2020
Recordkeeping Survey

Providers

Employee Fiduciary, LLC

https://www.employeefiduciary.com/
Assets ($MM) by Plan Type
Ranked #47$3,993
401(k)97%
403(b)2%
457 <1%
NQDC<1%
Other1%
Participants by Plan Size
Ranked #4889,662
<$10MM96%
$10MM – $50MM4%
>$50MM – $200MM0%
>$200MM0%
Plans by Count
Ranked #294,066
% Third-party administration
Not Reported
Related Offerings
HSA integrationNo
Student Loan RepaymentNone
Financial wellness options0
Service Offerings
New client restrictionsNo company stock.
Multiple service modelsNo
Offers corporate trustee servicesYes - via partnership/other strategy
# of internal ERISA counsel0
Will act as §3(16) fiduciaryYes - via third party
Participant Services
Call center hoursWeekdays: 9 a.m. - 6 p.m. ET
Online chat supportNo
Mobile appNot Reported
Managed account optionsNone
Retirement Income
Displays retirement income estimate on statementsNo
Offers in-plan guaranteed retirement income productsNo
Offers out-of-plan annuity bidding serviceNo
Recordkeeping PlatformFIS Relius