2019 Recordkeeping Survey

Breaking down the DC industry by plan type.

Providers

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OneAmerica

www.oneamerica.com
PROFILE2018RANK
Assets ($MM)$51,875 24
Plans11,04920
Participants1,123,27525
Participants by Plan Size
<$5MM246,515
$5MM – $25MM311,348
>$25MM – $100MM295,867
>$100MM – $500MM157,206
>$500MM112,339
Plans by Channel
Direct sold 0%
Intermediary sold 100%
Assets ($MM) by Plan Type
401(k)$23,938
403(b)$6,562
457 $2,834
NQDC$659
All Other$17,882
Service Offerings
New client restrictionsNone
Multiple service modelsYes
Offers corporate trustee servicesYes - via partnership/other strategy
# of internal ERISA counsel9
Will act as §3(16) fiduciaryNo
Participant Services
Call center hoursWeekdays: 7 a.m. - 11 p.m. ET
Saturday: 8 a.m. - 2 p.m. ET
Online chat supportNo
Mobile appNo
Managed account optionsProNvest; R.T Jones/Artesys
Retirement Income
Displays retirement income estimate on statementsNo
Offers in-plan guaranteed retirement income productsYes
Offers out-of-plan annuity bidding serviceYes
Recordkeeping PlatformFIS Omni
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.