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 clients113
% Full outsourcing100%
% DB and DC clients100%
DB PLAN OVERVIEW
Total DB plans31
% Frozen plans239%
% Cash balance plans19%
% PLANS, BY NUMBER OF PARTICIPANTS
<100 Participants7
100 – 1,000 Participants11
1,001 – 10,000 Participants12
>10,000 Participants1
DB PARTICIPANT OVERVIEW
Total DB Participants77,284
% Private/Corporate30%
% Public/Government1%
% Retired participants21%
% All interactions on webNR
SPONSOR SERVICES OFFERED
Plan accounting / Master trust
Trust and custody servicesP
Actuarial servicesP
Investment management
Liability-driven investing
Investment consulting
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.