PLANSPONSOR - June/July 2020 - 29

# Refers to rank, as of December 31, 2019
EPIC Retirement Plan Services
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
$13,135/#35
93%
2%
<1%
5%
3,028/#32
169,101/#43
57%
27%
15%
1%
Proprietary
1
Equitable
Total Assets ($mm)
401(k)
403(b)
457
Other
Total Plans
Total Participants
<$10mm
$10mm - $50mm
>$50mm - $200mm
>$200mm
Related Offerings
HSA integration
Financial wellness options
$35,292/#28
18%
75%
6%
1%
25,846/#13
1,003,752/#27
57%
29%
14%
0%
None
1
Fidelity Investments
Total Assets ($mm)
401(k)
403(b)
457
Other
Total Plans
Total Participants
<$10mm
$10mm - $50mm
>$50mm - $200mm
>$200mm
Related Offerings
HSA integration
Financial wellness options
$2,421,205/#1
84%
10%
1%
5%
33,868/#10
23,699,361/#1
4%
10%
14%
72%
None
1
Guideline
Total Assets ($mm)
401(k)
403(b)
457
Other
Total Plans
Total Participants
<$10mm
$10mm - $50mm
>$50mm - $200mm
>$200mm
Related Offerings
HSA integration
Financial wellness options
$1,921/#51
100%
0%
0%
0%
9,461/#21
160,535/#44
97%
3%
0%
0%
None
GuideStone Financial Resources
Total Assets ($mm)
401(k)
403(b)
457
Other
Total Plans
Total Participants
<$10mm
$10mm - $50mm
>$50mm - $200mm
>$200mm
Related Offerings
HSA integration
Financial wellness options
$12,896/#36
<1%
99%
<1%
<1%
1,757/#37
201,980/#40
16%
15%
8%
61%
Other
NR
ICMA-RC
Total Assets ($mm)
401(k)
403(b)
457
Other
Total Plans
Total Participants
<$10mm
$10mm - $50mm
>$50mm - $200mm
>$200mm
Related Offerings
HSA integration
Financial wellness options
$54,962/#24
3%
<1%
74%
23%
6,878/#25
1,271,526/#22
19%
17%
15%
49%
Other
>4
PLANSPONSOR.COM June - July 2020 29

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
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