2019 Recordkeeping Survey

Breaking down the DC industry by plan type.

Providers

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American Trust Retirement

www.americantrustretirement.com
PROFILE2018RANK
Assets ($MM)$4,009 49
Plans1,45238
Participants114,93446
Participants by Plan Size
<$5MM67,807
$5MM – $25MM40,071
>$25MM – $100MM6,287
>$100MM – $500MM769
>$500MM0
Plans by Channel
Direct sold 25%
Intermediary sold 75%
Assets ($MM) by Plan Type
401(k)$3,814
403(b)$40
457 $7
NQDC$0
All Other$148
Service Offerings
New client restrictionsNone
Multiple service modelsNo
Offers corporate trustee servicesYes - direct offering
# of internal ERISA counsel2
Will act as §3(16) fiduciaryYes - direct offering
Participant Services
Call center hoursWeekdays: 8 a.m. - 7 p.m. ET
Online chat supportNo
Mobile appPlanned for 2019
Managed account optionsProprietary offering
Retirement Income
Displays retirement income estimate on statementsYes
Offers in-plan guaranteed retirement income productsNo
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.