Retirement plan service providers
Organisations named on the Schedule C of 25 or more plans with 100+ participants for plan year 2024. The role is the service group most often reported for the provider. Individuals are excluded.
| Provider | Most reported for | Plans | States | Compensation reported | Median per participant |
|---|---|---|---|---|---|
| Fidelity Investments Institutional | Recordkeeping and administration | 11,499 | 52 | $955M | $46.39 |
| Empower Annuity Insurance Company O | Recordkeeping and administration | 8,390 | 52 | $558M | $76.60 |
| Principal Life Insurance Company | Recordkeeping and administration | 6,343 | 52 | $626M | $133 |
| Empower Advisory Group, LLC | Investment advisory and management | 4,505 | 52 | $148M | $15.16 |
| ADP, Inc. | Recordkeeping and administration | 3,939 | 52 | $112M | $44.45 |
| Strategic Advisors, Inc. | Investment advisory and management | 3,572 | 52 | $288M | $20.77 |
| The Vanguard Group, Inc. | Recordkeeping and administration | 2,821 | 51 | $216M | $55.50 |
| John Hancock Life Insurance Company | Recordkeeping and administration | 2,819 | 51 | $116M | $19.67 |
| Merrill Lynch Pierce Fenner & Smith | Investment advisory and management | 2,182 | 52 | $187M | $75.84 |
| ADP Broker-Dealer | Other services | 2,057 | 50 | $131K | $25.90 |
| Global Retirement Partners LLC | Investment advisory and management | 1,920 | 47 | $65.6M | $67.77 |
| Charles Schwab & Co., Inc. | Insurance and brokerage | 1,704 | 52 | $7.7M | $0.59 |
| Voya Retirement Insurance & Annuity | Recordkeeping and administration | 1,670 | 51 | $74.4M | $30.46 |
| Wilshire Advisors LLC | Investment advisory and management | 1,664 | 50 | $5.2M | $7.76 |
| TIAA | Recordkeeping and administration | 1,644 | 52 | $99.4M | $44.26 |
| Transamerica Retirement Solutions | Recordkeeping and administration | 1,622 | 51 | $164M | $84.32 |
| Capfinancial Partners LLC | Investment advisory and management | 1,394 | 45 | $81.4M | $41.60 |
| Morningstar Investment Management L | Investment advisory and management | 1,299 | 48 | $962K | $7.93 |
| Stancorp Financial Group | Recordkeeping and administration | 1,249 | 50 | $85.4M | $128 |
| LPL Financial | Investment advisory and management | 1,148 | 50 | $38.5M | $75.42 |
| Ascensus LLC | Recordkeeping and administration | 1,139 | 52 | $35.6M | $56.09 |
| UBS Financial Services Inc. | Investment advisory and management | 1,078 | 52 | $54.5M | $83.17 |
| OneDigital Investment Advisors LLC | Investment advisory and management | 1,046 | 45 | $39.9M | $66.02 |
| T Rowe Price RPS Inc. | Recordkeeping and administration | 877 | 48 | $93.1M | $57.33 |
| Newport Group, Inc. | Recordkeeping and administration | 850 | 50 | $35.4M | $72.23 |
| Schwab Retirement Plan Services,inc | Recordkeeping and administration | 847 | 46 | $101M | $73.64 |
| Morgan Stanley Smith Barney LLC | Investment advisory and management | 846 | 48 | $54.0M | $75.27 |
| Morgan Stanley | Investment advisory and management | 845 | 48 | $55.2M | $91.47 |
| Capital Group Retirement Plan Svcs. | Recordkeeping and administration | 823 | 51 | $11.6M | $15.70 |
| Mutual of America Investment Corp. | Recordkeeping and administration | 809 | 49 | $3.7M | $9.67 |
| Mma Securities LLC | Investment advisory and management | 761 | 45 | $27.2M | $61.25 |
| Willis Towers Watson US LLC | Actuarial | 737 | 46 | $302M | $73.15 |
| Charles Schwab Trust Bank | Trustee and custodial | 704 | 48 | $10.7M | $18.51 |
| Creative Planning LLC | Investment advisory and management | 699 | 45 | $28.6M | $54.02 |
| Kestra Investment Services LLC | Investment advisory and management | 698 | 44 | $22.9M | $66.17 |
| NFP Retirement Inc. | Investment advisory and management | 688 | 45 | $28.0M | $61.41 |
| Gallagher Fiduciary Advisors, LLC | Investment advisory and management | 679 | 46 | $26.8M | $49.13 |
| Lincoln National Corporation | Recordkeeping and administration | 677 | 49 | $53.0M | $64.90 |
| SageView Advisory Group, LLC | Investment advisory and management | 653 | 39 | $32.9M | $40.40 |
| National Financial Services | Insurance and brokerage | 653 | 47 | $1.9M | $19.84 |
| Nationwide | Recordkeeping and administration | 623 | 48 | $18.9M | $52.20 |
| Matrix Trust Company | Trustee and custodial | 605 | 48 | $11.8M | $23.62 |
| American United Life Insurance Co. | Recordkeeping and administration | 601 | 44 | $27.3M | $106 |
| Milliman, Inc. | Recordkeeping and administration | 597 | 49 | $87.9M | $73.32 |
| Futureplan by Ascensus | Recordkeeping and administration | 579 | 46 | $9.5M | $27.90 |
| Paychex, Inc. | Recordkeeping and administration | 563 | 46 | $22.5M | $57.87 |
| World Investment Advisors LLC | Investment advisory and management | 559 | 38 | $19.7M | $72.66 |
| Edward Jones | Investment advisory and management | 554 | 48 | $15.7M | $82.27 |
| Empower Annuity Insurance Company | Recordkeeping and administration | 545 | 44 | $84.3M | $64.04 |
| Osaic Wealth Inc. | Investment advisory and management | 531 | 46 | $16.4M | $65.76 |
| Wells Fargo Advisors LLC | Investment advisory and management | 528 | 47 | $20.9M | $86.53 |
| Raymond James | Investment advisory and management | 527 | 47 | $23.5M | $81.44 |
| Vanguard Advisers Inc. | Investment advisory and management | 518 | 45 | $135M | $39.00 |
| Northern Trust Company | Trustee and custodial | 508 | 46 | $109M | $28.96 |
