PLANSPONSOR - June/July 2019 - 31

# Refers to rank, as of 12/31/2018
Ameritas
Total Assets ($mm)
401(k)
403(b)
457
NQDC
Other
Total Plans
% direct sold/serviced
% intermediary
Total Participants
<$5mm
$5mm - $25mm
>$25mm - $100mm
>$100mm - $500mm
>$500mm
Recordkeeping Platform:
FIS Omni
$9,858/#39
$8,998
$18
$48
$0
$794
5,962/#24
10%
90%
182,020/#42
104,076
29,984
2,876
45,084
Ascensus2
Total Assets ($mm)
401(k)
403(b)
457
NQDC
Other
Total Plans
% direct sold/serviced
% intermediary
Total Participants
<$5mm
$5mm - $25mm
>$25mm - $100mm
>$100mm - $500mm
>$500mm
$63,278/#23
$61,059
$1,125
$85
$131
$878
42,384/#6
14%
86%
1,376,452/#21
866,306
400,944
81,373
17,286
10,543
Recordkeeping Platform:
Acensus Recordkeeping System (ARK)
Bank of America
Total Assets ($mm)
401(k)
403(b)
457
NQDC
Other
Total Plans
% direct sold/serviced
% intermediary
Total Participants
<$5mm
$5mm - $25mm
>$25mm - $100mm
>$100mm - $500mm
>$500mm
Recordkeeping Platform:
Proprietary system
BB&T Retirement and
Institutional Services
$203,732/#9
$147,055
$0
$0
$10,056
$46,621
1,179/#41
18%
82%
4,500,867/#8
17,194
144,054
307,845
709,900
3,321,874
Total Assets ($mm)
401(k)
403(b)
457
NQDC
Other
Total Plans
% direct sold/serviced
% intermediary
Total Participants
<$5mm
$5mm - $25mm
>$25mm - $100mm
>$100mm - $500mm
>$500mm
Recordkeeping Platform:
FIS Omni
$11,537/#35
$10,207
$193
$109
$535
$493
1,390/#39
NR
NR
213,596/#40
45,410
73,463
33,442
19,519
41,762
AXA Equitable
Total Assets ($mm)
401(k)
403(b)
457
NQDC
Other
Total Plans
% direct sold/serviced
% intermediary
Total Participants
<$5mm
$5mm - $25mm
>$25mm - $100mm
>$100mm - $500mm
>$500mm
$29,979/#29
$5,341
$22,593
$1,655
$0
$390
26,811/#12
5%
95%
970,512/#27
444,456
318,272
173,049
34,735
Recordkeeping Platform:
Proprietary system; DST Systems TRAC
BOK Financial
Total Assets ($mm)
401(k)
403(b)
457
NQDC
Other
Total Plans
% direct sold/serviced
% intermediary
Total Participants
<$5mm
$5mm - $25mm
>$25mm - $100mm
>$100mm - $500mm
>$500mm
Recordkeeping Platform:
FIS Omni
2Ascensus' data reflects full-service plans on the company's proprietary platform and does not include plans administered as part of its FuturePlan third-party
administrator business.
PLANSPONSOR.com June - July 2019 31
$7,519/#41
$6,688
$84
$38
$52
$657
682/#51
100%
0%
125,953/#45
18,743
48,247
35,989
12,527
10,447

http://www.plansponsordigital.com/plansponsor/june-july_2019/TrackLink.action?pageName=31&exitLink=http%3A%2F%2FPLANSPONSOR.com

PLANSPONSOR - June/July 2019

Table of Contents for the Digital Edition of PLANSPONSOR - June/July 2019

Fee Variations
Consider This
2019 PLANSPONSOR Recordkeeping Survey
A Balancing Act
Equity Factor Investing
Going With the Plan
NQDC Investment Menus
PLANSPONSOR - June/July 2019 - Cover1
PLANSPONSOR - June/July 2019 - Cover2
PLANSPONSOR - June/July 2019 - 1
PLANSPONSOR - June/July 2019 - 2
PLANSPONSOR - June/July 2019 - 3
PLANSPONSOR - June/July 2019 - 4
PLANSPONSOR - June/July 2019 - 5
PLANSPONSOR - June/July 2019 - 6
PLANSPONSOR - June/July 2019 - 7
PLANSPONSOR - June/July 2019 - 8
PLANSPONSOR - June/July 2019 - 9
PLANSPONSOR - June/July 2019 - 10
PLANSPONSOR - June/July 2019 - 11
PLANSPONSOR - June/July 2019 - 12
PLANSPONSOR - June/July 2019 - 13
PLANSPONSOR - June/July 2019 - 14
PLANSPONSOR - June/July 2019 - 15
PLANSPONSOR - June/July 2019 - Fee Variations
PLANSPONSOR - June/July 2019 - 17
PLANSPONSOR - June/July 2019 - 18
PLANSPONSOR - June/July 2019 - 19
PLANSPONSOR - June/July 2019 - Consider This
PLANSPONSOR - June/July 2019 - 21
PLANSPONSOR - June/July 2019 - 22
PLANSPONSOR - June/July 2019 - 23
PLANSPONSOR - June/July 2019 - 2019 PLANSPONSOR Recordkeeping Survey
PLANSPONSOR - June/July 2019 - 25
PLANSPONSOR - June/July 2019 - 26
PLANSPONSOR - June/July 2019 - 27
PLANSPONSOR - June/July 2019 - 28
PLANSPONSOR - June/July 2019 - 29
PLANSPONSOR - June/July 2019 - 30
PLANSPONSOR - June/July 2019 - 31
PLANSPONSOR - June/July 2019 - 32
PLANSPONSOR - June/July 2019 - 33
PLANSPONSOR - June/July 2019 - 34
PLANSPONSOR - June/July 2019 - 35
PLANSPONSOR - June/July 2019 - 36
PLANSPONSOR - June/July 2019 - 37
PLANSPONSOR - June/July 2019 - 38
PLANSPONSOR - June/July 2019 - 39
PLANSPONSOR - June/July 2019 - 40
PLANSPONSOR - June/July 2019 - 41
PLANSPONSOR - June/July 2019 - A Balancing Act
PLANSPONSOR - June/July 2019 - 43
PLANSPONSOR - June/July 2019 - Equity Factor Investing
PLANSPONSOR - June/July 2019 - 45
PLANSPONSOR - June/July 2019 - Going With the Plan
PLANSPONSOR - June/July 2019 - 47
PLANSPONSOR - June/July 2019 - NQDC Investment Menus
PLANSPONSOR - June/July 2019 - 49
PLANSPONSOR - June/July 2019 - 50
PLANSPONSOR - June/July 2019 - 51
PLANSPONSOR - June/July 2019 - 52
PLANSPONSOR - June/July 2019 - Cover3
PLANSPONSOR - June/July 2019 - Cover4
https://www.plansponsordigital.com/plansponsor/may_june_2024
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