2019 Recordkeeping Survey

Breaking down the DC industry by plan type.


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Assets ($MM)$9,557 40
Participants by Plan Size
$5MM – $25MM95,267
>$25MM – $100MM50,782
>$100MM – $500MM37,521
Plans by Channel
Direct sold 5%
Intermediary sold 95%
Assets ($MM) by Plan Type
457 $126
All Other$1,809
Service Offerings
New client restrictionsNone
Multiple service modelsNo
Offers corporate trustee servicesYes - direct offering
# of internal ERISA counsel0
Will act as §3(16) fiduciaryYes - direct offering
Participant Services
Call center hoursWeekdays: 8 a.m. - 8 p.m. ET
Online chat supportIn 2019
Mobile appYes
Managed account optionsRJ20; FisherPRO
Retirement Income
Displays retirement income estimate on statementsYes
Offers in-plan guaranteed retirement income productsNo
Offers out-of-plan annuity bidding serviceYes
Recordkeeping PlatformFIS Omni
*BPAS is a member of Alliance Benefit Group, which is ranked/reported separately and includes BPAS totals.
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Recordkeeping Survey Archive

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.