| Commonwealth Financial Network | Investment advisory and management | 508 | 44 | $18.3M | $92.13 |
| CliftonLarsonAllen LLP | Accounting and auditing | 493 | 40 | $10.7M | $16.01 |
| Mercer | Actuarial | 469 | 43 | $104M | $46.87 |
| Voya Retirement Advisors, LLC | Investment advisory and management | 469 | 44 | $34.3M | $17.97 |
| JPMorgan Invest Holdings LLC | Recordkeeping and administration | 423 | 40 | $8.0M | $29.47 |
| Aon Consulting | Actuarial | 418 | 41 | $145M | $91.12 |
| Forvis Mazars, LLP | Accounting and auditing | 409 | 40 | $9.8M | $15.27 |
| Fiducient Advisors LLC | Investment advisory and management | 391 | 35 | $19.7M | $30.35 |
| RBC Wealth Management | Investment advisory and management | 381 | 42 | $19.6M | $83.65 |
| Alerus Financial, N.A. | Recordkeeping and administration | 378 | 39 | $17.6M | $99.18 |
| Morningstar | Investment advisory and management | 378 | 38 | $5.8M | $8.23 |
| The Bank of New York Mellon | Trustee and custodial | 374 | 40 | $102M | $29.08 |
| Mercer Investments LLC | Investment advisory and management | 370 | 46 | $66.8M | $60.67 |
| Transamerica Financial Life Ins Co. | Recordkeeping and administration | 369 | 45 | $23.5M | $59.12 |
| Raymond James Financial Services | Investment advisory and management | 366 | 44 | $14.3M | $93.01 |
| US Bank | Trustee and custodial | 358 | 40 | $20.2M | $19.27 |
| Creative Planning, Inc. | Investment advisory and management | 354 | 39 | $18.8M | $52.27 |
| USI Consulting Group | Recordkeeping and administration | 341 | 42 | $16.4M | $53.40 |
| Transamerica Life Insurance Company | Recordkeeping and administration | 339 | 44 | $9.2M | $42.68 |
| Oneamerica Retirement Services LLC | Recordkeeping and administration | 329 | 43 | $26.2M | $114 |
| USI Advisors Inc. | Investment advisory and management | 328 | 36 | $11.2M | $54.46 |
| Epic Retirement Plan Services | Recordkeeping and administration | 307 | 41 | $9.5M | $69.04 |
| BDO USA, P.C. | Accounting and auditing | 299 | 28 | $11.4M | $15.34 |
| The Angell Pension Group, Inc. | Recordkeeping and administration | 292 | 26 | $5.8M | $23.96 |
| Pimco | Investment advisory and management | 285 | 40 | $118M | $39.07 |
| Leafhouse Financial Advisors, LLC | Investment advisory and management | 285 | 43 | $2.4M | $15.73 |
| Empower Financial Services, Inc. | Insurance and brokerage | 278 | 44 | $421K | $0.13 |
| Fidelity Workplace Services LLC | Recordkeeping and administration | 277 | 42 | $47.7M | $64.67 |
| BlackRock Institutional Trust Co. | Investment advisory and management | 269 | 40 | $76.4M | $15.72 |
| PNC Institutional Asset Management | Investment advisory and management | 266 | 32 | $11.3M | $47.38 |
| Northwestern Mutual Wealth MGMT Co. | Investment advisory and management | 260 | 36 | $8.7M | $86.87 |
| Grant Thornton LLP | Accounting and auditing | 254 | 30 | $8.6M | $15.06 |
| Moss Adams LLP | Accounting and auditing | 253 | 27 | $7.4M | $14.20 |
| Cambridge Investment Research | Investment advisory and management | 252 | 39 | $8.3M | $76.02 |
| Segal Marco Advisors | Investment advisory and management | 252 | 32 | $23.0M | $22.01 |
| Alight Solutions LLC | Recordkeeping and administration | 248 | 30 | $285M | $47.06 |
| Crowe LLP | Accounting and auditing | 248 | 30 | $7.6M | $15.05 |
| Qdro Consultants Company, LLC | Consulting | 243 | 38 | $999K | $0.28 |
| Cetera Investment Advisers LLC | Investment advisory and management | 243 | 42 | $7.8M | $69.33 |
| The Segal Company | Actuarial | 242 | 24 | $29.4M | $28.43 |
| LPL Financial LLC | Investment advisory and management | 236 | 42 | $6.9M | $65.18 |
| Definiti LLC | Recordkeeping and administration | 233 | 34 | $4.1M | $39.14 |
| CBIZ Investment Advisory Services | Investment advisory and management | 232 | 32 | $9.7M | $58.66 |
| Aon Investments USA Inc. | Investment advisory and management | 230 | 38 | $40.9M | $22.93 |
| Alliant Retirement Services | Investment advisory and management | 222 | 38 | $8.6M | $46.85 |
| Baker Tilly US, LLP | Accounting and auditing | 222 | 31 | $4.6M | $12.24 |
| CBIZ Benefits & Insurance Services | Recordkeeping and administration | 222 | 32 | $10.4M | $38.56 |
| JPMorgan Chase Bank, N.A. | Investment advisory and management | 218 | 34 | $80.8M | $29.86 |
| Ameritas Life Insurance Corp. | Recordkeeping and administration | 218 | 39 | $10.3M | $40.86 |
| Principal Securities Inc. | Other services | 218 | 33 | $5.7M | $60.56 |
| Lincoln National Corporation | Recordkeeping and administration | 218 | 41 | $17.1M | $93.87 |
| PCS Retirement, LLC | Recordkeeping and administration | 216 | 40 | $12.0M | $79.85 |
| Benefit Plans Admin Services, Inc. | Recordkeeping and administration | 216 | 35 | $11.8M | $94.55 |
| State Street Global Advisors | Investment advisory and management | 210 | 35 | $28.8M | $7.13 |
| Nova 401(k) Associates | Recordkeeping and administration | 208 | 32 | $3.2M | $27.00 |
| State Street Bank and Trust Company | Investment advisory and management | 208 | 33 | $49.0M | $16.51 |
| Charles Schwab Bank | Trustee and custodial | 207 | 38 | $3.2M | $23.47 |
| Pentegra Services Inc. | Recordkeeping and administration | 206 | 38 | $22.1M | $36.03 |
| Mmlis | Investment advisory and management | 206 | 37 | $7.6M | $55.04 |
| Guideline, Inc. | Recordkeeping and administration | 206 | 32 | $2.0M | $34.81 |
