PLANSPONSOR - June/July 2018 - 34

Defined Contribution Recordkeeper Profiles continued
Empower Retirement
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
$525,000/#3
$370,000
$18,000
$83,000
$4,000
$50,000
37,477 /#8
NR
NR
8,300,000/#2
1,552,149
1,183,787
947,328
1,481,469
3,135,267
EPIC Advisors, Inc.
Total Assets ($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
$8,481/#43
$7,638
$299
$11
$33
$500
2,123 /#39
NR
NR
124,275/#47
72,504
38,049
13,722
Recordkeeping Platform:
Schwab Retirement Technologies (SRT)
# refers to rank, as of 12/31/2017
Fidelity Investments
Total Assets ($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
$1,990,534/#1
$1,680,269
$197,636
$18,273
$35,078
$59,278
33,369 /#10
NR
NR
20,939,578/#1
1,104,016
2,129,403
2,943,258
5,651,246
9,111,655
GuideStone Financial Resources
Total Assets ($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 / Relius
NR = not reported in time for publication.
34 PLANSPONSOR.com June-July 2018
$11,657
$43
$65
$0
1,624 /#40
0%
100%
198,903 /#42
28,873
26,163
20,327
10,500
113,040
$11,843/#38
$78
ICMA-RC
Total Assets ($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
$49,255/#26
$1,327
$0
$36,415
$0
$11,513
6,969 /#26
100%
0%
1,170,635/#22
241,193
213,612
350,601
225,467
139,762
Insperity
Total Assets ($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
$4,113/#52
$4,112
$0
$0
$1
$0
4,207 /#29
100%
0%
136,324/#46
115,301
13,123
3,540
4,360

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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
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