2020
Recordkeeping Survey

Providers

Correll Co.

www.correllco.com
Assets ($MM) by Plan Type
Ranked #50$2,511
401(k)92%
403(b)2%
457 <1%
NQDC1%
Other5%
Participants by Plan Size
Ranked #4981,880
<$10MM44%
$10MM – $50MM37%
>$50MM – $200MM19%
>$200MM0%
Plans by Count
Ranked #45890
% Third-party administration
<1%
Related Offerings
HSA integrationNo
Student Loan Repaymentvia 3rd party
Financial wellness options0
Service Offerings
New client restrictionsNone
Multiple service modelsNo
Offers corporate trustee servicesNone
# of internal ERISA counsel1
Will act as §3(16) fiduciaryNo
Participant Services
Call center hoursWeekdays: 10 a.m - 5:30 p.m. ET
Online chat supportNo
Mobile app
Managed account optionsNone
Retirement Income
Displays retirement income estimate on statements
Offers in-plan guaranteed retirement income productsNo
Offers out-of-plan annuity bidding serviceNo
Recordkeeping PlatformFIS Relius