2019 Recordkeeping Survey

Breaking down the DC industry by plan type.

Providers

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July Business Services

www.julyservices.com
PROFILE2018RANK
Assets ($MM)$1,613 54
Plans1,45737
Participants31,68955
Participants by Plan Size
<$5MM24,651
$5MM – $25MM6,051
>$25MM – $100MM987
>$100MM – $500MM0
>$500MM0
Plans by Channel
Direct sold 0%
Intermediary sold 100%
Assets ($MM) by Plan Type
401(k)$1,463
403(b)$106
457 $11
NQDC$0
All Other$33
Service Offerings
New client restrictions403(b) plans only if all assets are on the same platform; no Taft-Hartley plans
Multiple service modelsNo
Offers corporate trustee servicesNo
# of internal ERISA counsel0
Will act as §3(16) fiduciaryYes - direct offering
Participant Services
Call center hoursWeekdays: 9:15 a.m. - 6:15 p.m. ET
Online chat supportYes
Mobile appYes
Managed account optionsStadion
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
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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.