2019 Recordkeeping Survey

Breaking down the DC industry by plan type.


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Employee Fiduciary, LLC

Assets ($MM)$3,203 51
Participants by Plan Size
$5MM – $25MM9,565
>$25MM – $100MM113
>$100MM – $500MM0
Plans by Channel
Direct sold 50%
Intermediary sold 50%
Assets ($MM) by Plan Type
457 $6
All Other$28
Service Offerings
New client restrictionsNone
Multiple service modelsNo
Offers corporate trustee servicesYes - direct offering
# of internal ERISA counsel4
Will act as §3(16) fiduciaryNo
Participant Services
Call center hoursWeekdays: 9 a.m. - 6 p.m. ET
Online chat supportNo
Mobile appNo
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
1 7 8 9

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.