Providers
Fidelity Investments
DB CLIENT OVERVIEW | |
---|---|
Total DB admin clients1 | 201 |
Full outsourcing | 96% |
DB and DC clients | 96% |
DB PLAN OVERVIEW | |
---|---|
Total DB plans | 837 |
Frozen plans | NR |
Cash balance plans | 22% |
With <100 participants | 33% |
With >5,000 participants | 16% |
DB PARTICIPANT OVERVIEW | |
---|---|
Total Participants | 4,324,994 |
Private/Corporate2 | 98% |
Public/Government | 0% |
Retired participants | 36% |
All interactions on web | NR |
SPONSOR SERVICES OFFERED | |
---|---|
Plan accounting / Master trust | I |
Trust and custody services | I |
Actuarial services | I |
Investment management | I |
Liability-driven investing | I |
Investment consulting | I |
PARTICIPANT ONLINE SERVICES | |
---|---|
Online initiation | Yes |
Online elections | Yes |
E-form processing | Yes |
Online inquiry status | Yes |
I = Internal; E = External; P = Partnership; = Supports service as of publication date; NR = Not Reported in time for publication |
Footnote: |
1Includes both full outsourcing and partial outsourcing/co-sourcing arrangements; excludes investment-only, actuary-only and plan-consulting-only clients. 2 Includes both single-employer and multi-employer/Taft-Hartley plans. |