| NWPS | Recordkeeping and administration | 202 | 27 | $15.0M | $80.75 |
| Proaccount | Investment advisory and management | 201 | 37 | $4.0M | $24.27 |
| CBIZ CPAS P.C. | Accounting and auditing | 198 | 29 | $5.4M | $14.64 |
| American Funds | Investment advisory and management | 197 | 39 | $679K | $9.38 |
| Caron & Bletzer, PLLC | Accounting and auditing | 196 | 23 | $3.0M | $15.05 |
| Wellth Advisory Services LLC | Investment advisory and management | 195 | 29 | $3.1M | $27.93 |
| Loomis Sayles | Investment advisory and management | 193 | 30 | $64.7M | $24.28 |
| Nepc, LLC | Investment advisory and management | 187 | 27 | $27.4M | $20.09 |
| CMFG Life Insurance Company | Recordkeeping and administration | 186 | 41 | $16.9M | $189 |
| RSM US LLP | Accounting and auditing | 182 | 30 | $5.3M | $20.13 |
| Withumsmith+brown, PC | Accounting and auditing | 182 | 22 | $13.4M | $18.28 |
| Bokf, NA | Recordkeeping and administration | 181 | 17 | $9.4M | $63.70 |
| OneDigital Investment Advisors | Investment advisory and management | 180 | 35 | $6.4M | $44.45 |
| Benesys, Inc. | Recordkeeping and administration | 176 | 21 | $28.2M | $52.81 |
| Ernst & Young LLP | Accounting and auditing | 174 | 33 | $11.8M | $6.85 |
| MML Investors Services LLC | Other services | 172 | 31 | $5.5M | $77.12 |
| JP Morgan Investment Management Inc. | Investment advisory and management | 172 | 37 | $115M | $33.00 |
| Plante & Moran, PLLC | Accounting and auditing | 169 | 22 | $5.3M | $17.85 |
| Newport Trust Company | Trustee and custodial | 169 | 34 | $4.2M | $22.25 |
| Calibre CPA Group, PLLC | Accounting and auditing | 167 | 19 | $9.9M | $14.32 |
| Variable Annuity Life Insurance Co. | Recordkeeping and administration | 165 | 39 | $2.3M | $7.17 |
| Segal Select Insurance Services | Insurance and brokerage | 165 | 27 | $5.9M | $4.78 |
| Mesirow Financial, Inc. | Investment advisory and management | 162 | 33 | $3.1M | $8.63 |
| Principal Trust Company | Trustee and custodial | 162 | 32 | $16.5M | $46.17 |
| Wellington Trust Company | Investment advisory and management | 162 | 40 | $37.5M | $25.24 |
| Envestnet Retirement Solutions, LLC | Other services | 159 | 38 | $794K | $8.64 |
| Bridgeway Benefit Technologies | Recordkeeping and administration | 158 | 19 | $11.9M | $10.15 |
| Novak Francella LLC | Accounting and auditing | 156 | 17 | $6.0M | $17.85 |
| Towers Watson Investment Services | Investment advisory and management | 155 | 30 | $30.1M | $34.31 |
| Morgan Stanley Smith Barney LLC | Investment advisory and management | 155 | 30 | $23.2M | $53.48 |
| Robert W Baird & Co. Incorporated | Investment advisory and management | 151 | 24 | $11.8M | $62.48 |
| Mesirow Financial Investment Manage | Investment advisory and management | 151 | 31 | $4.9M | $16.54 |
| Zenith American Solutions | Recordkeeping and administration | 149 | 26 | $41.8M | $56.21 |
| Bank of America | Trustee and custodial | 149 | 29 | $13.8M | $63.66 |
| PricewaterhouseCoopers LLP | Accounting and auditing | 145 | 26 | $12.6M | $15.12 |
| Benefit Trust Company | Trustee and custodial | 145 | 32 | $1.9M | $30.56 |
| Prime Capital Investment Advisors | Investment advisory and management | 143 | 28 | $6.1M | $59.87 |
| July Business Services LLC | Recordkeeping and administration | 143 | 27 | $5.4M | $63.74 |
| MFS Funds | Investment advisory and management | 142 | 34 | $71K | $9.26 |
| Marquette Associates | Investment advisory and management | 142 | 23 | $11.4M | $17.90 |
| Ameriprise Financial Services Inc. | Other services | 141 | 31 | $5.3M | $76.18 |
| Miller Kaplan Arase LLP | Accounting and auditing | 141 | 10 | $7.6M | $11.75 |
| Mutual of America Sec. Corp. LLC | Recordkeeping and administration | 139 | 38 | $4.9M | $74.08 |
| Wells Fargo Clearing Services LLC | Investment advisory and management | 138 | 30 | $7.0M | $77.78 |
| Deloitte & Touche LLP | Accounting and auditing | 137 | 31 | $9.7M | $13.03 |
| Human Interest Advisor LLC | Recordkeeping and administration | 136 | 30 | $2.7M | $62.81 |
| Legacy Professionals LLP | Recordkeeping and administration | 136 | 14 | $7.9M | $15.07 |
| Dodge & Cox | Investment advisory and management | 136 | 29 | $35.3M | $23.40 |
| Baker Tilly US, LLP | Accounting and auditing | 135 | 27 | $3.0M | $12.56 |
| Stifel Nicolaus & Co. Inc. | Investment advisory and management | 135 | 31 | $5.9M | $68.21 |
| Prudential Insurance Co. | Investment advisory and management | 134 | 29 | $2.74B | $27.71 |
| Fifth Third Bank | Investment advisory and management | 134 | 16 | $3.5M | $43.16 |
| Valic Retirement Services Company | Recordkeeping and administration | 134 | 33 | $19.4M | $59.17 |
| Weaver and Tidwell, LLP | Accounting and auditing | 134 | 13 | $4.0M | $17.96 |
| Cetera Advisor Networks LLC | Investment advisory and management | 133 | 37 | $4.2M | $73.65 |
| Regions Bank | Investment advisory and management | 133 | 22 | $5.6M | $47.89 |
| Morgan Lewis & Bockius LLP | Legal | 133 | 25 | $10.3M | $12.07 |
| Wells Fargo Advisors Fin Network | Investment advisory and management | 131 | 26 | $4.7M | $69.12 |
| Sentinel Benefits Group, LLC | Recordkeeping and administration | 130 | 25 | $5.0M | $71.08 |
| Wipfli LLP | Accounting and auditing | 127 | 21 | $3.0M | $35.55 |
| Eide Bailly LLP | Accounting and auditing | 126 | 25 | $5.2M | $14.69 |
