2017
DB Administration Survey

Like our Recordkeeping Survey on the defined contribution side of the market, the DB Administration Survey showcases providers in the DB market—who the major players are, who they serve, what services they provide. Also included is information on overall market sizing.

Introduction

Like our Recordkeeping Survey on the defined contribution side of the market, the DB Administration Survey showcases providers in the DB market—who the major players are, who they serve, what services they provide. Also included is information on overall market sizing.
DB CLIENT OVERVIEW
Total DB admin clients189
% Full outsourcing61%
% DB and DC clients1%
DB PLAN OVERVIEW
Total DB plans321
% Frozen plans236%
% Cash balance plans6%
% PLANS, BY NUMBER OF PARTICIPANTS
<100 Participants95
100 – 1,000 Participants147
1,001 – 10,000 Participants76
>10,000 Participants3
DB PARTICIPANT OVERVIEW
Total DB Participants426,221
% Private/Corporate388%
% Public/Government10%
% Retired participants44%
% All interactions on web30%
SPONSOR SERVICES OFFERED
Plan accounting / Master trustI
Trust and custody services
Actuarial servicesI E
Investment managementI E
Liability-driven investingE
Investment consultingI E
PARTICIPANT ONLINE SERVICES
Online initiation
Online elections
E-form processing
Online inquiry status
Online calculations
Saved DB calcs online
I = Internal; E = External; P = Partnership; NR = Not Reported in time for publication
Footnote:
1 - Includes both full outsourcing and partial outsourcing/co-sourcing arrangements; excludes investment-only, actuary-only and plan consulting-only clients.
2 - Includes partially frozen, soft-frozen and hard-frozen defined benefit plans.
3 - Includes both single-employer and multi-employer/Taft-Hartley plans.