RESEARCH |
2015
Recordkeeping Survey
Reported by PLANSPONSOR
Providers
Voya Financial
2014 Asset Rank: 6 www.voya.com
| PROFILE | 2014 | 2013 | %Change |
|---|---|---|---|
| Assets ($MM) | $352,173 | $340,016 | 3.6% |
| Plans | 46,595 | 47,012 | -0.9% |
| Participants | 4,886,469 | 5,045,474 | -3.2% |
| Plan Size | Assets ($MM) | Plans |
|---|---|---|
| <10 participants | $6,688 | 23,963 |
| 10–100 participants | $33,237 | 18,535 |
| 101–1000 participants | $38,301 | 3,381 |
| 1,001–5,000 participants | $33,827 | 482 |
| >5,000 participants | $240,120 | 234 |
| Other Information | |
|---|---|
| # of ERISA counsel: | 3 |
| 360 payroll: | Yes - available to all clients/plans |
| Retirement income estimate: | Yes (Statement; Web) |
| Platform: | SunGard Omni; Vantage |
| Restrictions: | None |
| Plans by Type | ||||
|---|---|---|---|---|
| 401(k) | 44% | Profit-sharing | 0% | |
| 403(b) | 45% | Money purchase | 0% | |
| 457 | 10% | Other | <1% | |
| Plans by Channel | |
|---|---|
| Direct sold | NR |
| Adviser sold | NR |
| Other | NR |
| Specialty Investments | |
|---|---|
| Annuities | |
| Collectives | |
| Company stock | |
| # of TDF families | 22 |