| Ullico Investment Advisors Inc. | Investment advisory and management | 125 | 24 | $42.1M | $38.81 |
| Cpi Qualified Plan Consultants, Inc. | Recordkeeping and administration | 124 | 38 | $3.1M | $76.93 |
| Goldman Sachs Asset Management | Investment advisory and management | 124 | 28 | $38.5M | $34.81 |
| Kestra Investment Services LLC | Other services | 123 | 26 | $3.1M | $59.65 |
| Amalgamated Bank | Investment advisory and management | 123 | 19 | $6.6M | $15.59 |
| Blue Ridge ESOP Associates | Recordkeeping and administration | 122 | 35 | $4.3M | $39.23 |
| Axa Equitable Life Insurance Co. | Recordkeeping and administration | 122 | 32 | $6.1M | $72.93 |
| Associated Trust Company, N.A. | Recordkeeping and administration | 118 | 7 | $10.4M | $183 |
| Legal & General Investment | Investment advisory and management | 118 | 32 | $30.4M | $28.94 |
| Equitable Advisors LLC | Investment advisory and management | 116 | 25 | $4.1M | $68.61 |
| Nisa Investment Advisors, LLC | Investment advisory and management | 115 | 31 | $78.0M | $30.38 |
| Fisher Investments | Investment advisory and management | 115 | 32 | $5.9M | $34.00 |
| Northwestern Mutual Investment Serv | Other services | 113 | 34 | $3.0M | $65.49 |
| Admin. Group, LLC DBA Tag Resources | Recordkeeping and administration | 113 | 35 | $3.2M | $46.22 |
| Loomis Sayles Trust Company | Investment advisory and management | 113 | 24 | $19.8M | $21.67 |
| Members Capital Advisors, Inc. | Investment advisory and management | 112 | 32 | $3.2M | $66.24 |
| Economic Group Pension Services | Recordkeeping and administration | 111 | 22 | $1.5M | $23.56 |
| The Segal Company | Actuarial | 110 | 16 | $15.4M | $29.05 |
| The Retirement Advantage Inc. | Recordkeeping and administration | 108 | 29 | $1.1M | $23.17 |
| AllianceBernstein LP | Investment advisory and management | 108 | 30 | $15.3M | $66.96 |
| Orenda Retirement LLC | Recordkeeping and administration | 108 | 27 | $3.6M | $43.21 |
| Investment Performance Services LLC | Investment advisory and management | 107 | 16 | $11.2M | $31.14 |
| Washington Capital Management, Inc. | Investment advisory and management | 107 | 20 | $39.9M | $29.96 |
| American Trust Company | Recordkeeping and administration | 105 | 29 | $4.7M | $98.31 |
| Wilmington Trust National Assoc | Investment advisory and management | 104 | 18 | $4.1M | $51.21 |
| Rpa Financial LLC | Investment advisory and management | 103 | 27 | $2.6M | $35.68 |
| Edelman Financial Engines, LLC | Investment advisory and management | 102 | 30 | $44.4M | $54.41 |
| Schultheis & Panettieri, LLP | Accounting and auditing | 102 | 12 | $9.8M | $15.45 |
| Betterment for Business, LLC | Recordkeeping and administration | 102 | 26 | $2.8M | $64.30 |
| Sentinel Pension Advisors | Investment advisory and management | 101 | 16 | $3.4M | $94.93 |
| Pension Assurance LLP | Accounting and auditing | 100 | 18 | $1.5M | $20.66 |
| Comerica Bank | Trustee and custodial | 100 | 22 | $6.5M | $14.47 |
| Buck Global, LLC | Actuarial | 100 | 26 | $33.6M | $68.52 |
| Slavic Integrated Administration | Recordkeeping and administration | 99 | 30 | $42.0M | $107 |
| Ameriprise Financial | Other services | 99 | 32 | $2.8M | $78.10 |
| M Holdings Securities Inc. | Investment advisory and management | 97 | 17 | $2.8M | $76.76 |
| Merrill Lynch Life Agency, Inc. | Investment advisory and management | 97 | 30 | $3.3M | $57.24 |
| Mariner Institutional LLC | Investment advisory and management | 97 | 22 | $4.0M | $20.09 |
| Union Labor Life Insurance Company | Investment advisory and management | 96 | 24 | $17.4M | $15.75 |
| American Realty Advisors | Investment advisory and management | 96 | 22 | $18.9M | $38.04 |
| Intercontinental Real Estate Corp. | Investment advisory and management | 96 | 22 | $15.4M | $28.99 |
| Sentinel Benefits Group, Inc. | Recordkeeping and administration | 95 | 20 | $4.5M | $94.56 |
| Principal Financial Group | Investment advisory and management | 95 | 28 | $3.4M | $32.98 |
| Asb Capital Management | Investment advisory and management | 95 | 24 | $15.2M | $23.68 |
| S B H U Life Agency Inc. | Other services | 93 | 29 | $2.5M | $65.70 |
| Mariner Wealth Advisors, LLC | Investment advisory and management | 93 | 17 | $3.2M | $60.95 |
| Horizon Actuarial Services, LLC | Actuarial | 93 | 21 | $14.2M | $36.18 |
| BPPR - Popular Fiduciary Services | Recordkeeping and administration | 92 | 15 | $4.8M | $54.32 |
| Erisa Services, Inc. | Recordkeeping and administration | 91 | 16 | $1.5M | $25.01 |
| Groom Law Group | Legal | 91 | 24 | $13.3M | $6.91 |
| Bonadio & Co., LLP | Accounting and auditing | 90 | 10 | $1.9M | $18.93 |
| Everhart Advisors | Investment advisory and management | 90 | 9 | $2.9M | $76.03 |
| Principal Custody Solutions | Trustee and custodial | 89 | 23 | $7.3M | $36.99 |
| Cheiron | Actuarial | 89 | 21 | $12.9M | $30.15 |
| Proskauer Rose LLP | Legal | 88 | 13 | $13.9M | $20.50 |
| TSC 401(k) | Recordkeeping and administration | 87 | 10 | $1.1M | $34.46 |
| PKF O'Connor Davies, LLP | Accounting and auditing | 87 | 10 | $2.4M | $25.32 |
| Verus | Investment advisory and management | 87 | 10 | $9.1M | $27.52 |
| At Retirement Services, LLC | Recordkeeping and administration | 87 | 27 | $3.5M | $60.65 |
| Voya Institutional Plan Services | Recordkeeping and administration | 86 | 28 | $59.9M | $41.12 |
