2020
Defined Benefit Administration Survey

Providers

October Three Consulting

DB CLIENT OVERVIEW
Total DB admin clients1124
Full outsourcing44%
DB and DC clients0%
DB PLAN OVERVIEW
Total DB plans169
Frozen plans15%
Cash balance plans80%
With <100 participants21%
With >5,000 participants4%
DB PARTICIPANT OVERVIEW
Total Participants256,609
Private/Corporate299%
Public/Government0%
Retired participants0%
All interactions on web0%
SPONSOR SERVICES OFFERED
Plan accounting / Master trustE
Trust and custody servicesE
Actuarial servicesI
Investment managementE
Liability-driven investingE
Investment consultingE
PARTICIPANT ONLINE SERVICES
Online initiation
Online elections
E-form processing
Online inquiry status
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.