2019 Recordkeeping Survey

Breaking down the DC industry by plan type.

Providers

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Insperity

www.insperity.com
PROFILE2018RANK
Assets ($MM)$4,234 48
Plans4,51726
Participants155,89344
Participants by Plan Size
<$5MM117,531
$5MM – $25MM26,929
>$25MM – $100MM5,162
>$100MM – $500MM6,271
>$500MM0
Plans by Channel
Direct sold 100%
Intermediary sold 0%
Assets ($MM) by Plan Type
401(k)$4,233
403(b)
457
NQDC$1
All Other$0
Service Offerings
New client restrictionsNo company stock
Multiple service modelsNo
Offers corporate trustee servicesYes - via partnership/other strategy
# of internal ERISA counsel4
Will act as §3(16) fiduciaryYes - direct offering
Participant Services
Call center hoursWeekdays: 8 a.m. - 8 p.m. ET
Online chat supportYes
Mobile appYes
Managed account optionsProNvest
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
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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.