RESEARCH | May 18, 2020

2020
Defined Benefit Administration Survey

Reported by PLANSPONSOR | Art by Nadja Zinnecker

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.

OneAmerica

DB CLIENT OVERVIEW
Total DB admin clients¹	147
Full outsourcing	65%
DB and DC clients	16%

DB PLAN OVERVIEW
Total DB plans	147
Frozen plans	29%
Cash balance plans	1%
With <100 participants	69%
With >5,000 participants	0%

DB PARTICIPANT OVERVIEW
Total Participants	38,119
Private/Corporate²	85%
Public/Government	12%
Retired participants	20%
All interactions on web	25%

SPONSOR SERVICES OFFERED
Plan accounting / Master trust	I
Trust and custody services	I
Actuarial services	I
Investment management	I
Liability-driven investing	I
Investment consulting	I

PARTICIPANT ONLINE SERVICES
Online initiation	Yes
Online elections	Yes
E-form processing	No
Online inquiry status	No

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.

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