The 2018 PLANSPONSOR Recordkeeping Survey now integrates data from our 403(b), 457 and nonqualified deferred compensation (NQDC) buyer’s guides to provide a more complete summary of the defined contribution (DC) market. The results were aggregated from data submitted by 63 service providers that collectively oversee more than $7 trillion in DC assets and are estimated to account for more than 90% of the total defined contribution market. Provider profiles are presented alphabetically and reflect the vendor’s experience in servicing different types of plans. Each provider is ranked in three categories: total plans, total assets and total participants; other rankings/totals reflect only those organizations that reported the associated data. All data, including data reported this year, are as of December 31, 2017; all information from the survey was self-reported. Readers may follow up with providers directly for additional details on the scope of services available.
*Source: Investment Company Institute, 2018 Investment Company Fact Book.