2020 DC Survey Standouts

The service providers listed below are to be recognized at the 2022 PLANSPONSOR Awards for Excellence dinner.

13 providers received the highest marks when, nationwide, sponsors of defined contribution plans of all sizes answered questions about their satisfaction with recordkeeping providers, in the 2020 PLANSPONSOR Defined Contribution Survey.

Nearly 2,400 responses were received and tabulated; 13 companies each accumulated the greatest number of service awards in the survey’s six main asset classes, ranging from micro plans, with less than $5 million in assets, to mega plans, with more than $1 billion in assets. All honorees are listed below; the parenthetical numbers are the number of Best in Class (BIC) awards received.

The survey results relating to provider satisfaction were published in the December 2020–January 2021 issue of PLANSPONSOR magazine and online in January 2021. Industry data from the same survey appeared in the October–November 2020 issue of the magazine and may be viewed in the 2020 DC Survey: Plan Benchmarking

The companies will be recognized at the 2022 PLANSPONSOR Excellence in Retirement Awards dinner. This networking event celebrates the accomplishments of “the best of the best” in the retirement plan industry. This year’s dinner will be part of the 2022 PLANSPONSOR National Conference, to be held at the JW Marriott Orlando, Grande Lakes, in Orlando, Florida, in June.

For more information about the conference, please contact:
Sponsorship information: Rob Reif for sponsorship information 
General information: Carol Popkins.

Scroll down to see 2020 DC Survey Standouts.

Micro (<$5MM)

  • AWARDS20
    Ascensus gold
    Ascensus
    gold
  • 20
    Correll Co. gold
    Correll Co.
    gold
  • 20
    Newport gold
    Newport
    gold
  • 20
    Securian Financial Group gold
    Securian Financial Group
    gold
  • 20
    The Standard gold
    The Standard
    gold

Small A ($5MM–$25MM)

  • AWARDS20
    Ascensus gold
    Ascensus
    gold
  • 20
    Charles Schwab gold
    Charles Schwab
    gold
  • 20
    Securian Financial Group gold
    Securian Financial Group
    gold

Small B (>$25MM–$50MM)

  • AWARDS21
    Charles Schwab gold
    Charles Schwab
    gold
  • 19
    Voya Financial silver
    Voya Financial
    silver
  • 18
    Ascensus bronze
    Ascensus
    bronze

Mid (>$50MM–$200MM)

  • AWARDS22
    Charles Schwab gold
    Charles Schwab
    gold
  • 22
    John Hancock gold
    John Hancock
    gold
  • 19
    OneAmerica bronze
    OneAmerica
    bronze

Large (>$200MM–$1B)

  • AWARDS18
    OneAmerica gold
    OneAmerica
    gold
  • 18
    Principal Financial Group gold
    Principal Financial Group
    gold
  • 17
    Fidelity Investments bronze
    Fidelity Investments
    bronze
  • 17
    Voya Financial bronze
    Voya Financial
    bronze

Mega (>$1B)

  • AWARDS23
    Charles Schwab gold
    Charles Schwab
    gold
  • 22
    Principal Financial Group silver
    Principal Financial Group
    silver
  • 15
    Empower bronze
    Empower
    bronze
  • 15
    T. Rowe Price bronze
    T. Rowe Price
    bronze
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