PLANSPONSOR - June/July 2018 - 41
# refers to rank, as of 12/31/2017
The Vanguard Group, 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:
Proprietary system
$514,160/#4
$425,513
$29,968
$1,475
$2,953
$54,251
11,438 /#22
60%
40%
5,075,370 /#6
339,776
330,029
587,568
1,361,735
2,456,262
Voya Financial*
Total Assets ($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
*Results include totals from PenCal Plan Administrators, which was acquired in Q2.
$381,347/#6
$264,484
$44,727
$64,840
$6,522
$774
48,883 /#6
0%
100%
5,224,453/#4
1,165,459
633,556
505,073
769,049
2,151,316
Wells Fargo
Total Assets ($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:
WySTAR
$212,571/#10
$190,795
$2,166
$301
$5,488
$13,821
3,241 /#34
NR
NR
3,457,517/#9
166,760
444,459
638,357
1,181,036
1,026,905
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Online: We have more
Recordkeeping Survey data on
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Readers will also find more in-depth
profiles of provider's capabilities and
experience with servicing 403(b)
and NQDC plans in our related
Buyer's Guides.
Excel Data: Even more data is
available with the purchase of an
Excel file of the full Recordkeeping
Survey dataset. Also available for
other surveys. Email Michelle.Judkins
@strategic-i.com for pricing and data
points included in the Excel file.
PDF Reprint: Email Michelle.
Judkins@strategic-i.com for pricing on
a PDF file or paper reprints of the survey.
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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
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