2019 Recordkeeping Survey

Breaking down the DC industry by plan type.


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MetLife Resources

Assets ($MM)$24,576 31
Participants by Plan Size
$5MM – $25MM213,052
>$25MM – $100MM108,114
>$100MM – $500MM57,710
Plans by Channel
Direct sold 94%
Intermediary sold 6%
Assets ($MM) by Plan Type
457 $1,641
All Other$851
Service Offerings
New client restrictionsGovernment, Nonprofit, Education, and Healthcare industry clients only
Multiple service modelsNo
Offers corporate trustee servicesYes - via partnership/other strategy
# of internal ERISA counsel2
Will act as §3(16) fiduciaryNo
Participant Services
Call center hoursWeekdays: 8 a.m. - 10 p.m. ET
Saturday: 9 a.m. - 5:30 p.m. ET
Online chat supportNo
Mobile appNo
Managed account optionsAdvised Assets Group (AAG) Triple Solutions
Retirement Income
Displays retirement income estimate on statementsYes
Offers in-plan guaranteed retirement income productsNot reported
Offers out-of-plan annuity bidding serviceNo
Recordkeeping PlatformFasCore
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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.