| National Investment Services | Investment advisory and management | 86 | 19 | $16.2M | $27.10 |
| John Hancock Life Insurance Company | Recordkeeping and administration | 84 | 10 | $1.7M | $12.09 |
| Moneta Group LLC | Investment advisory and management | 84 | 9 | $3.2M | $95.79 |
| Planpilot, LLC | Investment advisory and management | 83 | 18 | $2.7M | $27.59 |
| Shepherd Financial Investment Advis | Investment advisory and management | 83 | 11 | $2.7M | $77.96 |
| Concurrent Investment Advisors LLC | Investment advisory and management | 82 | 17 | $2.7M | $54.78 |
| Creative Retirement Systems, Inc. | Recordkeeping and administration | 82 | 14 | $693K | $23.87 |
| The Benefit Practice | Recordkeeping and administration | 82 | 12 | $1.5M | $39.68 |
| Morgan Stanley | Investment advisory and management | 81 | 22 | $6.9M | $59.27 |
| Valmark Advisers Inc. | Investment advisory and management | 81 | 19 | $2.2M | $88.23 |
| Cook Street Consulting | Investment advisory and management | 81 | 21 | $3.6M | $16.55 |
| Financial Engines | Investment advisory and management | 81 | 26 | $74.0M | $34.38 |
| EisnerAmper LLP | Accounting and auditing | 80 | 14 | $2.0M | $23.36 |
| Income Research & Management | Investment advisory and management | 80 | 27 | $14.3M | $31.42 |
| Cerity Partners Retirement Plan | Investment advisory and management | 79 | 22 | $3.3M | $82.11 |
| Meketa Investment Group | Investment advisory and management | 79 | 20 | $14.9M | $25.21 |
| Mercer Investments LLC | Investment advisory and management | 79 | 25 | $5.5M | $12.32 |
| KPMG LLP | Accounting and auditing | 79 | 23 | $6.2M | $6.97 |
| Boyd Watterson Asset Management | Investment advisory and management | 79 | 13 | $10.9M | $34.11 |
| Cohnreznick LLP | Accounting and auditing | 79 | 12 | $2.1M | $14.59 |
| Aon Hewitt | Recordkeeping and administration | 78 | 26 | $29.6M | $46.62 |
| LSV Asset Management | Investment advisory and management | 78 | 21 | $29.9M | $23.00 |
| United Actuarial Services, Inc. | Actuarial | 78 | 16 | $3.9M | $22.69 |
| Transamerica Trust Company | Trustee and custodial | 77 | 26 | $68K | $0.39 |
| PNC Bank | Trustee and custodial | 76 | 16 | $4.1M | $25.55 |
| Slavic Mutual Fund Management Corp. | Investment advisory and management | 75 | 29 | $11.6M | $33.32 |
| Armanino LLP | Accounting and auditing | 75 | 11 | $1.6M | $23.95 |
| BlackRock Funds | Investment advisory and management | 75 | 27 | $0 | — |
| Dimensional Funds | Investment advisory and management | 75 | 29 | $0 | — |
| Associated Pension Consultants | Recordkeeping and administration | 75 | 11 | $892K | $29.07 |
| Pasi, LLC | Recordkeeping and administration | 74 | 15 | $877K | $31.84 |
| Janney Montgomery Scott LLC | Investment advisory and management | 74 | 22 | $4.3M | $93.48 |
| Plante & Moran, PLLC | Accounting and auditing | 73 | 18 | $1.8M | $19.42 |
| Intellicents Investment Solutions I | Investment advisory and management | 73 | 16 | $2.6M | $52.71 |
| Pension Consultants, Inc. | Recordkeeping and administration | 73 | 14 | $1.4M | $29.53 |
| Rubinbrown LLP | Accounting and auditing | 73 | 14 | $2.4M | $13.97 |
| Parametric Portfolio Associates LLC | Investment advisory and management | 72 | 24 | $13.3M | $17.81 |
| SEI Investments Company | Investment advisory and management | 72 | 21 | $37.8M | $229 |
| Erisa Fiduciary Services, Inc. | Recordkeeping and administration | 72 | 24 | $665K | $20.28 |
| Newfront Retirement Services Inc. | Investment advisory and management | 72 | 12 | $2.7M | $51.74 |
| National Benefit Services, LLC | Recordkeeping and administration | 72 | 17 | $2.6M | $28.84 |
| Nationwide | Recordkeeping and administration | 71 | 21 | $590K | $9.02 |
| Highland Consulting Associates | Investment advisory and management | 71 | 9 | $3.2M | $33.88 |
| Hightower Advisors LLC | Investment advisory and management | 71 | 22 | $3.1M | $71.32 |
| Wedge Capital Management | Investment advisory and management | 71 | 19 | $14.5M | $31.70 |
| Principal Global Investors, LLC | Investment advisory and management | 70 | 22 | $3.4M | $40.90 |
| Hunnex and Shoemaker, Inc. | Recordkeeping and administration | 70 | 10 | $896K | $30.09 |
| Woodbury Financial Services Inc. | Investment advisory and management | 70 | 24 | $868K | $27.08 |
| Iron Fiduciary | Investment advisory and management | 70 | 28 | $469K | $11.10 |
| American Funds | Recordkeeping and administration | 69 | 24 | $568K | $11.91 |
| DWC Erisa Consultants LLC | Recordkeeping and administration | 69 | 26 | $1.2M | $23.98 |
| Da Davidson & Co. | Investment advisory and management | 69 | 11 | $2.5M | $91.09 |
| Prudential Jennison | Investment advisory and management | 68 | 24 | $0 | — |
| The Segal Company | Consulting | 68 | 13 | $7.6M | $20.41 |
| Clark, Schaefer, Hackett & Co. | Accounting and auditing | 68 | 11 | $1.4M | $17.24 |
| Benefit Plans Plus, LLC | Recordkeeping and administration | 67 | 11 | $775K | $25.06 |
| Cherry Bekaert LLP | Accounting and auditing | 67 | 15 | $1.3M | $22.18 |
| Actuarial Benefits Corp. | Recordkeeping and administration | 66 | 5 | $1.6M | $40.31 |
| Dunbar, Bender & Zapf, Inc. | Recordkeeping and administration | 66 | 10 | $914K | $39.80 |
| Sikich CPA LLC | Accounting and auditing | 66 | 12 | $1.3M | $17.42 |
| Retirement Solutions Specialists | Recordkeeping and administration | 66 | 8 | $995K | $35.63 |
