2020
Recordkeeping Survey

Providers

Unified Trust Company, N.A.

https://www.unifiedtrust.com/
Assets ($MM) by Plan Type
Ranked #48$3,426
401(k)94%
403(b)4%
457 1%
NQDC0%
Other1%
Participants by Plan Size
Ranked #5155,369
<$10MM42%
$10MM – $50MM27%
>$50MM – $200MM31%
>$200MM0%
Plans by Count
Ranked #51606
% Third-party administration
39%
Related Offerings
HSA integrationNot Reported
Student Loan RepaymentNone
Financial wellness options0
Service Offerings
New client restrictionsNone
Multiple service modelsNo
Offers corporate trustee servicesYes - direct offering
# of internal ERISA counsel0
Will act as §3(16) fiduciaryNo
Participant Services
Call center hoursWeekdays: 9 a.m. - 8 p.m. ET
Online chat supportNo
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