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 clients1171
% Full outsourcing96%
% DB and DC clients94%
DB PLAN OVERVIEW
Total DB plans807
% Frozen plans2NR
% Cash balance plans21%
% PLANS, BY NUMBER OF PARTICIPANTS
<100 Participants269
100 – 1,000 Participants238
1,001 – 10,000 Participants210
>10,000 Participants90
DB PARTICIPANT OVERVIEW
Total DB Participants4,163,608
% Private/Corporate397%4
% Public/Government0%4
% Retired participants38%4
% All interactions on webNR
SPONSOR SERVICES OFFERED
Plan accounting / Master trustI
Trust and custody servicesI
Actuarial servicesI
Investment managementI
Liability-driven investingI
Investment consultingI
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.
4 - Total excludes nonqualified defined benefit plans/participants serviced by the provider.