PLANSPONSOR - June/July 2019 - 32

Defined Contribution Recordkeeper Profiles
# Refers to rank, as of 12/31/2018
BPAS3
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
$9,557/#40
$5,791
$1,760
$126
$71
$1,809
3,551/#28
5%
95%
292,541/#36
108,971
95,267
50,782
37,521
Charles Schwab
Total Assets ($mm)
401(k)
403(b)
457
NQDC
Other
Total Plans
% direct sold/serviced
% intermediary
Total Participants
<$5mm
$5mm - $25mm
>$25mm - $100mm
>$100mm - $500mm
>$500mm
$149,915/#14
$129,534
$34
$6
$3,541
$16,800
1,060/#42
36%
64%
1,452,076/#20
4,429
43,734
245,611
481,805
676,497
Recordkeeping Platform: Proprietary system;
Schwab Retirement Technologies (SRT)
Conduent HR Services, LLC
Total Assets ($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
$162,002/#13
$124,503
$1,108
$1,962
$1,699
$32,729
94/#56
100%
0%
1,805,289/#18
17,184
1,017
6,280
316,268
1,464,540
Conrad Siegel
Total Assets ($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
NR = not reported in time for publication
$3,066/#52
$1,771
$47
$3
$42
$1,203
207/#55
90%4
10%4
61,579/#51
8,072
19,928
5,333
27,729
517
Correll Co.
Total Assets ($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 Relius
$2,308/#53
$2,124
$44
$10
$22
$108
992/#45
2%
98%
90,570/#48
32,409
29,110
18,916
10,135
CUNA Mutual Retirement Solutions
Total Assets ($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; FIS Omni
3BPAS is a member of Alliance Benefit Group, which is ranked/reported separately and includes BPAS totals.
4Percentage of assets (not plans) by distribution channel, as reported in 2019 PLANADVISER Recordkeeper Services Guide.
32 PLANSPONSOR.com June - July 2019
$15,080/#34
$13,238
$873
$663
$25
$281
7,033/#22
44%
56%
280,786/#37
138,587
103,561
29,096
5,266
4,276

http://www.plansponsordigital.com/plansponsor/june-july_2019/TrackLink.action?pageName=32&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