2020
Recordkeeping Survey

Providers

EPIC Retirement Plan Services

www.epicrps.com
Assets ($MM) by Plan Type
Ranked #35$13,135
401(k)93%
403(b)2%
457 <1%
NQDC<1%
Other5%
Participants by Plan Size
Ranked #43169,101
<$10MM57%
$10MM – $50MM27%
>$50MM – $200MM15%
>$200MM1%
Plans by Count
Ranked #323,028
% Third-party administration
12%
Related Offerings
HSA integrationDirect
Student Loan Repaymentvia 3rd party
Financial wellness options1
Service Offerings
New client restrictionsNo multi-vendor 403(b) plans.
Multiple service modelsNo
Offers corporate trustee servicesYes - via partnership/other strategy
# of internal ERISA counsel1
Will act as §3(16) fiduciaryYes - via third party
Participant Services
Call center hoursWeekdays: 8 a.m. - 8 p.m. ET
Online chat supportNo
Mobile app
Managed account optionsProNvest; Stadion
Retirement Income
Displays retirement income estimate on statements
Offers in-plan guaranteed retirement income productsNo
Offers out-of-plan annuity bidding serviceNo
Recordkeeping PlatformSchwab Retirement Technologies (SRT); Proprietary recordkeeping system