| Cetera Advisors LLC | Investment advisory and management | 66 | 28 | $1.5M | $51.78 |
| Oppenheimer & Co. Inc. | Investment advisory and management | 65 | 16 | $2.3M | $68.69 |
| Morgan Stanley Insurance Services I | Other services | 65 | 26 | $940K | $20.85 |
| Trinity Pension Consultants | Recordkeeping and administration | 65 | 10 | $635K | $24.83 |
| The Baldwin Group Wealth Advisors | Investment advisory and management | 65 | 11 | $2.9M | $97.08 |
| Willis Towers Watson | Actuarial | 65 | 27 | $26.8M | $81.41 |
| MSPC | Accounting and auditing | 65 | 5 | $2.0M | $26.02 |
| Loren D. Stark Company | Recordkeeping and administration | 64 | 14 | $600K | $18.51 |
| Cambridge Investment Research Advis | Investment advisory and management | 64 | 20 | $1.8M | $67.78 |
| Osaic Fa Inc. | Investment advisory and management | 64 | 19 | $2.0M | $67.03 |
| Uhy LLP | Accounting and auditing | 64 | 22 | $1.1M | $28.99 |
| Multnomah Group, Inc. | Investment advisory and management | 63 | 9 | $2.0M | $28.44 |
| LBMC, PC | Accounting and auditing | 63 | 20 | $1.2M | $13.03 |
| Victory Capital Management | Investment advisory and management | 63 | 26 | $8.2M | $21.03 |
| Newtower Trust Company | Investment advisory and management | 63 | 22 | $9.0M | $30.67 |
| Reynolds Consulting Services, LLC | Investment advisory and management | 62 | 8 | $2.4M | $27.33 |
| Prudential Trust Company | Investment advisory and management | 62 | 26 | $11.3M | $21.84 |
| Wealth Enhancement Advisory Service | Investment advisory and management | 61 | 20 | $1.8M | $53.33 |
| The Hays Financial Group, LLC | Investment advisory and management | 61 | 23 | $2.1M | $59.26 |
| Nationwide | Recordkeeping and administration | 61 | 29 | $1.6M | $75.06 |
| Seyfarth Shaw LLP | Legal | 61 | 18 | $5.2M | $3.66 |
| Slevin & Hart, P.C. | Legal | 61 | 13 | $5.6M | $17.31 |
| Ima Advisory Services Inc. | Investment advisory and management | 60 | 14 | $2.0M | $72.15 |
| Northern Trust Corporation | Investment advisory and management | 60 | 20 | $8.5M | $13.66 |
| BNY Mellon | Investment advisory and management | 60 | 22 | $6.6M | $10.09 |
| Citrin Cooperman & Company LLP | Accounting and auditing | 60 | 12 | $1.4M | $19.19 |
| Chartwell Investment Partners | Investment advisory and management | 60 | 18 | $6.2M | $21.82 |
| Invesco | Investment advisory and management | 59 | 23 | $357K | $4.02 |
| Pension Plan Specialists, PC | Recordkeeping and administration | 59 | 11 | $1.3M | $37.00 |
| Vestwell | Recordkeeping and administration | 58 | 22 | $1.2M | $69.84 |
| RVK, Inc. | Investment advisory and management | 58 | 15 | $3.7M | $16.69 |
| USI Securities Inc. | Other services | 58 | 27 | $1.2M | $52.46 |
| Metro Benefits, Inc. | Recordkeeping and administration | 58 | 7 | $617K | $32.55 |
| Wilson-McShane Corporation | Recordkeeping and administration | 58 | 6 | $18.8M | $36.52 |
| Southern Benefit Administrators | Recordkeeping and administration | 58 | 3 | $5.4M | $42.01 |
| Telus Health | Recordkeeping and administration | 58 | 21 | $27.2M | $59.57 |
| United of Omaha | Recordkeeping and administration | 58 | 23 | $569K | $11.40 |
| BlackRock Financial Management, Inc. | Investment advisory and management | 57 | 15 | $38.1M | $24.19 |
| Park Avenue Securities | Investment advisory and management | 57 | 21 | $1.9M | $70.04 |
| Retirement Plan Concepts & Services | Recordkeeping and administration | 57 | 10 | $746K | $34.33 |
| Charles Schwab Investment MGMT Inc. | Insurance and brokerage | 57 | 19 | $123K | $0.12 |
| Hardman Johnston Global Advisors | Investment advisory and management | 57 | 14 | $8.8M | $27.75 |
| Private Advisor Group LLC | Investment advisory and management | 56 | 19 | $2.5M | $97.69 |
| Cambridge Investment Group | Investment advisory and management | 56 | 18 | $1.0M | $29.93 |
| Fulton Bank, N.A. | Recordkeeping and administration | 56 | 3 | $4.3M | $244 |
| Western Asset Management Company | Investment advisory and management | 56 | 20 | $18.9M | $17.50 |
| Alliance Pension Consultants, LLC | Recordkeeping and administration | 56 | 14 | $2.5M | $73.55 |
| Acadian Asset Management LLC | Investment advisory and management | 56 | 25 | $29.5M | $17.04 |
| JP Morgan Securities LLC | Investment advisory and management | 56 | 19 | $2.4M | $77.83 |
| Blitman & King LLP | Legal | 55 | 4 | $2.2M | $32.49 |
| Marcum LLP | Accounting and auditing | 55 | 17 | $1.4M | $26.72 |
| Sikich LLP | Accounting and auditing | 55 | 9 | $862K | $24.59 |
| Amalgamated Bank of Chicago | Investment advisory and management | 55 | 11 | $4.4M | $17.16 |
| Boston Partners | Investment advisory and management | 55 | 21 | $19.1M | $28.53 |
| Gregory J Schwartz & Company Inc. | Investment advisory and management | 55 | 5 | $3.5M | $92.31 |
| Ledbetter Partners LLC | Legal | 55 | 7 | $1.2M | $20.48 |
| Jennison Associates LLC | Investment advisory and management | 55 | 19 | $45.8M | $23.72 |
| Warren Averett, LLC | Accounting and auditing | 54 | 9 | $1.3M | $12.20 |
| Francis LLC | Investment advisory and management | 54 | 4 | $3.8M | $50.32 |
| Christensen Group Financial LLC | Investment advisory and management | 54 | 7 | $1.4M | $85.55 |
| Spectrum Investment Advisors Inc. | Investment advisory and management | 54 | 7 | $2.7M | $138 |
| Securities America Advisors, Inc. | Investment advisory and management | 54 | 21 | $1.4M | $51.46 |
