RESEARCH |
2015
Recordkeeping Survey
Reported by PLANSPONSOR
Providers
Plan Administrators, inc. (PAi)
2014 Asset Rank: 47 www.pai.com
| PROFILE | 2014 | 2013 | %Change |
|---|---|---|---|
| Assets ($MM) | $3,994 | $3,902 | 2.4% |
| Plans | 13,768 | 13,127 | 4.9% |
| Participants | 182,740 | 202,958 | -10.0% |
| Plan Size | Assets ($MM) | Plans |
|---|---|---|
| <10 participants | $1,649 | 9,431 |
| 10–100 participants | $2,083 | 4,104 |
| 101–1000 participants | $259 | 232 |
| 1,001–5,000 participants | $3 | 1 |
| >5,000 participants | $0 | 0 |
| Other Information | |
|---|---|
| # of ERISA counsel: | 1 |
| 360 payroll: | Yes - available to select clients/plans |
| Retirement income estimate: | None |
| Platform: | Proprietary |
| Restrictions: | No employer-directed plans |
| Plans by Type | ||||
|---|---|---|---|---|
| 401(k) | >99% | Profit-sharing | <1% | |
| 403(b) | 0% | Money purchase | 0% | |
| 457 | 0% | Other | 0% | |
| Plans by Channel | |
|---|---|
| Direct sold | 0% |
| Adviser sold | 89% |
| Other | 11% |
| Specialty Investments | |
|---|---|
| Annuities | |
| Collectives | |
| Company stock | |
| # of TDF families | 38 |
