2019 Recordkeeping Survey

Breaking down the DC industry by plan type.

Providers

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EPIC Retirement Plan Services

www.EPICRPS.com
PROFILE2018RANK
Assets ($MM)$11,193 37
Plans2,86533
Participants166,71343
Participants by Plan Size
<$5MM64,937
$5MM – $25MM61,407
>$25MM – $100MM35,086
>$100MM – $500MM5,283
>$500MM0
Plans by Channel
Direct sold 0%
Intermediary sold 100%
Assets ($MM) by Plan Type
401(k)$10,325
403(b)$264
457 $19
NQDC$37
All Other$548
Service Offerings
New client restrictionsNone
Multiple service modelsNo
Offers corporate trustee servicesYes - via partnership/other strategy
# of internal ERISA counsel1
Will act as §3(16) fiduciaryYes - via third party
Participant Services
Call center hoursWeekdays: 8 a.m. - 8 p.m. ET
Online chat supportNo
Mobile appYes
Managed account optionsStadion
Retirement Income
Displays retirement income estimate on statementsYes
Offers in-plan guaranteed retirement income productsNo
Offers out-of-plan annuity bidding serviceNo
Recordkeeping PlatformProprietary system; Schwab Retirement Technologies (SRT)
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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.