes both Employee Stock Ownership Plans (ESOP) and plans that combine an ESOP with a 401(k) plan (KSOP) >$100MM$200MM 91.0% 6.9% 11.0% 2.1% 20.7% 6.2% 18.6% 0.0% 0.0% 1.4% 0.0% >$200MM$500MM 90.2% 3.8% 8.3% 3.0% 14.3% 6.0% 19.5% 0.0% 0.0% 0.0% 0.0% >$500MM$1B 89.0% 13.7% 21.9% 2.7% 30.1% 2.7% 21.9% 0.0% 1.4% 2.7% 0.0% >$1B 81.8% 14.3% 21.4% 3.9% 12.3% 7.1% 42.9% 0.0% 0.6% 0.6% 0.0% Does your organization offer any of these additional workplace retirement/savings plans? All Industries Overall 401(k) 403(b) 457 Money Purchase Profit Sharing ESOP / KSOP* Nonqualified Deferred Compensation (NQDC) MEP/PEP (adopting employer) SEP SIMPLE IRA Other plan types 83.8% 7.8% 15.0% 1.7% 15.6% 3.1% 10.3% 0.2% 0.4% 0.9% 4.0% <$1MM 95.1% 3.7% 1.1% 1.1% 10.5% 0.0% 0.4% 0.0% 0.0% 1.5% 0.0% $1MM$5MM 94.0% 4.5% 2.3% 0.9% 17.7% 1.8% 1.1% 0.0% 0.6% 0.9% 0.0% >$5MM - $10MM 93.4% 4.8% 4.8% 0.3% 18.2% 1.4% 0.9% 0.0% 0.0% 0.9% 0.0% >$10MM$25MM 92.3% 8.6% 5.5% 0.9% 19.0% 2.5% 2.8% 0.0% 0.3% 0.3% 0.0% >$25MM$50MM 89.7% 9.2% 7.0% 0.4% 17.6% 5.5% 9.5% 0.0% 0.7% 1.1% 0.0% >$50MM$100MM 86.2% 7.9% 7.4% 2.6% 19.0% 4.2% 13.8% 0.0% 1.1% 0.0% 0.0% *Includes both Employee Stock Ownership Plans (ESOP) and plans that combine an ESOP with a 401(k) plan (KSOP) >$100MM$200MM 91.0% 6.9% 11.0% 2.1% 20.7% 6.2% 18.6% 0.0% 0.0% 1.4% 0.0% >$200MM$500MM 90.2% 3.8% 8.3% 3.0% 14.3% 6.0% 19.5% 0.0% 0.0% 0.0% 0.0% >$500MM$1B 89.0% 13.7% 21.9% 2.7% 30.1% 2.7% 21.9% 0.0% 1.4% 2.7% 0.0% >$1B 81.8% 14.3% 21.4% 3.9% 12.3% 7.1% 42.9% 0.0% 0.6% 0.6% 0.0% What type of DC plan does your organization offer? All Industries Overall 401(k) 403(b) 457 Money Purchase Profit Sharing ESOP / KSOP* Nonqualified Deferred Compensation (NQDC) MEP/PEP (adopting employer) SEP SIMPLE IRA Other plan types 83.8% 7.8% 15.0% 1.7% 15.6% 3.1% 10.3% 0.2% 0.4% 0.9% 4.0% <$1MM 95.1% 3.7% 1.1% 1.1% 10.5% 0.0% 0.4% 0.0% 0.0% 1.5% 0.0% $1MM$5MM 94.0% 4.5% 2.3% 0.9% 17.7% 1.8% 1.1% 0.0% 0.6% 0.9% 0.0% >$5MM - $10MM 93.4% 4.8% 4.8% 0.3% 18.2% 1.4% 0.9% 0.0% 0.0% 0.9% 0.0% >$10MM$25MM 92.3% 8.6% 5.5% 0.9% 19.0% 2.5% 2.8% 0.0% 0.3% 0.3% 0.0% >$25MM$50MM 89.7% 9.2% 7.0% 0.4% 17.6% 5.5% 9.5% 0.0% 0.7% 1.1% 0.0% >$50MM$100MM 86.2% 7.9% 7.4% 2.6% 19.0% 4.2% 13.8% 0.0% 1.1% 0.0% 0.0% *Includes both Employee Stock Ownership Plans (ESOP) and plans that combine an ESOP with a 401(k) plan (KSOP) >$100MM$200MM 91.0% 6.9% 11.0% 2.1% 20.7% 6.2% 18.6% 0.0% 0.0% 1.4% 0.0% >$200MM$500MM 90.2% 3.8% 8.3% 3.0% 14.3% 6.0% 19.5% 0.0% 0.0% 0.0% 0.0% >$500MM$1B 89.0% 13.7% 21.9% 2.7% 30.1% 2.7% 21.9% 0.0% 1.4% 2.7% 0.0% >$1B 81.8% 14.3% 21.4% 3.9% 12.3% 7.1% 42.9% 0.0% 0.6% 0.6% 0.0%