2020
Recordkeeping Survey

Providers

July Business Services

www.julyservices.com
Assets ($MM) by Plan Type
Ranked #49$2,876
401(k)94%
403(b)4%
457 1%
NQDC0%
Other1%
Participants by Plan Size
Ranked #5245,184
<$10MM84%
$10MM – $50MM13%
>$50MM – $200MM3%
>$200MM0%
Plans by Count
Ranked #352,200
% Third-party administration
Not Reported
Related Offerings
HSA integrationNo
Student Loan RepaymentNot Reported
Financial wellness options0
Service Offerings
New client restrictions403(b) plans only if all assets are on the same platform. No Taft-Hartley plans.
Multiple service modelsNo
Offers corporate trustee servicesNone
# of internal ERISA counsel0
Will act as §3(16) fiduciaryYes - direct offering
Participant Services
Call center hoursWeekdays: 8 a.m. - 6:30 p.m. ET
Online chat supportYes
Mobile app
Managed account optionsStadion
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