PLANSPONSOR - October/November 2021 - 7

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PLANSPONSOR.COM October - November 2021 7
2021 PLANSPONSOR NQDC Market Survey
NQDC Providers
BPAS
Total NQDC plans
Total NQDC assets/liabilities ($mm)
Total NQDC participants
Number of NQDC Plans-by Type
§457(f) and nongovernmental §457(b)
401(k) mirror plans
Deferred compensation
DB programs/SERPs
Longterm incentive plans
Other
Number of §409A NQDC Plans-by Size
<5 Participants
5 - 25 Participants
26 - 50 Participants
51 - 100 Participants
>100 Participants
Specialty Financing Vehicles Supported
Separate account life insurance
General account life insurance
Company stock
Institutional investments
Alternative investments
Letters of credit
Annuities
ETFs
Hybrid financing
Other §409A Services
Supports phantom stock
Supports restricted stock units
Offers model plan documents
% of clients using rabbi trusts
Number of NQDC technical experts
219
$173
3,312
204
15
Not available
Not available
Not available
Not available
Not available
Not available
Not available
Not available
Not available
Conduent HR Services,
Total NQDC plans
Total NQDC assets/liabilities ($mm)
Total NQDC participants
Number of NQDC Plans-by Type
§457(f) and nongovernmental §457(b)
401(k) mirror plans
Deferred compensation
DB programs/SERPs
Longterm incentive plans
Other
Number of §409A NQDC Plans-by Size
<5 Participants
5 - 25 Participants
26 - 50 Participants
51 - 100 Participants
>100 Participants
Specialty Financing Vehicles Supported
Separate account life insurance
General account life insurance
Company stock
Institutional investments
Alternative investments
Letters of credit
Annuities
ETFs
Hybrid financing
Other §409A Services
Supports phantom stock
Not reported
Not reported
Supports restricted stock units
Offers model plan documents
% of clients using rabbi trusts
Number of NQDC technical experts
Reprinted from PLANSPONSOR June- July 2021. ©1989 - 2021. PLANSPONSOR is owned by ISS. All Rights Reserved.
For Internal Use Only-Not For External Distribution. This document is not to be copied, distributed or reproduced in whole
or in part, nor passed to any third party. For information, call (203) 595-3276 or email reprints@issmediasolutions.com.
5
8
2
1
12
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
No
80%
2
7
2021_PS-NQDC_Survey_e-Commerce_p3.indd 7
10/7/21 11:29 AM
2021
PLANSPONSOR
NQDC Market
Survey
Reprinted from PLANSPONSOR June- July 2021. ©1989 - 2021. PLANSPONSOR is owned by ISS. All Rights Reserved.
For Internal Use Only-Not For External Distribution. This document is not to be copied, distributed or reproduced in whole
or in part, nor passed to any third party. For information, call (203) 595-3276 or email reprints@issmediasolutions.com.
1
Art by Mar Hernandez
2021_PS-NQDC_Survey_e-Commerce_p3.indd 1
10/6/21 10:02 AM
http://www.plansponsor.com http://www.plansponsor.com http://www.PLANSPONSOR.COM

PLANSPONSOR - October/November 2021

Table of Contents for the Digital Edition of PLANSPONSOR - October/November 2021

INSIGHTS
INDUSTRY ANALYSIS
RULES & REGULATIONS
UPFRONT
To Attract and Retain
2021 DC Plan Benchmarking Survey
Investment Appraisal
The Evergreen Discussion
Retirement, by Auto-Pilot
FIDUCIARY FORUM A Useful Gauge
INSIDE ANGLE ESG for Fiduciaries
PLAN PROFILE Picture of Health
PLANSPONSOR - October/November 2021 - Cover1
PLANSPONSOR - October/November 2021 - Cover2
PLANSPONSOR - October/November 2021 - 1
PLANSPONSOR - October/November 2021 - 2
PLANSPONSOR - October/November 2021 - 3
PLANSPONSOR - October/November 2021 - INSIGHTS
PLANSPONSOR - October/November 2021 - 5
PLANSPONSOR - October/November 2021 - INDUSTRY ANALYSIS
PLANSPONSOR - October/November 2021 - 7
PLANSPONSOR - October/November 2021 - RULES & REGULATIONS
PLANSPONSOR - October/November 2021 - 9
PLANSPONSOR - October/November 2021 - 10
PLANSPONSOR - October/November 2021 - 11
PLANSPONSOR - October/November 2021 - UPFRONT
PLANSPONSOR - October/November 2021 - 13
PLANSPONSOR - October/November 2021 - 14
PLANSPONSOR - October/November 2021 - 15
PLANSPONSOR - October/November 2021 - 16
PLANSPONSOR - October/November 2021 - 17
PLANSPONSOR - October/November 2021 - To Attract and Retain
PLANSPONSOR - October/November 2021 - 19
PLANSPONSOR - October/November 2021 - 20
PLANSPONSOR - October/November 2021 - 21
PLANSPONSOR - October/November 2021 - 2021 DC Plan Benchmarking Survey
PLANSPONSOR - October/November 2021 - 23
PLANSPONSOR - October/November 2021 - 24
PLANSPONSOR - October/November 2021 - 25
PLANSPONSOR - October/November 2021 - 26
PLANSPONSOR - October/November 2021 - 27
PLANSPONSOR - October/November 2021 - 28
PLANSPONSOR - October/November 2021 - 29
PLANSPONSOR - October/November 2021 - Investment Appraisal
PLANSPONSOR - October/November 2021 - 31
PLANSPONSOR - October/November 2021 - 32
PLANSPONSOR - October/November 2021 - 33
PLANSPONSOR - October/November 2021 - The Evergreen Discussion
PLANSPONSOR - October/November 2021 - 35
PLANSPONSOR - October/November 2021 - Retirement, by Auto-Pilot
PLANSPONSOR - October/November 2021 - 37
PLANSPONSOR - October/November 2021 - FIDUCIARY FORUM A Useful Gauge
PLANSPONSOR - October/November 2021 - INSIDE ANGLE ESG for Fiduciaries
PLANSPONSOR - October/November 2021 - PLAN PROFILE Picture of Health
PLANSPONSOR - October/November 2021 - Cover3
PLANSPONSOR - October/November 2021 - Cover4
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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