PLANSPONSOR - November/December 2017 - 50

2017 Research Year in Review
2017 RECORDKEEPING SURVEY


Total Defined
Contribution Assets
$6,085,755
Total Defined
Contribution Plans
831,928
Total Assets, Plans and Participants by Plan Type

Total Defined
Contribution Participants
94,530,017
Top 5 providers

Assets
54.1%

Assets
l 401(k)
l 403(b)
l 457
l Profit-sharing
l Money purchase
l NQDC1
l ESOP2/KSOP3
l All other

Plans
Assets ($mm)
$4,268,986
$877,971
$315,532
$96,256
$134,092
$98,690
$73,480
$220,748
1Nonqualified deferred compensation. 2
3Combines the features and benefits of an ESOP and a 401(k) plan.
Total Assets, Plans and Participants by Plan Size
Plans
531,801
161,788
39,374
9,378
7,985
7,763
1,444
72,395
Employee stock ownership plan.

Participants

Participants
45.3%
Participants
60,288,569
16,367,558
6,930,981
1,544,293
2,394,732
682,153
915,791
5,405,940

Participants
62.9%
Top 10 providers

Assets
72.0%

Plans
22.3%

Plans
18.0%
Share of Total Defined
Contribution Market

Assets
l <$5mm
l $5mm-$50mm
l >$50mm-$200mm
l >$200mm-$1b
l >$1b

Plans
Assets ($mm)
$572,183
$711,060
$790,147
$1,286,839
$2,455,003
Plans
739,881
36,941
8,542
3,082
752

Participants

Assets
90.5%
Participants
16,045,505
14,174,060
14,286,550
18,450,542
25,527,204

Plans
59.6%
Top 20 providers

Participants
85.9%
50 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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