RESEARCH |
2015
PLANADVISER Recordkeeper Services Guide
Reported by PLANADVISER
Industry Snapshot
Average Percentage of Recordkeeper Business by Service Channel
| Average Percentage of Recordkeeper Business by Service Channel | |||||||||||||||||||||||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| DIRECT | ADVISER | CONSULTANT | TPA | OTHER | |||||||||||||||||||||||||||||||||||||
| Plan-weighted | 22% | 10% | 2% | 55% | 11% | ||||||||||||||||||||||||||||||||||||
| Asset-weighted | 39% | 7% | 8% | 27% | 18% | ||||||||||||||||||||||||||||||||||||
| Footnote: *Some data have been updated to reflect corrections received after the survey’s initial publication in PLANSPONSOR magazine. |