RESEARCH |
2015
Recordkeeping Survey
Reported by PLANSPONSOR
Providers
USI Consulting Group
2014 Asset Rank: 45 www.usicg.com
| PROFILE | 2014 | 2013 | %Change |
|---|---|---|---|
| Assets ($MM) | $4,722 | $4,452 | 6.1% |
| Plans | 464 | 452 | 2.7% |
| Participants | 213,095 | 200,922 | 6.1% |
| Plan Size | Assets ($MM) | Plans |
|---|---|---|
| <10 participants | $16 | 23 |
| 10–100 participants | $92 | 123 |
| 101–1000 participants | $1,446 | 234 |
| 1,001–5,000 participants | $1,642 | 71 |
| >5,000 participants | $1,526 | 13 |
| Other Information | |
|---|---|
| # of ERISA counsel: | 0 |
| 360 payroll: | Yes - available to all clients/plans |
| Retirement income estimate: | Yes (Web) |
| Platform: | SunGard Relius |
| Restrictions: | None |
| Plans by Type | ||||
|---|---|---|---|---|
| 401(k) | 54% | Profit-sharing | 15% | |
| 403(b) | 10% | Money purchase | 2% | |
| 457 | 3% | Other | 16% | |
| Plans by Channel | |
|---|---|
| Direct sold | 92% |
| Adviser sold | 7% |
| Other | 1% |
| Specialty Investments | |
|---|---|
| Annuities | |
| Collectives | |
| Company stock | |
| # of TDF families | 11 |
