2020
Defined Benefit Administration Survey

Providers

Correll Co.

DB CLIENT OVERVIEW
Total DB admin clients139
Full outsourcing97%
DB and DC clients41%
DB PLAN OVERVIEW
Total DB plans40
Frozen plans23%
Cash balance plans33%
With <100 participants78%
With >5,000 participants0%
DB PARTICIPANT OVERVIEW
Total Participants4,900
Private/Corporate280%
Public/Government0%
Retired participants18%
All interactions on web0%
SPONSOR SERVICES OFFERED
Plan accounting / Master trust
Trust and custody servicesP
Actuarial servicesP
Investment managementP
Liability-driven investing
Investment consulting
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.