PLANADVISER - July/August 2017 - 35

% OF ASSETS BY CHANNEL
ADVISER
TYPES USED
FEE STRUCTURES
SUPPORT
SERVICES
FOR ADVISERS
Nationwide
$112,538 24% 2% 0% 74% 0% 3 3 3 3
Newport Group
Northwest Plan Services, Inc.
OneAmerica
Paychex, Inc.
Pentegra Retirement Services
PNC Retirement Solutions
Principal Financial Group
Professional Capital Services
Prudential Financial, Inc.
RPG Consultants
Securian Financial Group
The Standard
TIAA
Transamerica
T. Rowe Price
Ubiquity Retirement & Savings
Unified Trust Company
USI Consulting Group
VALIC
Vanguard
Voya Financial
Wells Fargo
$84,594 0% 0% 0% 100% 0%
3 3
3
3 3
3 3 3 3 3 3 3 3 3 3
$23,240 15% 0% 10% 75% 0% 3 3
3 3
$55,389 0% 25% 25% 50% 0% 3 3 3 3 3 3 3 3
$25,300 51% 5% 0% 44% 0% 3 3 3
$5,243 0% 0% 0% 0% 100% 3 3 3
$13,804 85% 0% 0% 15% 0% 3 3 3
$189,648 0% 31% 0% 54% 15% 3 3 3
$4,804 0% 13% 2% 85% 0% 3 3 3
3 3
3 3
3 3
3 3
3 3 3
3 3 3 3
3 3 3
3
3 3 3 3 3 3 3
3 3 3 3 3 3
$262,802 18% 0% 0% 82% 0% 3 3 3 3 3 3 3 3 3 3 3 3
$1,275 5% 10% 40% 45% 0% 3 3 3
3 3
3 3 3 3
$14,792 0% 20% 15% 65% 0% 3 3 3 3 3 3 3 3 3 3 3 3
$16,756 0% 10% 0% 90% 0%
3
3 3 3 3 3 3
$465,184 NR NR NR NR NR 3 3 3 3 3 3 3 3 3
3 3
3 3
$206,780 NR NR NR NR NR 3 3 3 3 3 3 3 3 3 3 3 3
$155,921 29% 35% 4% 32% 0% 3 3 3
$1,763 21% 0% 0% 14% 65% 3 3
$2,674 12% 0% 0% 88% 0% 3 3
$5,153 94% 0% 1% 5% 0% 3 3
3 3 3
3 3
3
3
3
3 3 3 3 3 3 3 3 3
$67,026 70% 2% 18% 10% 0% 3 3 3 3 3 3 3 3 3 3
$443,874 61% 0% 0% 39% 0%
3
3 3 3
3
$312,783 13% 2% 57% 28% 0% 3 3 3 3 3 3 3 3 3 3 3 3
$227,800 15% 27% 26% 27% 5% 3 3 3
3 3 3 3
3
3
planadviser.com july-august 2017 | 35
DC assets ($mm)
Direct
Third-party administrator
Traditional institutional consultant
Adviser/Broker
Other
Proprietary or affiliated broker/dealers
Nonaffiliated advisers
Designated firms
Upfront commission (front-end load)
Finder's fee
Ongoing trail/commission
RIA fees/Hard-dollar fees
ERISA account/budget
Access to ERISA counsel
Provider search resources/tools
DC plan benchmarking
DC plan lead generation

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
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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
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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
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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
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