PLANSPONSOR - June/July 2020 - 28

DC Recordkeeper Providers
RESEARCH | 2020 RECORDKEEPING SURVEY
Charles Schwab
Total Assets ($mm)
401(k)
403(b)
457
Other
Total Plans
Total Participants
<$10mm
$10mm - $50mm
>$50mm - $200mm
>$200mm
Related Offerings
HSA integration
Financial wellness options
$187,378/#12
87%
<1%
<1%
13%
1,097/#43
1,544,812/#17
<1%
7%
22%
71%
Proprietary
1
Conduent HR Services, LLC
Total Assets ($mm)
401(k)
403(b)
457
Other
Total Plans
Total Participants
<$10mm
$10mm - $50mm
>$50mm - $200mm
>$200mm
Related Offerings
HSA integration
Financial wellness options
$150,191/#15
97%
<1%
0%
3%
82/#53
1,022,549/#26
3%
1%
2%
94%
Proprietary
2 - 4
Correll Co.
Total Assets ($mm)
401(k)
403(b)
457
Other
Total Plans
Total Participants
<$10mm
$10mm - $50mm
>$50mm - $200mm
>$200mm
Related Offerings
HSA integration
Financial wellness options
$2,511/#50
92%
2%
<1%
6%
890/#45
81,880/#49
44%
37%
19%
0%
None
CUNA Mutual Retirement Solutions
Total Assets ($mm)
401(k)
403(b)
457
Other
Total Plans
Total Participants
<$10mm
$10mm - $50mm
>$50mm - $200mm
>$200mm
Related Offerings
HSA integration
Financial wellness options
$14,762/#33
86%
6%
6%
2%
7,107/#24
214,225/#38
66%
29%
5%
<1%
None
1
28 PLANSPONSOR.COM June - July 2020
NR = Not reported in time for publication
Employee Fiduciary, LLC
Total Assets ($mm)
401(k)
403(b)
457
Other
Total Plans
Total Participants
<$10mm
$10mm - $50mm
>$50mm - $200mm
>$200mm
Related Offerings
HSA integration
Financial wellness options
$3,993/#47
97%
2%
<1%
1%
4,066/#29
89,662/#48
96%
4%
0%
0%
None
Empower Retirement
Total Assets ($mm)
401(k)
403(b)
457
Other
Total Plans
Total Participants
<$10mm
$10mm - $50mm
>$50mm - $200mm
>$200mm
Related Offerings
HSA integration
Financial wellness options
$643,766/#2
77%
3%
12%
8%
39,062/#8
9,050,367/#3
17%
15%
13%
55%
Partnership
1

http://www.PLANSPONSOR.COM

PLANSPONSOR - June/July 2020

Table of Contents for the Digital Edition of PLANSPONSOR - June/July 2020

Revisiting Wellness
2020 Recordkeeping Survey
Blight Resistant
Debt Busters
A Time for Caution
PLANSPONSOR - June/July 2020 - Cover1
PLANSPONSOR - June/July 2020 - Cover2
PLANSPONSOR - June/July 2020 - 1
PLANSPONSOR - June/July 2020 - 2
PLANSPONSOR - June/July 2020 - 3
PLANSPONSOR - June/July 2020 - 4
PLANSPONSOR - June/July 2020 - 5
PLANSPONSOR - June/July 2020 - 6
PLANSPONSOR - June/July 2020 - 7
PLANSPONSOR - June/July 2020 - 8
PLANSPONSOR - June/July 2020 - 9
PLANSPONSOR - June/July 2020 - 10
PLANSPONSOR - June/July 2020 - 11
PLANSPONSOR - June/July 2020 - 12
PLANSPONSOR - June/July 2020 - 13
PLANSPONSOR - June/July 2020 - Revisiting Wellness
PLANSPONSOR - June/July 2020 - 15
PLANSPONSOR - June/July 2020 - 16
PLANSPONSOR - June/July 2020 - 17
PLANSPONSOR - June/July 2020 - 2020 Recordkeeping Survey
PLANSPONSOR - June/July 2020 - 19
PLANSPONSOR - June/July 2020 - 20
PLANSPONSOR - June/July 2020 - 21
PLANSPONSOR - June/July 2020 - 22
PLANSPONSOR - June/July 2020 - 23
PLANSPONSOR - June/July 2020 - 24
PLANSPONSOR - June/July 2020 - 25
PLANSPONSOR - June/July 2020 - 26
PLANSPONSOR - June/July 2020 - 27
PLANSPONSOR - June/July 2020 - 28
PLANSPONSOR - June/July 2020 - 29
PLANSPONSOR - June/July 2020 - 30
PLANSPONSOR - June/July 2020 - 31
PLANSPONSOR - June/July 2020 - 32
PLANSPONSOR - June/July 2020 - 33
PLANSPONSOR - June/July 2020 - 34
PLANSPONSOR - June/July 2020 - 35
PLANSPONSOR - June/July 2020 - Blight Resistant
PLANSPONSOR - June/July 2020 - 37
PLANSPONSOR - June/July 2020 - Debt Busters
PLANSPONSOR - June/July 2020 - 39
PLANSPONSOR - June/July 2020 - A Time for Caution
PLANSPONSOR - June/July 2020 - 41
PLANSPONSOR - June/July 2020 - 42
PLANSPONSOR - June/July 2020 - 43
PLANSPONSOR - June/July 2020 - 44
PLANSPONSOR - June/July 2020 - 45
PLANSPONSOR - June/July 2020 - 46
PLANSPONSOR - June/July 2020 - 47
PLANSPONSOR - June/July 2020 - 48
PLANSPONSOR - June/July 2020 - Cover3
PLANSPONSOR - June/July 2020 - 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