2019 Recordkeeping Survey

Breaking down the DC industry by plan type.


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Northwest Plan Services, Inc.

Assets ($MM)$30,973 27
Participants by Plan Size
$5MM – $25MM61,293
>$25MM – $100MM58,415
>$100MM – $500MM79,454
Plans by Channel
Direct sold 10%
Intermediary sold 90%
Assets ($MM) by Plan Type
457 $131
All Other$3,816
Service Offerings
New client restrictionsNone
Multiple service modelsNo
Offers corporate trustee servicesNot reported
# of internal ERISA counsel0
Will act as §3(16) fiduciaryYes - via third party
Participant Services
Call center hoursWeekdays: 8 a.m. - 8 p.m. ET
Online chat supportNo
Mobile appNo
Managed account optionsFinancial Engines; ProNvest; Russell ARA
Retirement Income
Displays retirement income estimate on statementsYes
Offers in-plan guaranteed retirement income productsNo
Offers out-of-plan annuity bidding serviceNo
Recordkeeping PlatformFIS Omni; FIS 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.