PLANSPONSOR - June/July 2018 - 31

# refers to rank, as of 12/31/2017
Ascensus
Total Assets ($mm)
401(k)
403(b)
457
NQDC
Other
Total Number of Plans
% serviced direct
% intermediary
Total Participants
<$10mm
$10mm - $50mm
>$50mm - $200mm
>$200mm - $1b
>$1b
Recordkeeping Platform:
Proprietary system
$64,557/#23
$61,371
$1,641
$87
$120
$1,338
42,777 /#7
12%
88%
1,657,236 /#19
1,197,362
301,961
92,557
65,356
Aspire Financial Services
Total Assets ($mm)
401(k)
403(b)
457
NQDC
Other
Total Number of Plans
% serviced direct
% intermediary
Total Participants
<$10mm
$10mm - $50mm
>$50mm - $200mm
>$200mm - $1b
>$1b
Recordkeeping Platform:
Proprietary system
Bank of America Merrill Lynch
Total Assets ($mm)
401(k)
403(b)
457
NQDC
Other
Total Number of Plans
% serviced direct
% intermediary
Total Participants
<$10mm
$10mm - $50mm
>$50mm - $200mm
>$200mm - $1b
>$1b
Recordkeeping Platform:
Proprietary system
BB&T Retirement and
Institutional Services
$220,504/#7
$164,336
$0
$0
$10,682
$45,486
1,226 /#44
18%
82%
3,070,747/#10
33,605
162,628
315,757
489,537
2,069,220
Total Assets ($mm)
401(k)
403(b)
457
NQDC
Other
Total Number of Plans
% serviced direct
% intermediary
Total Participants
<$10mm
$10mm - $50mm
>$50mm - $200mm
>$200mm - $1b
>$1b
Recordkeeping Platform:
FIS Omni
$12,234/#37
$10,855
$219
$108
$540
$512
1,307 /#43
NR
NR
212,773/#41
68,250
65,769
24,979
12,228
41,547
AXA Equitable Life
Insurance Company
$17,646/#33
$10,130
$3,771
$279
$2,831
$635
13,157 /#21
0%
100%
310,535/#35
263,212
37,696
8,233
1,394
Total Assets ($mm)
401(k)
403(b)
457
NQDC
Other
Total Number of Plans
% serviced direct
% intermediary
Total Participants
<$10mm
$10mm - $50mm
>$50mm - $200mm
>$200mm - $1b
>$1b
$30,995/#28
$5,660
$23,423
$1,663
$0
$249
25,881 /#15
5%
95%
930,864/#27
560,817
260,953
109,094
Recordkeeping Platform: Proprietary system;
FIS Omni / Relius; DST Systems TRAC
BOK Financial
Total Assets ($mm)
401(k)
403(b)
457
NQDC
Other
Total Number of Plans
% serviced direct
% intermediary
Total Participants
<$10mm
$10mm - $50mm
>$50mm - $200mm
>$200mm - $1b
>$1b
Recordkeeping Platform:
FIS Omni
$8,747/#42
$7,463
$113
$117
$37
$837
677 /#57
100%
0%
119,063/#49
34,072
42,564
27,775
10,804
3,848
PLANSPONSOR.com June-July 2018 31

http://www.plansponsordigital.com/plansponsor/june-july_2018/TrackLink.action?pageName=31&exitLink=http%3A%2F%2FPLANSPONSOR.com

