PLANSPONSOR - June/July 2018 - 35

# refers to rank, as of 12/31/2017
John Hancock
Retirement Plan 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
$131,754/#16
$127,234
$0
$255
$543
$3,722
55,875 /#4
0%
100%
2,218,466 /#15
1,355,729
384,468
193,049
214,761
70,459
J.P. Morgan Asset Management
Total Assets ($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:
Empower Institutional
$5,932/#46
$5,702
$11
$0
$1
$218
503 /#60
0%
100%
94,398/#50
25,204
51,351
17,843
July Business Services
Total Assets ($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:
FIS Relius
$1,659/#60
$1,503
$113
$9
$3
$31
1,361 /#42
0%
100%
30,949/#59
26,392
3,674
883
Kidder Benefits Consultants, Inc.
Total Assets ($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
Recordkeeping Platform:
FIS Relius
$1,710/#59
$1,385
$65
$30
$0
$230
679 /#56
5%
95%
19,500/#62
15,330
3,650
520
Lincoln Financial Group
Total Assets ($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
$67,369/#22
$20,874
$36,139
$4,451
$0
$5,905
23,779 /#18
NR
NR
1,442,995/#20
477,671
284,635
365,063
277,777
37,849
Recordkeeping Platform:
Proprietary system; DST Systems TRAC
MassMutual
Total Assets ($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
$151,566/#15
$116,907
$8,567
$14,499
$659
$10,934
29,926 /#12
NR
NR
2,625,079/#12
894,845
607,231
539,130
442,145
141,728
Recordkeeping Platform: Proprietary system;
FIS Omni; DST Systems TRAC
PLANSPONSOR.com June-July 2018 35

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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
https://www.nxtbookmedia.com