2019 Recordkeeping Survey

Breaking down the DC industry by plan type.

Providers

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Ameritas

www.ameritas.com
PROFILE2018RANK
Assets ($MM)$9,858 39
Plans5,96224
Participants182,02042
Participants by Plan Size
<$5MM104,076
$5MM – $25MM29,984
>$25MM – $100MM2,876
>$100MM – $500MM45,084
>$500MM0
Plans by Channel
Direct sold 10%
Intermediary sold 90%
Assets ($MM) by Plan Type
401(k)$8,998
403(b)$18
457 $48
NQDC$0
All Other$794
Service Offerings
New client restrictionsNo company stock
Multiple service modelsYes
Offers corporate trustee servicesYes - via partnership/other strategy
# of internal ERISA counsel0
Will act as §3(16) fiduciaryYes - via third party
Participant Services
Call center hoursWeekdays: 7 a.m. - 6 p.m. ET
Online chat supportNo
Mobile appNo
Managed account optionsStadion
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
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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.