2020
Recordkeeping Survey

Providers

RPG Consultants

https://www.rpgconsultants.com
Assets ($MM) by Plan Type
Ranked #53$1,321
401(k)93%
403(b)1%
457 2%
NQDC<1%
Other3%
Participants by Plan Size
Ranked #5327,667
<$10MM91%
$10MM – $50MM9%
>$50MM – $200MM0%
>$200MM0%
Plans by Count
Ranked #46886
% Third-party administration
100%*
Related Offerings
HSA integrationDirect
Student Loan RepaymentNone
Financial wellness options0
Service Offerings
New client restrictionsNone
Multiple service modelsNo
Offers corporate trustee servicesYes - via partnership/other strategy
# of internal ERISA counsel0
Will act as §3(16) fiduciaryYes - direct offering
Participant Services
Call center hoursWeekdays: 9 a.m. - 5:30 p.m. ET
Online chat supportYes
Mobile appNo
Managed account optionsProprietary offering
Retirement Income
Displays retirement income estimate on statements
Offers in-plan guaranteed retirement income productsNo
Offers out-of-plan annuity bidding serviceNo
Recordkeeping PlatformFIS Relius
Footnote:
*Data has been updated/revised since initial publication in PLANSPONSOR magazine.