2020
Recordkeeping Survey

Providers

OneAmerica

www.oneamerica.com
Assets ($MM) by Plan Type
Ranked #23$57,524
401(k)48%
403(b)13%
457 6%
NQDC1%
Other32%
Participants by Plan Size
Ranked #231,110,720
<$10MM31%
$10MM – $50MM27%
>$50MM – $200MM28%
>$200MM14%
Plans by Count
Ranked #2012,592
% Third-party administration
14%
Related Offerings
HSA integrationNo
Student Loan Repaymentvia 3rd party
Financial wellness options2 – 4
Service Offerings
New client restrictionsNone
Multiple service modelsYes
Offers corporate trustee servicesYes - via partnership/other strategy
# of internal ERISA counsel2
Will act as §3(16) fiduciaryNo
Participant Services
Call center hoursWeekdays: 8 a.m. - 10 p.m. ET
Online chat supportNo
Mobile appNo
Managed account optionsProNvest; Proprietary offering
Retirement Income
Displays retirement income estimate on statementsNo
Offers in-plan guaranteed retirement income productsYes
Offers out-of-plan annuity bidding serviceYes
Recordkeeping PlatformFIS Omni