2020
Recordkeeping Survey

Providers

American Trust Retirement

americantrustretirement.com
Assets ($MM) by Plan Type
Ranked #46$4,266
401(k)95%
403(b)1%
457 <1%
NQDC<1%
Other4%
Participants by Plan Size
Ranked #46107,970
<$10MM74%
$10MM – $50MM21%
>$50MM – $200MM5%
>$200MM0%
Plans by Count
Ranked #381,432
% Third-party administration
50%
Related Offerings
HSA integrationNo
Student Loan Repaymentvia 3rd party
Financial wellness options1
Service Offerings
New client restrictionsNone
Multiple service modelsNo
Offers corporate trustee servicesYes - either direct or via partnership
# of internal ERISA counsel1
Will act as §3(16) fiduciaryYes - either direct or using third party offerings
Participant Services
Call center hoursWeekdays: 8 a.m. - 7 p.m. ET
Online chat supportNo
Mobile app
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