2019 Recordkeeping Survey

Breaking down the DC industry by plan type.


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J.P. Morgan Asset Management

Assets ($MM)$5,771 44
Participants by Plan Size
$5MM – $25MM45,058
>$25MM – $100MM39,136
>$100MM – $500MM2,698
Plans by Channel
Direct sold 0%
Intermediary sold 100%
Assets ($MM) by Plan Type
457 $0
All Other$216
Service Offerings
New client restrictionsQualified 401(k) plans and non-qualified 401(k) plans (in certain states); Minimum $1.5 million in plan assets for bundled solution, $0.5 million in plan assets for TPA solution
Multiple service modelsYes
Offers corporate trustee servicesYes - via partnership/other strategy
# of internal ERISA counsel4
Will act as §3(16) fiduciaryNo
Participant Services
Call center hoursWeekdays: 8 a.m. - 10 p.m. ET
Saturday: 9 a.m. to 5:30 p.m.
Online chat supportNo
Mobile appNo
Managed account optionsMorningstar/Ibbotson
Retirement Income
Displays retirement income estimate on statementsNo
Offers in-plan guaranteed retirement income productsNo
Offers out-of-plan annuity bidding serviceNo
Recordkeeping PlatformEmpower Institutional
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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.