PLANSPONSOR - June/July 2019 - 33

# Refers to rank, as of 12/31/2018
Employee Fiduciary, 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:
FIS Relius
$3,203/#51
$3,110
$56
$6
$3
$28
3,756/#27
50%
50%
83,395/#50
73,717
9,565
113
Empower Retirement
Total Assets ($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
$540,356/#3
$400,486
$17,903
$79,376
$4,193
$38,398
38,434/#8
NR
NR
8,657,754/#2
1,033,092
1,293,719
994,647
1,520,843
3,815,453
EPIC Retirement Plan Services
Total Assets ($mm)
401(k)
403(b)
457
NQDC
Other
Total Plans
% direct sold/serviced
% intermediary
Total Participants
<$5mm
$5mm - $25mm
>$25mm - $100mm
>$100mm - $500mm
>$500mm
$11,193/#37
$10,325
$264
$19
$37
$548
2,865/#33
0%
100%
166,713/#43
64,937
61,407
35,086
5,283
Recordkeeping Platform: Proprietary system;
Schwab Retirement Technologies (SRT)
Fidelity Investments
Total Assets ($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
$1,917,375/#1
$1,636,484
$196,555
$17,961
$11,750
$54,625
33,544/#10
38%
62%
22,284,450/#1
1,005,844
1,980,516
2,643,742
4,876,948
11,777,400
GuideStone Financial Resources
Total Assets ($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; FIS Relius
$11,015
$43
$65
$0
1,661/#36
NR
NR
204,422/#41
20,703
24,110
28,819
15,511
115,279
$11,196/#36
$73
ICMA-RC
Total Assets ($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
$46,516/#26
$1,280
$0
$34,687
$0
$10,549
6,918/#23
NR
NR
1,220,970/#24
175,907
192,011
225,409
392,441
235,202
PLANSPONSOR.com June - July 2019 33

http://www.plansponsordigital.com/plansponsor/june-july_2019/TrackLink.action?pageName=33&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