2020
Recordkeeping Survey

Providers

Insperity

www.insperity.com
Assets ($MM) by Plan Type
Ranked #44$5,651
401(k)>99%
403(b)0%
457 0%
NQDC<1%
Other<1%
Participants by Plan Size
Ranked #41176,416
<$10MM83%
$10MM – $50MM14%
>$50MM – $200MM<1%
>$200MM3%
Plans by Count
Ranked #285,023
% Third-party administration
Not Reported
Related Offerings
HSA integrationDirect
Student Loan RepaymentNot Reported
Financial wellness options0
Service Offerings
New client restrictionsNo stock
Multiple service modelsNo
Offers corporate trustee servicesYes - via partnership/other strategy
# of internal ERISA counsel4
Will act as §3(16) fiduciaryYes - direct offering
Participant Services
Call center hoursWeekdays: 8 a.m. - 8 p.m. ET
Online chat supportYes
Mobile app
Managed account optionsProNvest
Retirement Income
Displays retirement income estimate on statementsNo
Offers in-plan guaranteed retirement income productsNo
Offers out-of-plan annuity bidding serviceNo
Recordkeeping PlatformFIS Omni