2020
Recordkeeping Survey

Providers

Pentegra Retirement Services

www.pentegra.com
Assets ($MM) by Plan Type
Ranked #43$6,425
401(k)74%
403(b)6%
457 <1%
NQDC2%
Other17%
Participants by Plan Size
Ranked #4793,963
<$10MM48%
$10MM – $50MM33%
>$50MM – $200MM16%
>$200MM3%
Plans by Count
Ranked #401,274
% Third-party administration
<1%
Related Offerings
HSA integrationNo
Student Loan RepaymentNot Reported
Financial wellness options1
Service Offerings
New client restrictionsNo Taft Hartley plans
Multiple service modelsNo
Offers corporate trustee servicesNone
# of internal ERISA counsel2
Will act as §3(16) fiduciaryYes - direct offering
Participant Services
Call center hoursWeekdays: 9 a.m. - 8 p.m. ET
Online chat supportNo
Mobile app
Managed account optionsNone
Retirement Income
Displays retirement income estimate on statementsNo
Offers in-plan guaranteed retirement income productsNo
Offers out-of-plan annuity bidding serviceYes
Recordkeeping PlatformSchwab Retirement Technologies (SRT)