RESEARCH |
2016
PLANADVISER Recordkeeper Services Guide
Retirement plan advisers may often find themselves in the role of matchmaker: working with a defined contribution (DC) client to determine which investments and platforms or providers are the best fit. To be in a top position to guide the client, an adviser must keep abreast of the provider community, so as to stay current on what products and services are available to suit each client’s needs.
Reported by PLANADVISER
| Art by Harry Campbell
Industry Snapshot
Total Assets, Plans and Participants by Plan Size
| Total Assets, Plans and Participants by Plan Size~ | |||||||||||||||||||||||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ASSETS ($MM) | PLANS | PARTICIPANTS | |||||||||||||||||||||||||||||||||||||||
| <$1MM | $142,655 | 563,542 | 6,310,392 | ||||||||||||||||||||||||||||||||||||||
| $1MM – $5MM | $405,776 | 183,254 | 9,889,277 | ||||||||||||||||||||||||||||||||||||||
| >$5MM – $10MM | $255,313 | 45,447 | 5,594,416 | ||||||||||||||||||||||||||||||||||||||
| >$10MM – $25MM | $362,572 | 23,785 | 7,998,713 | ||||||||||||||||||||||||||||||||||||||
| >$25MM – $50MM | $308,994 | 9,037 | 6,257,341 | ||||||||||||||||||||||||||||||||||||||
| >$50MM – $100MM | $340,477 | 4,896 | 6,620,383 | ||||||||||||||||||||||||||||||||||||||
| >$100MM – $200MM | $409,421 | 2,934 | 7,327,892 | ||||||||||||||||||||||||||||||||||||||
| >$200MM – $1B | $1,219,351 | 2,961 | 18,357,803 | ||||||||||||||||||||||||||||||||||||||
| >$1B | $2,535,560 | 788 | 28,522,052 | ||||||||||||||||||||||||||||||||||||||
| Footnote: ~ Where necessary, industry data is extrapolated to account for gaps in reporting. | |||||||||||||||||||||||||||||||||||||||||