PLANSPONSOR - November/December 2017 - 48

2017 Research Year in Review
2017 DEFINED BENEFIT ADMINISTRATION SURVEY
Total DB
administration clients
5,501
Total DB participants
22,264,734
DB Plans by # of Participants
>1,000 - 5,000
1,406
Active/Open
<100 participants
7,273 plans
100-1,000
2,435
>5,000 - 25,000
837
Terminated
209
Top Five Defined Benefit Administrators
By Total Defined Benefit Participants
1 Conduent Business Services, LLC
2 Willis Towers Watson
3 Fidelity Investments
4 Mercer
5 Milliman, Inc.
By Total Defined Benefit Plans
1 Principal
2 John Hancock Retirement Plan Services
3 Kravitz, Inc.
4 Willis Towers Watson
5 Fidelity Investments
By Number of DB Plans Won in 2016
1 Kravitz, Inc.
2 Mercer
3 Pentegra Retirement Services
4 Principal
5 July Business Services
6,200,992
5,266,073
4,163,608
1,833,520
1,063,235
2,644
996
857
833
807
139
71
57
54
39
By Traditional Defined Benefit Plans
1 Principal
2 Fidelity Investments
3 CUNA Mutual Group
4 Pentegra Retirement Services
5 Wells Fargo
By Total Cash Balance Plans
1 Kravitz, Inc.
2 John Hancock Retirement Plan Services
3 Mercer
4 Fidelity Investments
5 July Business Services
By Public/Government Defined Benefit Plans
1 CBIZ, Inc.
2 OneAmerica
3 Wells Fargo
4 Principal
5 USI Consulting Group
2,563
597
573
511
497
827
582
183
170
164
152
101
75
62
49
>25,000
351
3,734 plans
Closed
802
Public/
Governmental
539
Corporate
9,089 plans
Total DB plans
12,453
Estimated DB assets
$600,149b
DB Plans by Plan Status
Frozen
2,071
DB Plans by Type
Nonprofit/
Church/Social
service
975
DB-only clients
43%
All other
DB bundles
21%
DB and DC
clients
36%
48 PLANSPONSOR.com November-December 2017
For full survey, see PLANSPONSOR.com/research

http://www.PLANSPONSOR.com/research http://www.PLANSPONSOR.com

PLANSPONSOR - November/December 2017

Table of Contents for the Digital Edition of PLANSPONSOR - November/December 2017

Seeking Value
2017 DC Survey: Plan Benchmarking
2017 Research Year in Review
Owning a Piece of the Firm
Breaking Up With a Fund
Reporting Requirements
PLANSPONSOR - November/December 2017 - Cover1
PLANSPONSOR - November/December 2017 - Cover2
PLANSPONSOR - November/December 2017 - 1
PLANSPONSOR - November/December 2017 - 2
PLANSPONSOR - November/December 2017 - 3
PLANSPONSOR - November/December 2017 - 4
PLANSPONSOR - November/December 2017 - 5
PLANSPONSOR - November/December 2017 - 6
PLANSPONSOR - November/December 2017 - 7
PLANSPONSOR - November/December 2017 - 8
PLANSPONSOR - November/December 2017 - 9
PLANSPONSOR - November/December 2017 - 10
PLANSPONSOR - November/December 2017 - 11
PLANSPONSOR - November/December 2017 - 12
PLANSPONSOR - November/December 2017 - 13
PLANSPONSOR - November/December 2017 - 14
PLANSPONSOR - November/December 2017 - 15
PLANSPONSOR - November/December 2017 - 16
PLANSPONSOR - November/December 2017 - 17
PLANSPONSOR - November/December 2017 - 18
PLANSPONSOR - November/December 2017 - 19
PLANSPONSOR - November/December 2017 - 20
PLANSPONSOR - November/December 2017 - 21
PLANSPONSOR - November/December 2017 - Seeking Value
PLANSPONSOR - November/December 2017 - 23
PLANSPONSOR - November/December 2017 - 24
PLANSPONSOR - November/December 2017 - 25
PLANSPONSOR - November/December 2017 - 26
PLANSPONSOR - November/December 2017 - 27
PLANSPONSOR - November/December 2017 - 28
PLANSPONSOR - November/December 2017 - 29
PLANSPONSOR - November/December 2017 - 2017 DC Survey: Plan Benchmarking
PLANSPONSOR - November/December 2017 - 31
PLANSPONSOR - November/December 2017 - 32
PLANSPONSOR - November/December 2017 - 33
PLANSPONSOR - November/December 2017 - 34
PLANSPONSOR - November/December 2017 - 35
PLANSPONSOR - November/December 2017 - 36
PLANSPONSOR - November/December 2017 - 37
PLANSPONSOR - November/December 2017 - 38
PLANSPONSOR - November/December 2017 - 39
PLANSPONSOR - November/December 2017 - 40
PLANSPONSOR - November/December 2017 - 41
PLANSPONSOR - November/December 2017 - 42
PLANSPONSOR - November/December 2017 - 43
PLANSPONSOR - November/December 2017 - 44
PLANSPONSOR - November/December 2017 - 45
PLANSPONSOR - November/December 2017 - 2017 Research Year in Review
PLANSPONSOR - November/December 2017 - 47
PLANSPONSOR - November/December 2017 - 48
PLANSPONSOR - November/December 2017 - 49
PLANSPONSOR - November/December 2017 - 50
PLANSPONSOR - November/December 2017 - 51
PLANSPONSOR - November/December 2017 - 52
PLANSPONSOR - November/December 2017 - 53
PLANSPONSOR - November/December 2017 - Owning a Piece of the Firm
PLANSPONSOR - November/December 2017 - 55
PLANSPONSOR - November/December 2017 - 56
PLANSPONSOR - November/December 2017 - 57
PLANSPONSOR - November/December 2017 - Breaking Up With a Fund
PLANSPONSOR - November/December 2017 - 59
PLANSPONSOR - November/December 2017 - Reporting Requirements
PLANSPONSOR - November/December 2017 - 61
PLANSPONSOR - November/December 2017 - 62
PLANSPONSOR - November/December 2017 - 63
PLANSPONSOR - November/December 2017 - 64
PLANSPONSOR - November/December 2017 - Cover3
PLANSPONSOR - November/December 2017 - Cover4
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