PLANSPONSOR - June/July 2018 - 38

Defined Contribution Recordkeeper Profiles continued
PlanMember 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
$2,191/#57
$2
$2,099
$47
$0
$42
2,676 /#37
0%
100%
55,424 /#54
35,956
13,652
2,498
3,318
Recordkeeping Platform:
Phoenix Systems (NQDC only)
PNC Retirement Solutions
Total Assets ($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
$15,700/#36
$12,537
$171
$55
$65
$2,872
880 /#51
80%
20%
250,667 /#39
41,532
77,464
78,456
27,634
25,581
Recordkeeping Platform:
Schwab Retirement Technologies (SRT)
# refers to rank, as of 12/31/2017
Principal Financial Group
Total Assets ($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
Recordkeeping Platform:
Proprietary system
$219,900/#8
$147,736
$14,459
$1,471
$4,496
$51,738
53,223 /#5
1%
99%
5,091,771 /#5
1,828,771
1,314,287
974,699
586,574
387,440
Professional Capital Services
Total Assets ($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; FIS Relius
NR = not reported in time for publication.
38 PLANSPONSOR.com June-July 2018
$5,864/#47
$5,516
$131
$27
$11
$179
2,689 /#36
0%
100%
142,511 /#45
99,624
31,875
1,672
9,340
Prudential Retirement
Total Assets ($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:
FIS Omni
$215,744/#9
$152,896
$14,596
$23,613
$16,472
$8,167
4,071 /#30
4%
96%
3,002,095 /#11
81,358
331,337
689,405
768,855
1,131,140
RPG Consultants
Total Assets ($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
$1,311/#62
$1,224
$7
$31
$5
$44
838 /#52
5%
95%
24,276 /#61
22,801
1,475

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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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