2019 Recordkeeping Survey

Breaking down the DC industry by plan type.


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Mutual of America

Assets ($MM)$10,923 38
Participants by Plan Size
$5MM – $25MM148,083
>$25MM – $100MM21,668
>$100MM – $500MM1,866
Plans by Channel
Direct sold 100%
Intermediary sold 0%
Assets ($MM) by Plan Type
457 $155
All Other$772
Service Offerings
New client restrictionsNo company stock
Multiple service modelsNo
Offers corporate trustee servicesNo
# of internal ERISA counsel3
Will act as §3(16) fiduciaryNo
Participant Services
Call center hoursWeekdays: 8 a.m. - 9 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 productsYes
Offers out-of-plan annuity bidding serviceNo
Recordkeeping PlatformProprietary system
1 7 8 9

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.