RESEARCH |
2021
PLANADVISER Small-Plan Services Survey
Reported by PLANADVISER
| Art by Katherine Streeter
Provider Rankings
- -- Provider Rankings Overview --
- Small Plan Providers, by Total 401(k) Plan Assets
- Small Plan Providers, by Total 457 Plan Assets
- Small Plan Providers, by Total 403(b) Plan Assets
| Small Plan Providers, by Total 401(k) Plan Assets | ||
|---|---|---|
| 1 | Empower Retirement | $69,360 |
| 2 | John Hancock | $54,353 |
| 3 | American Funds | $52,430 |
| 4 | Ascensus | $37,450 |
| 5 | ADP Retirement Services | $34,763 |
| 6 | Paychex, Inc. | $33,708 |
| 7 | Principal Financial Group | $32,702 |
| 8 | Voya Financial | $26,927 |
| 9 | Fidelity Investments | $20,290 |
| 10 | Transamerica Retirement Solutions LLC | $18,615 |
| 11 | Nationwide | $18,131 |
| 12 | Newport | $15,099 |
| 13 | PCS Retirement | $8,409 |
| 14 | Lincoln Financial Group | $7,821 |
| 15 | Equitable Financial Life Insurance Company | $5,365 |
| Small Plan Providers, by Total 457 Plan Assets | ||
|---|---|---|
| 1 | Nationwide | $4,940 |
| 2 | MissionSquare Retirement (formerly ICMA-RC) | $3,746 |
| 3 | Voya Financial | $3,351 |
| 4 | Empower Retirement | $1,766 |
| 5 | AIG Retirement Services | $1,307 |
| 6 | Equitable Financial Life Insurance Company | $1,290 |
| 7 | OneAmerica | $476 |
| 8 | Lincoln Financial Group | $457 |
| 9 | Principal Financial Group | $195 |
| 10 | Fidelity Investments | $177 |
| 11 | Newport | $166 |
| 12 | Transamerica Retirement Solutions LLC | $51 |
| 13 | Cuna Mutual Group | $50 |
| 14 | T. Rowe Price | $31 |
| 15 | TIAA | $14 |
| Small Plan Providers, by Total 403(b) Plan Assets | ||
|---|---|---|
| 1 | TIAA | $14,960 |
| 2 | AIG Retirement Services | $9,890 |
| 3 | Voya Financial | $9,721 |
| 4 | Equitable Financial Life Insurance Company | $8,369 |
| 5 | Newport | $7,204 |
| 6 | Fidelity Investments | $5,755 |
| 7 | Lincoln Financial Group | $5,533 |
| 8 | Mutual of America | $3,920 |
| 9 | Invesco | $3,871 |
| 10 | Empower Retirement | $3,472 |
| 11 | Nationwide | $2,795 |
| 12 | Principal Financial Group | $1,811 |
| 13 | OneAmerica | $1,808 |
| 14 | Cuna Mutual Group | $367 |
| 15 | Transamerica Retirement Solutions LLC | $245 |