2017
DB Administration Survey

Like our Recordkeeping Survey on the defined contribution side of the market, the DB Administration Survey showcases providers in the DB market—who the major players are, who they serve, what services they provide. Also included is information on overall market sizing.

Introduction

Like our Recordkeeping Survey on the defined contribution side of the market, the DB Administration Survey showcases providers in the DB market—who the major players are, who they serve, what services they provide. Also included is information on overall market sizing.
DB CLIENT OVERVIEW
Total DB admin clients1160
% Full outsourcing76%
% DB and DC clients70%
DB PLAN OVERVIEW
Total DB plans160
% Frozen plans211%
% Cash balance plans47%
% PLANS, BY NUMBER OF PARTICIPANTS
<100 Participants122
100 – 1,000 Participants37
1,001 – 10,000 Participants1
>10,000 Participants0
DB PARTICIPANT OVERVIEW
Total DB Participants9,900
% Private/Corporate397%
% Public/Government0%
% Retired participants25%
% All interactions on webNR
SPONSOR SERVICES OFFERED
Plan accounting / Master trustI E P
Trust and custody servicesE
Actuarial servicesI E
Investment managementI E P
Liability-driven investingI E P
Investment consultingI E P
PARTICIPANT ONLINE SERVICES
Online initiation
Online elections
E-form processing
Online inquiry status
Online calculations
Saved DB calcs online
I = Internal; E = External; P = Partnership; NR = Not Reported in time for publication
Footnote:
1 - Includes both full outsourcing and partial outsourcing/co-sourcing arrangements; excludes investment-only, actuary-only and plan consulting-only clients.
2 - Includes partially frozen, soft-frozen and hard-frozen defined benefit plans.
3 - Includes both single-employer and multi-employer/Taft-Hartley plans.