2022 DC Survey Standouts

The service providers listed below will be recognized at the 2023 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 2022 PLANSPONSOR Defined Contribution Survey. 

Approximately 2,830 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, along with the number of Best in Class (BIC) awards received.

The survey results relating to provider satisfaction were published online in March. Industry data from the same survey appeared in the October–November 2022 issue of the magazine and may be viewed in the 2022 DC Plan Benchmarking Survey.

The companies will be recognized at the 2023 PLANSPONSOR Awards for Excellence 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 2023 PLANSPONSOR National Conference, to be held at the Ritz-Carlton Orlando, Grande Lakes, in Orlando, Florida, in June.

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

SCROLL DOWN TO SEE THE 2022 DC SURVEY STANDOUTS

Plan Assets <$5MM

  • AWARDS12
    Ascensus gold
    Ascensus
    gold
  • 9
    Newport silver
    Newport
    silver
  • 8
    John Hancock bronze
    John Hancock
    bronze

Plan Assets $5MM–$25MM

  • AWARDS12
    Sentinel gold
    Sentinel
    gold
  • 10
    Ascensus silver
    Ascensus
    silver
  • 10
    Charles Schwab silver
    Charles Schwab
    silver
  • 6
    John Hancock bronze
    John Hancock
    bronze
  • 6
    OneAmerica bronze
    OneAmerica
    bronze
  • 6
    The Standard bronze
    The Standard
    bronze

Plan Assets >$25MM–$50MM

  • AWARDS12
    Voya gold
    Voya
    gold
  • 10
    Ascensus silver
    Ascensus
    silver
  • 10
    Charles Schwab silver
    Charles Schwab
    silver
  • 10
    Empower Retirement silver
    Empower Retirement
    silver
  • 9
    Newport bronze
    Newport
    bronze

Plan Assets >$50MM–$200MM

  • AWARDS12
    Empower Retirement gold
    Empower Retirement
    gold
  • 12
    Milliman gold
    Milliman
    gold
  • 12
    Voya gold
    Voya
    gold
  • 11
    Charles Scwab silver
    Charles Scwab
    silver
  • 6
    OneAmerica bronze
    OneAmerica
    bronze

Plan Assets >$200MM–$1B

  • AWARDS12
    Charles Schwab gold
    Charles Schwab
    gold
  • 12
    Milliman gold
    Milliman
    gold
  • 12
    Voya gold
    Voya
    gold
  • 8
    Empower Retirement silver
    Empower Retirement
    silver
  • 4
    Principal bronze
    Principal
    bronze

Plan Assets >$1B

  • AWARDS12
    Charles Schwab gold
    Charles Schwab
    gold
  • 11
    Empower Retirement silver
    Empower Retirement
    silver
  • 11
    T. Rowe Price silver
    T. Rowe Price
    silver
  • 10
    Fidelity bronze
    Fidelity
    bronze
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