RESEARCH |
2015
Recordkeeping Survey
Reported by PLANSPONSOR
Providers
CUNA Mutual Retirement Solutions
2014 Asset Rank: 34 www.cunamutualrs.com
| PROFILE | 2014 | 2013 | %Change |
|---|---|---|---|
| Assets ($MM) | $13,891 | $12,717 | 9.2% |
| Plans | 6,341 | 6,131 | 3.4% |
| Participants | 328,244 | 307,332 | 6.8% |
| Plan Size | Assets ($MM) | Plans |
|---|---|---|
| <10 participants | $1,340 | 1,899 |
| 10–100 participants | $6,513 | 3,774 |
| 101–1000 participants | $5,409 | 658 |
| 1,001–5,000 participants | $399 | 8 |
| >5,000 participants | $230 | 2 |
| Other Information | |
|---|---|
| # of ERISA counsel: | 2 |
| 360 payroll: | No - but will be available to clients within the next 12 months |
| Retirement income estimate: | Yes (Web) |
| Platform: | Proprietary; Schwab Retirement Technologies (SRT) |
| Restrictions: | No governmental 457 or non-ERISA 403(b) plans; no Simplified Employee Pension (SEP) or Savings Incentive Match Plan for Employees (SIMPLE) IRAs. |
| Plans by Type | ||||
|---|---|---|---|---|
| 401(k) | 85% | Profit-sharing | 3% | |
| 403(b) | 8% | Money purchase | 4% | |
| 457 | 2% | Other | <1% | |
| Plans by Channel | |
|---|---|
| Direct sold | 58% |
| Adviser sold | 42% |
| Other | 0% |
| Specialty Investments | |
|---|---|
| Annuities | |
| Collectives | |
| Company stock | |
| # of TDF families | 19 |
