PLANSPONSOR - June/July 2020 - 35
# Refers to rank, as of December 31, 2019
T. Rowe Price
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
$214,038/#10
91%
1%
5%
3%
5,450/#27
2,198,879/#15
6%
6%
13%
75%
Partnership
2 - 4
Unified Trust Company, N.A.
Total Assets ($mm)
401(k)
403(b)
457
Other
Total Plans
Total Participants
<$10mm
$10mm - $50mm
>$50mm - $200mm
>$200mm
Related Offerings
HSA integration
Financial wellness options
$3,426/#48
94%
4%
1%
1%
606/#51
55,369/#51
42%
27%
31%
0%
None
USI Consulting Group
Total Assets ($mm)
401(k)
403(b)
457
Other
Total Plans
Total Participants
<$10mm
$10mm - $50mm
>$50mm - $200mm
>$200mm
Related Offerings
HSA integration
Financial wellness options
Vanguard Group, Inc., The
Total Assets ($mm)
401(k)
403(b)
457
Other
Total Plans
Total Participants
<$10mm
$10mm - $50mm
>$50mm - $200mm
>$200mm
Related Offerings
HSA integration
Financial wellness options
$547,274/#4
83%
6%
<1%
11%
2,188/#36
5,149,456/#6
<1%
4%
12%
84%
Partnership
2 - 4
Voya Financial
Total Assets ($mm)
401(k)
403(b)
457
Other
Total Plans
Total Participants
<$10mm
$10mm - $50mm
>$50mm - $200mm
>$200mm
Related Offerings
HSA integration
Financial wellness options
$377,864/#7
59%
13%
27%
1%
50,516/#4
5,559,507/#5
22%
13%
7%
58%
Proprietary
1
$9,765/#39
54%
9%
1%
36%
862/#47
237,247/#36
35%
27%
18%
20%
Partnership
2 - 4
Online
We have more Recordkeeping
Survey data on plansponsor
.com in the Research section
(requires free registration).
Readers will also find more
in-depth profiles of providers'
capabilities and experience
with servicing 403(b) and
NQDC plans in our related
Market Surveys.
Excel Data
Even more data is available
with the purchase of an Excel
file of the full Recordkeeping
Survey dataset. A full dataset
is also available in Excel for
other surveys.
Contact
Michelle.Judkins@
issmediasolutions.com
for pricing, data points
included in the Excel file,
and PDF reprints.
PLANSPONSOR.COM June - July 2020 35
http://www.plansponsor.com
http://www.plansponsor.com
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