2019 Recordkeeping Survey

Breaking down the DC industry by plan type.

Providers

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GuideStone Financial Resources

www.guidestone.org
PROFILE2018RANK
Assets ($MM)$11,196 36
Plans1,66136
Participants204,42241
Participants by Plan Size
<$5MM20,703
$5MM – $25MM24,110
>$25MM – $100MM28,819
>$100MM – $500MM15,511
>$500MM115,279
Plans by Channel
Direct sold Not reported
Intermediary sold Not reported
Assets ($MM) by Plan Type
401(k)$73
403(b)$11,015
457 $43
NQDC$65
All Other$0
Service Offerings
New client restrictionsNo company stock or Taft-Hartley; minimum asset size may apply; Southern Baptist Convension (SBC) affiliation or like minded ministerial organizations only
Multiple service modelsYes
Offers corporate trustee servicesNot reported
# of internal ERISA counsel0
Will act as §3(16) fiduciaryNo
Participant Services
Call center hoursWeekdays: 7 a.m. - 6 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 Omni; FIS 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.