2019 Recordkeeping Survey

Breaking down the DC industry by plan type.

Providers

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Unified Trust Company , N.A.

www.unifiedtrust.com
PROFILE2018RANK
Assets ($MM)$3,233 50
Plans62052
Participants54,01853
Participants by Plan Size
<$5MM16,009
$5MM – $25MM18,281
>$25MM – $100MM19,728
>$100MM – $500MM0
>$500MM0
Plans by Channel
Direct sold 17%
Intermediary sold 83%
Assets ($MM) by Plan Type
401(k)$3,050
403(b)$120
457 $28
NQDC$0
All Other$35
Service Offerings
New client restrictionsNone
Multiple service modelsNo
Offers corporate trustee servicesYes - direct offering
# of internal ERISA counsel1
Will act as §3(16) fiduciaryNo
Participant Services
Call center hoursWeekdays: 9 a.m. - 5 p.m. ET
Online chat supportNo
Mobile appNo
Managed account optionsProprietary offering
Retirement Income
Displays retirement income estimate on statementsYes
Offers in-plan guaranteed retirement income productsYes
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.