2019 Recordkeeping Survey

Breaking down the DC industry by plan type.

Providers

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Correll Co.

www.correllco.com
PROFILE2018RANK
Assets ($MM)$2,308 53
Plans99245
Participants90,57048
Participants by Plan Size
<$5MM32,409
$5MM – $25MM29,110
>$25MM – $100MM18,916
>$100MM – $500MM10,135
>$500MM0
Plans by Channel
Direct sold 2%
Intermediary sold 98%
Assets ($MM) by Plan Type
401(k)$2,124
403(b)$44
457 $10
NQDC$22
All Other$108
Service Offerings
New client restrictionsNone
Multiple service modelsNo
Offers corporate trustee servicesNo
# of internal ERISA counsel1
Will act as §3(16) fiduciaryNo
Participant Services
Call center hoursWeekdays: 10 a.m. - 5:30 p.m. ET
Online chat supportNo
Mobile appYes
Managed account optionsNone
Retirement Income
Displays retirement income estimate on statementsNo
Offers in-plan guaranteed retirement income productsNo
Offers out-of-plan annuity bidding serviceNo
Recordkeeping PlatformFIS Relius
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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.