SURVEY | June 25, 2017 2017 Recordkeeping Survey The State of Recordkeeping: Providers face constant pressure to evolve—and survive. Reported by PLANSPONSOR | Art by Bill Mayer Industry Snapshot Navigation IntroductionState of the IndustryIndustry SnapshotTop RecordkeepersTotal Defined Contribution Assets ($MM)Total Defined Contribution PlansTotal Defined Contribution ParticipantsDefined Contribution Asset Growth (2015-2016)Total Defined Contribution Plans Added in 2016401(k) Assets per Participant (actual $)Total Plans With <$10MM in AssetsTotal Plans With $10MM - $100MM in AssetsTotal Plans with >$100MM in AssetsProvidersADP Retirement ServicesAlliance Benefit GroupAmerican FundsAmerican Trust RetirementAmeritas Retirement PlansAscensusAspire Financial ServicesAXABank of America Merrill LynchBB&T Retirement and Institutional ServicesBOK FinancialBPASCharles SchwabConduent LLCCorrell Co.CUNA Mutual Retirement SolutionsEmployee FiduciaryEmpower RetirementEPIC Advisors, Inc. Fidelity InvestmentsGuideStone Financial ResourcesICMA-RCInsperity Retirement ServicesJohn Hancock Retirement Plan ServicesJuly Business ServicesKidder Benefits Consultants, Inc.Lincoln Financial GroupMassMutualMetLife ResourcesMilliman, Inc.Mutual of AmericaNationwideNewport GroupNorthwest Plan Services, Inc.OneAmericaPaychex, Inc. Pentegra Retirement ServicesPNC Retirement SolutionsPrincipal Financial GroupProfessional Capital ServicesPrudential Financial, Inc.RPG ConsultantsSecurian Financial GroupThe StandardTCG AdministratorsTIAATransamericaT. Rowe PriceUbiquity Retirement & SavingsUnified Trust CompanyUSI Consulting GroupVALICVanguardVoya FinancialWells FargoMethodology 2024 2023 2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011 2010 2009 PURCHASE REPRINTWANT MORE INFO? Industry Snapshot Looking for a PDF copy? Visit our Store! visit