PLANSPONSOR - June/July 2019 - 34

Defined Contribution Recordkeeper Profiles
# Refers to rank, as of 12/31/2018
Insperity
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
$4,234/#48
$4,233
$0
$0
$1
$0
4,517/#26
100%
0%
155,893/#44
117,531
26,929
5,162
6,271
IPX/FPS Group, LLC
Total Assets ($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
$1,596/#55
$0
$1,580
$16
$0
$0
801/#48
33%
67%
37,880/#54
6,889
23,535
6,872
584
John Hancock
Total Assets ($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
$138,417/#16
$116,820
$0
$254
$427
$20,916
47,807/#5
0%
100%
2,587,096/#15
1,077,600
553,423
304,558
452,950
198,565
J.P. Morgan Asset Management
Total Assets ($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:
Empower Institutional
NR = not reported in time for publication
34 PLANSPONSOR.com June - July 2019
$5,771/#44
$5,538
$10
$0
$7
$216
528/#53
0%
100%
97,335/#47
10,443
45,058
39,136
2,698
July Business Services
Total Assets ($mm)
401(k)
403(b)
457
NQDC
Other
Total Plans
% direct sold/serviced
% intermediary
Total Participants
<$5mm
$5mm - $25mm
>$25mm - $100mm
>$100mm - $500mm
>$500mm
Recordkeeping Platform:
FIS Relius
$1,613/#54
$1,463
$106
$11
$0
$33
1,457/#37
0%
100%
31,689/#55
24,651
6,051
987
Lincoln Financial Group
Total Assets ($mm)
401(k)
403(b)
457
NQDC
Other
Total Plans
% direct sold/serviced
% intermediary
Total Participants
<$5mm
$5mm - $25mm
>$25mm - $100mm
>$100mm - $500mm
>$500mm
$67,055/#22
$20,572
$35,772
$4,352
$0
$6,359
23,463/#17
<1%
>99%
1,512,799/#19
373,455
282,953
303,583
433,570
119,238
Recordkeeping Platform:
Proprietary system; DST Systems TRAC

http://www.plansponsordigital.com/plansponsor/june-july_2019/TrackLink.action?pageName=34&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/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