PLANADVISER - July/August 2017 - 32
2017 Recordkeeping Industry Snapshot
Total defined
contribution assets
$6,085,755
Total defined
contribution plans
831,928
Total Assets, Plans and Participants by Plan Type
Total defined
contribution participants
94,530,017
Top 5 providers
Assets
54.1%
Assets
l 401(k)
l 403(b)
l 457
l Profit-sharing
l Money purchase
l NQDC1
l ESOP2
/KSOP3
l All other
Assets ($mm)
$4,268,986
$877,971
$315,532
$96,256
$134,092
$98,690
$73,480
$220,748
1Nonqualified deferred compensation. 2
3Combines the features and benefits of an ESOP and a 401(k) plan.
Total Assets, Plans and Participants by Plan Size
Assets
l <$5mm
l $5mm - $50mm
l >$50mm - $200mm
l >$200mm - $1b
l >$1b
Assets ($mm)
$572,183
$978,456
$790,147
$1,286,839
$2,455,003
Plans
Plans
739,881
79,028
8,542
3,082
752
Participants
Assets
90.5%
Participants
16,045,505
19,809,005
14,286,550
18,450,542
25,527,204
Top 20 providers
Plans
59.6%
Plans
Plans
531,801
161,788
39,374
9,378
7,985
7,763
1,444
72,395
Employee stock ownership plan.
Participants
Participants
60,288,569
16,367,558
6,930,981
1,544,293
2,394,732
682,153
915,791
5,405,940
Participants
62.9%
Plans
18.0%
Share of Total Defined
Contribution Market
Participants
45.3%
Top 10 providers
Assets
72.0%
Plans
22.3%
Participants
85.9%
32 | planadviser.com july-august 2017
http://www.planadviser.com
PLANADVISER - July/August 2017
Table of Contents for the Digital Edition of PLANADVISER - July/August 2017
Reconsidering the Status Quo
2017 PLANADVISER Recordkeeper Services Guide
Reviewing Providers
Bringing It All Together
Default Thinking
The Best Path Forward
PLANADVISER - July/August 2017 - C1
PLANADVISER - July/August 2017 - FC1
PLANADVISER - July/August 2017 - FC2
PLANADVISER - July/August 2017 - C2
PLANADVISER - July/August 2017 - 1
PLANADVISER - July/August 2017 - 2
PLANADVISER - July/August 2017 - 3
PLANADVISER - July/August 2017 - 4
PLANADVISER - July/August 2017 - 5
PLANADVISER - July/August 2017 - 6
PLANADVISER - July/August 2017 - 7
PLANADVISER - July/August 2017 - 8
PLANADVISER - July/August 2017 - 9
PLANADVISER - July/August 2017 - 10
PLANADVISER - July/August 2017 - 11
PLANADVISER - July/August 2017 - 12
PLANADVISER - July/August 2017 - 13
PLANADVISER - July/August 2017 - 14
PLANADVISER - July/August 2017 - 15
PLANADVISER - July/August 2017 - 16
PLANADVISER - July/August 2017 - 17
PLANADVISER - July/August 2017 - 18
PLANADVISER - July/August 2017 - 19
PLANADVISER - July/August 2017 - 20
PLANADVISER - July/August 2017 - 21
PLANADVISER - July/August 2017 - 22
PLANADVISER - July/August 2017 - 23
PLANADVISER - July/August 2017 - Reconsidering the Status Quo
PLANADVISER - July/August 2017 - 25
PLANADVISER - July/August 2017 - 26
PLANADVISER - July/August 2017 - 27
PLANADVISER - July/August 2017 - 2017 PLANADVISER Recordkeeper Services Guide
PLANADVISER - July/August 2017 - 29
PLANADVISER - July/August 2017 - 30
PLANADVISER - July/August 2017 - 31
PLANADVISER - July/August 2017 - 32
PLANADVISER - July/August 2017 - 33
PLANADVISER - July/August 2017 - 34
PLANADVISER - July/August 2017 - 35
PLANADVISER - July/August 2017 - 36
PLANADVISER - July/August 2017 - 37
PLANADVISER - July/August 2017 - Reviewing Providers
PLANADVISER - July/August 2017 - 39
PLANADVISER - July/August 2017 - 40
PLANADVISER - July/August 2017 - 41
PLANADVISER - July/August 2017 - Bringing It All Together
PLANADVISER - July/August 2017 - 43
PLANADVISER - July/August 2017 - Default Thinking
PLANADVISER - July/August 2017 - 45
PLANADVISER - July/August 2017 - 46
PLANADVISER - July/August 2017 - 47
PLANADVISER - July/August 2017 - The Best Path Forward
PLANADVISER - July/August 2017 - 49
PLANADVISER - July/August 2017 - 50
PLANADVISER - July/August 2017 - 51
PLANADVISER - July/August 2017 - 52
PLANADVISER - July/August 2017 - C3
PLANADVISER - July/August 2017 - C4
https://www.planadviserdigital.com/planadviser/winter_2023
https://www.planadviserdigital.com/planadviser/fall_2023
https://www.planadviserdigital.com/planadviser/summer_2023
https://www.planadviserdigital.com/planadviser/industryleader_2023
https://www.planadviserdigital.com/planadviser/spring_2023
https://www.planadviserdigital.com/planadviser/november_december_2022
https://www.planadviserdigital.com/planadviser/september_october_2022
https://www.planadviserdigital.com/planadviser/july_august_2022
https://www.planadviserdigital.com/planadviser/may_june_2022
https://www.planadviserdigital.com/planadviser/industry_leader_awards_2022
https://www.planadviserdigital.com/planadviser/march_april_2022
https://www.planadviserdigital.com/planadviser/january_february_2022
https://www.planadviserdigital.com/planadviser/november_december_2021
https://www.planadviserdigital.com/planadviser/september_october_2021
https://www.planadviserdigital.com/planadviser/july_august_2021
https://www.planadviserdigital.com/planadviser/may_june_2021
https://www.planadviserdigital.com/planadviser/march_april_2021
https://www.planadviserdigital.com/planadviser/january_february_2021
https://www.planadviserdigital.com/planadviser/november_december_2020
https://www.planadviserdigital.com/planadviser/september_october_2020
https://www.planadviserdigital.com/planadviser/july_august_2020
https://www.planadviserdigital.com/planadviser/may_june_2020
https://www.planadviserdigital.com/planadviser/march_april_2020
https://www.planadviserdigital.com/planadviser/january_february_2020
https://www.planadviserdigital.com/planadviser/november_december_2019
https://www.planadviserdigital.com/planadviser/september_october_2019
https://www.planadviserdigital.com/planadviser/july_august_2019
https://www.planadviserdigital.com/planadviser/may_june_2019
https://www.planadviserdigital.com/planadviser/march_april_2019
https://www.planadviserdigital.com/planadviser/january_february_2019
https://www.planadviserdigital.com/planadviser/november_december_2018
https://www.planadviserdigital.com/planadviser/september_october_2018
https://www.planadviserdigital.com/planadviser/july_august_2018
https://www.planadviserdigital.com/planadviser/may_june_2018
https://www.planadviserdigital.com/planadviser/march_april_2018
https://www.planadviserdigital.com/planadviser/january_february_2018
https://www.planadviserdigital.com/planadviser/november_december_2017
https://www.planadviserdigital.com/planadviser/september_october_2017
https://www.planadviserdigital.com/planadviser/july_august_2017
https://www.nxtbookmedia.com