PLANSPONSOR - June/July 2018

Table of Contents for the Digital Edition of PLANSPONSOR - June/July 2018

Opportunities Knock
2018 Plan Administration Guide, Part 2
Narrowing It Down
ESG Comes to Light
Protection at All Costs
The Sum of All Sources
Upwardly Mobile
PLANSPONSOR - June/July 2018 - C1
PLANSPONSOR - June/July 2018 - FC1
PLANSPONSOR - June/July 2018 - FC2
PLANSPONSOR - June/July 2018 - C2
PLANSPONSOR - June/July 2018 - 1
PLANSPONSOR - June/July 2018 - 2
PLANSPONSOR - June/July 2018 - 3
PLANSPONSOR - June/July 2018 - 4
PLANSPONSOR - June/July 2018 - 5
PLANSPONSOR - June/July 2018 - 6
PLANSPONSOR - June/July 2018 - 7
PLANSPONSOR - June/July 2018 - 8
PLANSPONSOR - June/July 2018 - 9
PLANSPONSOR - June/July 2018 - 10
PLANSPONSOR - June/July 2018 - 11
PLANSPONSOR - June/July 2018 - 12
PLANSPONSOR - June/July 2018 - 13
PLANSPONSOR - June/July 2018 - 14
PLANSPONSOR - June/July 2018 - 15
PLANSPONSOR - June/July 2018 - 16
PLANSPONSOR - June/July 2018 - 17
PLANSPONSOR - June/July 2018 - Opportunities Knock
PLANSPONSOR - June/July 2018 - 19
PLANSPONSOR - June/July 2018 - 20
PLANSPONSOR - June/July 2018 - 21
PLANSPONSOR - June/July 2018 - 2018 Plan Administration Guide, Part 2
PLANSPONSOR - June/July 2018 - 23
PLANSPONSOR - June/July 2018 - 24
PLANSPONSOR - June/July 2018 - 25
PLANSPONSOR - June/July 2018 - 26
PLANSPONSOR - June/July 2018 - 27
PLANSPONSOR - June/July 2018 - 28
PLANSPONSOR - June/July 2018 - 29
PLANSPONSOR - June/July 2018 - 30
PLANSPONSOR - June/July 2018 - 31
PLANSPONSOR - June/July 2018 - 32
PLANSPONSOR - June/July 2018 - 33
PLANSPONSOR - June/July 2018 - 34
PLANSPONSOR - June/July 2018 - 35
PLANSPONSOR - June/July 2018 - 36
PLANSPONSOR - June/July 2018 - 37
PLANSPONSOR - June/July 2018 - 38
PLANSPONSOR - June/July 2018 - 39
PLANSPONSOR - June/July 2018 - 40
PLANSPONSOR - June/July 2018 - 41
PLANSPONSOR - June/July 2018 - Narrowing It Down
PLANSPONSOR - June/July 2018 - 43
PLANSPONSOR - June/July 2018 - 44
PLANSPONSOR - June/July 2018 - 45
PLANSPONSOR - June/July 2018 - ESG Comes to Light
PLANSPONSOR - June/July 2018 - 47
PLANSPONSOR - June/July 2018 - 48
PLANSPONSOR - June/July 2018 - 49
PLANSPONSOR - June/July 2018 - Protection at All Costs
PLANSPONSOR - June/July 2018 - 51
PLANSPONSOR - June/July 2018 - The Sum of All Sources
PLANSPONSOR - June/July 2018 - 53
PLANSPONSOR - June/July 2018 - Upwardly Mobile
PLANSPONSOR - June/July 2018 - 55
PLANSPONSOR - June/July 2018 - 56
PLANSPONSOR - June/July 2018 - C3
PLANSPONSOR - June/July 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
https://www.plansponsordigital.com/plansponsor/july_august_2023
https://www.plansponsordigital.com/plansponsor/may_june_2023
https://www.plansponsordigital.com/plansponsor/march_april_2023
https://www.plansponsordigital.com/plansponsor/december_2022_february_2023
https://www.plansponsordigital.com/plansponsor/october_november_2022
https://www.plansponsordigital.com/plansponsor/august_september_2022
https://www.plansponsordigital.com/plansponsor/june_july_2022
https://www.plansponsordigital.com/plansponsor/excellenceawards_2022
https://www.plansponsordigital.com/plansponsor/april_may_2022
https://www.plansponsordigital.com/plansponsor/february_march_2022
https://www.plansponsordigital.com/plansponsor/december_2021_january_2022
https://www.plansponsordigital.com/plansponsor/october_november_2021
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
https://www.plansponsordigital.com/plansponsor/december-january_2020
https://www.plansponsordigital.com/plansponsor/october-november_2019
https://www.plansponsordigital.com/plansponsor/august-september_2019
https://www.plansponsordigital.com/plansponsor/june-july_2019
https://www.plansponsordigital.com/plansponsor/april-may_2019
https://www.plansponsordigital.com/plansponsor/february-march_2019
https://www.plansponsordigital.com/plansponsor/december_2018-january_2019
https://www.plansponsordigital.com/plansponsor/october-november_2018
https://www.plansponsordigital.com/plansponsor/august-september_2018
https://www.plansponsordigital.com/plansponsor/june-july_2018
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
https://www.plansponsordigital.com/plansponsor/october_2017
https://www.plansponsordigital.com/plansponsor/september_2017
https://www.nxtbookmedia.com