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.

Findley, Inc.

DB CLIENT OVERVIEW
Total DB admin clients1194
Full outsourcing79%
DB and DC clients0%
DB PLAN OVERVIEW
Total DB plans213
Frozen plans40%
Cash balance plans9%
With <100 participants8%
With >5,000 participants10%
DB PARTICIPANT OVERVIEW
Total Participants452,740
Private/Corporate251%
Public/Government3%
Retired participantsNR
All interactions on webNR
SPONSOR SERVICES OFFERED
Plan accounting / Master trust
Trust and custody services
Actuarial servicesI
Investment management
Liability-driven investing
Investment consulting
PARTICIPANT ONLINE SERVICES
Online initiationYes
Online electionsYes
E-form processingYes
Online inquiry statusNo
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.