| Greenspring Advisors, LLC | Investment advisory and management | 54 | 10 | $1.9M | $81.05 |
| M2B Retirement Consulting, LLC | Recordkeeping and administration | 54 | 8 | $424K | $20.33 |
| SEI Investments Management Corp. | Investment advisory and management | 54 | 23 | $16.6M | $220 |
| Columbia Funds | Investment advisory and management | 54 | 23 | $0 | — |
| Randall & Hurley, Inc. | Recordkeeping and administration | 53 | 7 | $1.6M | $42.58 |
| Smith and Howard PC | Accounting and auditing | 53 | 18 | $884K | $21.44 |
| The Mandmarblestone Group LLC | Recordkeeping and administration | 53 | 17 | $1.0M | $37.23 |
| Forusall, Inc. | Recordkeeping and administration | 53 | 21 | $1.9M | $84.22 |
| Sierra Investment Partners, Inc. | Investment advisory and management | 53 | 14 | $19.7M | $30.52 |
| Alan Biller & Associates | Investment advisory and management | 53 | 14 | $22.1M | $21.25 |
| Reinhart Boerner Van Deuren S.C. | Legal | 53 | 13 | $3.8M | $23.31 |
| Alera Investment Advisors, LLC | Investment advisory and management | 52 | 17 | $1.6M | $56.13 |
| Rockefeller Capital Management | Investment advisory and management | 52 | 14 | $1.5M | $60.86 |
| Cohen & Steers Funds | Investment advisory and management | 52 | 23 | $6,346 | $9.39 |
| Latitude Service Company Inc. | Recordkeeping and administration | 52 | 14 | $1.4M | $39.99 |
| Creative Planning Holdco LLC DBA CR | Investment advisory and management | 52 | 17 | $2.3M | $42.76 |
| Schneider Downs & Co., Inc. | Accounting and auditing | 52 | 8 | $992K | $24.34 |
| Metropolitan Life Insurance Company | Recordkeeping and administration | 52 | 20 | $42.0M | $15.57 |
| Two West Capital Advisors | Investment advisory and management | 52 | 15 | $1.7M | $58.02 |
| Mid Atlantic Capital Corporation | Insurance and brokerage | 52 | 24 | $27K | $32.39 |
| Chevy Chase Trust Company | Investment advisory and management | 52 | 21 | $5.7M | $19.31 |
| Wealth Management Systems Inc. | Other services | 51 | 16 | $0 | — |
| Accelerate Investment Advisors LLC | Investment advisory and management | 51 | 6 | $1.8M | $73.42 |
| The Paragon Alliance Group LLC | Recordkeeping and administration | 51 | 10 | $471K | $17.41 |
| Rael & Letson | Consulting | 51 | 8 | $7.0M | $28.95 |
| Pension Benefit Information, LLC | Other services | 51 | 19 | $1.4M | $2.37 |
| PA Retirement Solutions, Inc. | Recordkeeping and administration | 51 | 6 | $836K | $48.64 |
| Cohnreznick LLP | Accounting and auditing | 51 | 13 | $1.6M | $11.18 |
| October Three Consulting LLC | Actuarial | 51 | 20 | $7.0M | $139 |
| Russell Investments Trust Company | Investment advisory and management | 51 | 18 | $26.3M | $206 |
| Envestnet Asset Management Inc. | Investment advisory and management | 50 | 24 | $1.1M | $6.88 |
| Securities America Inc. | Other services | 50 | 24 | $1.0M | $57.50 |
| Cambridge Associates LLC | Investment advisory and management | 50 | 15 | $20.3M | $31.39 |
| Intrust Bank, N.A. | Recordkeeping and administration | 50 | 6 | $3.2M | $111 |
| Callan LLC | Consulting | 49 | 20 | $6.2M | $10.68 |
| Wells Fargo Bank, N.A. | Trustee and custodial | 49 | 21 | $2.3M | $25.86 |
| Legg Mason | Investment advisory and management | 49 | 20 | $6.6M | $13.43 |
| William Blair | Investment advisory and management | 49 | 22 | $20.2M | $23.56 |
| Rocaton Investment Advisors LLC | Investment advisory and management | 49 | 16 | $3.8M | $19.00 |
| Map Retirement USA LLC | Recordkeeping and administration | 49 | 14 | $631K | $33.86 |
| Strategic Capital Investment Adviso | Investment advisory and management | 49 | 11 | $3.6M | $26.12 |
| Reliance Trust Company | Trustee and custodial | 49 | 22 | $692K | $19.98 |
| Pension Corporation of America | Recordkeeping and administration | 49 | 8 | $2.6M | $91.57 |
| Voya Retirement Advisors, LLC | Investment advisory and management | 48 | 21 | $20.8M | $38.84 |
| Sage Advisory Services | Investment advisory and management | 48 | 16 | $4.7M | $36.94 |
| Cerity Partners LLC | Investment advisory and management | 48 | 14 | $2.4M | $51.83 |
| The Finway Group LLC | Recordkeeping and administration | 47 | 14 | $1.6M | $67.44 |
| Mercer Investment Consulting Inc. | Investment advisory and management | 47 | 21 | $9.8M | $22.33 |
| Blue Chip Retirement Plans, Inc. | Recordkeeping and administration | 47 | 6 | $593K | $47.11 |
| Flexpath Strategies, LLC | Investment advisory and management | 47 | 23 | $978K | $25.89 |
| Mai Capital Management, LLC | Investment advisory and management | 47 | 13 | $1.3M | $51.86 |
| The Retirement Plan Company, LLC | Recordkeeping and administration | 47 | 16 | $1.2M | $54.26 |
| MML Insurance Agency LLC | Other services | 47 | 23 | $864K | $23.86 |
| Quan-Vest Consultants, Inc. | Investment advisory and management | 47 | 5 | $2.2M | $18.22 |
| Fidelity Institutional Asset MGMT | Investment advisory and management | 46 | 20 | $8.5M | $102 |
| Retirement Management Services, LLC | Recordkeeping and administration | 46 | 8 | $537K | $16.64 |
| Intac Actuarial Services | Recordkeeping and administration | 46 | 6 | $490K | $14.56 |
| Pbmares, LLP | Accounting and auditing | 46 | 7 | $877K | $21.29 |
| Independent Financial Partners | Investment advisory and management | 45 | 15 | $1.7M | $82.99 |
| Hamilton Lane Advisors, LLC | Investment advisory and management | 45 | 15 | $18.6M | $14.68 |
