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 clients1122
% Full outsourcing99%
% DB and DC clients80%
DB PLAN OVERVIEW
Total DB plans225
% Frozen plans242%
% Cash balance plans5%
% PLANS, BY NUMBER OF PARTICIPANTS
<100 Participants64
100 – 1,000 Participants117
1,001 – 10,000 Participants38
>10,000 Participants6
DB PARTICIPANT OVERVIEW
Total DB Participants249,763
% Private/Corporate3NR
% Public/GovernmentNR
% Retired participants12%4
% All interactions on webNR
SPONSOR SERVICES OFFERED
Plan accounting / Master trustE P
Trust and custody servicesE P
Actuarial servicesI E
Investment managementI E
Liability-driven investingI E
Investment consultingI
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.
4 - Total excludes nonqualified defined benefit plans/participants serviced by the provider.