2021 DC Survey Standouts

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

11 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 2021 PLANSPONSOR Defined Contribution Survey.

Nearly 1,700 responses were received and tabulated; 11 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 2021–January 2022 issue of PLANSPONSOR magazine and online in January. Industry data from the same survey appeared in the October–November 2021 issue of the magazine and may be viewed in the 2021 DC Plan Benchmarking Survey.

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 the 2021 DC Survey Standout.

Micro (<$5MM)

  • AWARDS11
    CUNA Mutual Group gold
    CUNA Mutual Group
    gold
  • 10
    Ascensus silver
    Ascensus
    silver
  • 9
    Newport bronze
    Newport
    bronze
  • 9
    Securian Financial bronze
    Securian Financial
    bronze
  • 9
    Voya Financial bronze
    Voya Financial
    bronze

Small A ($5MM–$25MM)

  • AWARDS12
    BOK Financial gold
    BOK Financial
    gold
  • 11
    Ascensus silver
    Ascensus
    silver
  • 10
    Securian Financial bronze
    Securian Financial
    bronze

Small B (>$25MM–$50MM)

  • AWARDS10
    Charles Schwab gold
    Charles Schwab
    gold
  • 10
    Empower gold
    Empower
    gold
  • 8
    Ascensus bronze
    Ascensus
    bronze

Mid (>$50MM–$200MM)

  • AWARDS11
    Milliman, Inc. gold
    Milliman, Inc.
    gold
  • 10
    Voya Financial silver
    Voya Financial
    silver
  • 9
    John Hancock bronze
    John Hancock
    bronze

Large (>$200MM–$1B)

  • AWARDS12
    Charles Schwab gold
    Charles Schwab
    gold
  • 9
    Milliman, Inc. silver
    Milliman, Inc.
    silver
  • 6
    T. Rowe Price bronze
    T. Rowe Price
    bronze

Mega (>$1B)

  • AWARDS11
    T. Rowe Price gold
    T. Rowe Price
    gold
  • 10
    Charles Schwab silver
    Charles Schwab
    silver
  • 8
    Voya bronze
    Voya
    bronze
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