RESEARCH |

2020
Defined Benefit Administration Survey

Reported by PLANSPONSOR | Art by Nadja Zinnecker
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Introduction

Like our Recordkeeping Survey on the defined contribution side of the market, the DB Administration Survey showcases providers in the DB market—who the major players are, who they serve, what services they provide. Also included is information on overall market sizing.

Morneau Shepell Limited

DB CLIENT OVERVIEW
Total DB admin clients1219
Full outsourcing71%
DB and DC clients0%
DB PLAN OVERVIEW
Total DB plans672
Frozen plans31%
Cash balance plans13%
With <100 participants27%
With >5,000 participants15%
DB PARTICIPANT OVERVIEW
Total Participants2,603,659
Private/Corporate272%
Public/Government27%
Retired participants36%
All interactions on webNR
SPONSOR SERVICES OFFERED
Plan accounting / Master trustE
Trust and custody servicesE
Actuarial servicesE
Investment managementE
Liability-driven investingE
Investment consultingE
PARTICIPANT ONLINE SERVICES
Online initiationYes
Online electionsYes
E-form processingYes
Online inquiry statusYes
I = Internal; E = External; P = Partnership; = Supports service as of publication date; NR = Not Reported in time for publication
Footnote:
1Includes both full outsourcing and partial outsourcing/co-sourcing arrangements; excludes investment-only, actuary-only and plan-consulting-only clients.
2 Includes both single-employer and multi-employer/Taft-Hartley plans.