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2022 PLANSPONSOR Recordkeeping Survey Report

2022 PLANSPONSOR Recordkeeping Survey Report


Reprinted from PLANSPONSOR June– July 2022 and PLANSPONSOR August–September 2022, the 2022 PLANSPONSOR Recordkeeping Survey Report is now available in PDF.

The annual PLANSPONSOR Recordkeeping Survey was conducted June 2022 via an online questionnaire. Recordkeepers of defined contribution plans participated in the survey and
provided the information outlined on the subsequent pages. According to internal analysis based on the “2022 Investment Company [Institute] Fact Book,” this year’s results represent
over $10 trillion in DC assets, which are estimated to account for about 83% of the overall DC market. The featured charts and profiles are aggregated and ranked by reported total assets, plans and participants. Specifically, the profiles offer a look into a breakdown of sponsor service offerings, participant services and related offerings. All data from this survey are reported as of December 31, 2021.

The 38-page PDF includes 33 pages of reporting and data from the 2022 survey along with five pages of related editorial content.

To purchase a Microsoft Excel spreadsheet of responses from all providers and for bulk copy information and pricing, or for other questions, please contact:

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