2018
Plan Administration Guide, Part Two: Recordkeeping Survey

Breaking down the DC industry by plan type.

Introduction

As a complement to our Defined Contribution Survey—which measures how satisfied DC clients are with their providers—our annual Recordkeeping Survey gives employers the chance to see exactly which products and services each provider offers, as well as listing information on total assets and overall client demographics. This survey, as opposed to the DC survey, is comprised of data collected from the providers themselves.

Ameritas Life Insurance Corp.

www.ameritas.com
Assets ($MM) by Plan Type
Ranked #40$9,822
401(k)$9,066
403(b)$13
457 $34
NQDC$0
All Other$709
Participants by Plan Size
Ranked #44186,988
<$10MM128,589
$10MM – $50MM13,711
>$50MM – $200MM1,269
>$200MM – $1BMM43,419
>$1B0
Plans by Channel
Direct sold
Intermediary sold
4%
96%
Service Offerings
New client restrictionsMinimum of $50,000 in plan assets; no company stock
Multiple service modelsYes
Offers corporate trustee servicesYes
Internal ERISA counsel4
Will act as §3(16) fiduciaryNo
Participant Services
Call center hoursWeekdays: 7 a.m. - 6 p.m. ET
Online chat supportNo
Mobile appNo
Managed account optionsStadion; Brinker Captial
Retirement Income
Displays retirement income estimate on statementsYes
Offers in-plan guaranteed retirement income productsYes
Offers out-of-plan annuity bidding serviceNo
Recordkeeping Platform FIS Omni
*Data has been updated/revised since initial publication in PLANSPONSOR magazine.