| McConnell & Jones LLP | Accounting and auditing | 45 | 7 | $1.4M | $10.83 |
| American Century Investment Managem | Investment advisory and management | 45 | 22 | $89K | $17.24 |
| Meaden & Moore Ltd. | Accounting and auditing | 44 | 6 | $910K | $8.82 |
| Truist Bank | Trustee and custodial | 44 | 16 | $2.7M | $46.79 |
| Lazard Asset Management LLC | Investment advisory and management | 44 | 20 | $8.1M | $22.77 |
| M&T Bank | Investment advisory and management | 44 | 8 | $1.7M | $22.30 |
| Alliant Insurance Services Inc. DBA | Investment advisory and management | 44 | 16 | $1.8M | $48.64 |
| BKS Financial Investments LLC | Investment advisory and management | 44 | 14 | $1.7M | $12.65 |
| SCS | Investment advisory and management | 43 | 8 | $1.3M | $76.24 |
| The Ryding Company | Recordkeeping and administration | 43 | 9 | $614K | $28.24 |
| Compass 360, LLC | Recordkeeping and administration | 43 | 15 | $933K | $29.72 |
| Pca Investment Advisory Services | Investment advisory and management | 43 | 9 | $1.8M | $69.47 |
| Alliance Benefit Group of Houston | Recordkeeping and administration | 42 | 8 | $905K | $21.79 |
| Acec Retirement Trust | Other services | 42 | 21 | $2.1M | $155 |
| Kestra Advisory Services, LLC | Investment advisory and management | 42 | 22 | $1.5M | $79.87 |
| Fid MGMT Trust Co. | Recordkeeping and administration | 42 | 19 | $12.0M | $196 |
| Johnson Bank | Investment advisory and management | 42 | 3 | $1.7M | $153 |
| Anders Minkler Huber & Helm LLP | Accounting and auditing | 42 | 6 | $1.3M | $25.78 |
| MVP Plan Administrators, Inc. | Recordkeeping and administration | 41 | 10 | $1.7M | $85.77 |
| Whitley Penn LLP | Accounting and auditing | 41 | 4 | $1.2M | $23.31 |
| SLC Management | Investment advisory and management | 41 | 21 | $4.6M | $72.53 |
| Empower Annuity Insurance Company | Recordkeeping and administration | 41 | 23 | $5.9M | $50.73 |
| Qualified Plan Consultants, LLC | Recordkeeping and administration | 41 | 10 | $480K | $26.27 |
| Acuff & Associates, Inc. | Recordkeeping and administration | 41 | 9 | $642K | $29.01 |
| Pension Financial Services, Inc. | Recordkeeping and administration | 41 | 8 | $1.0M | $36.25 |
| Commerce Bank | Investment advisory and management | 40 | 7 | $3.5M | $57.71 |
| RPW Solutions LLC | Recordkeeping and administration | 40 | 13 | $1.3M | $45.29 |
| Holthouse Carlin & Van Trigt LLP | Accounting and auditing | 40 | 5 | $620K | $16.78 |
| Johnson & Krol, LLC | Legal | 40 | 8 | $1.9M | $13.57 |
| Independent Financial Group LLC | Investment advisory and management | 40 | 7 | $1.2M | $85.58 |
| Wellington Management Company, LLP | Investment advisory and management | 40 | 17 | $33.5M | $36.92 |
| Newport Capital Group | Investment advisory and management | 40 | 7 | $3.8M | $115 |
| Foundry Partners LLC | Investment advisory and management | 40 | 17 | $8.0M | $19.65 |
| Aprio LLP | Accounting and auditing | 40 | 8 | $837K | $33.11 |
| Triad Advisors Inc. | Other services | 39 | 14 | $910K | $51.78 |
| Fidelity Management & Research Comp | Investment advisory and management | 39 | 6 | $20K | $59.18 |
| Assuredpartners Capital Inc. | Investment advisory and management | 39 | 14 | $885K | $49.83 |
| Advanced Capital Group | Investment advisory and management | 39 | 9 | $1.5M | $54.88 |
| CWM LLC | Investment advisory and management | 39 | 15 | $1.6M | $106 |
| Coastal Pension Services | Recordkeeping and administration | 39 | 10 | $538K | $28.74 |
| Clearstead Advisors, LLC | Investment advisory and management | 39 | 10 | $1.9M | $26.62 |
| First State Trust Company | Trustee and custodial | 39 | 16 | $1.2M | $49.66 |
| Soltis Investment Advisors LLC | Investment advisory and management | 39 | 10 | $2.9M | $48.62 |
| Minnesota Life Insurance Company | Recordkeeping and administration | 38 | 15 | $2.0M | $88.99 |
| First National Trust Company | Investment advisory and management | 38 | 6 | $1.7M | $91.57 |
| Oneamerica Investment Advisory SVCS | Investment advisory and management | 38 | 8 | $539K | $28.53 |
| Invesco Trust Company | Investment advisory and management | 38 | 18 | $5.3M | $17.47 |
| Cadaret Grant & Co. Inc. | Investment advisory and management | 38 | 9 | $1.3M | $43.01 |
| John Hancock | Recordkeeping and administration | 38 | 22 | $2.8M | $90.65 |
| Capital Strategies Investment Group | Investment advisory and management | 38 | 10 | $2.1M | $27.08 |
| 401(k) Generation | Recordkeeping and administration | 38 | 17 | $678K | $38.97 |
| Lion Street Advisors LLC | Investment advisory and management | 38 | 14 | $1.2M | $66.23 |
| Charles Schwab | Trustee and custodial | 38 | 18 | $513K | $16.51 |
| Future Capital | Investment advisory and management | 37 | 15 | $1.4M | $55.07 |
| Insero & Co. CPAS, LLP | Accounting and auditing | 37 | 11 | $1.0M | $8.72 |
| Rea & Associates | Recordkeeping and administration | 37 | 7 | $526K | $30.78 |
| Tri-Ad Actuaries, Inc. | Recordkeeping and administration | 37 | 7 | $2.0M | $98.31 |
| Arrowstreet Capital | Investment advisory and management | 37 | 16 | $44.4M | $54.62 |
| Greenleaf Trust | Recordkeeping and administration | 37 | 2 | $11.2M | $220 |
| Allspring Global Investments | Investment advisory and management | 37 | 21 | $7.2M | $21.90 |
| Alera Investment Advisors | Investment advisory and management | 37 | 15 | $1.0M | $51.85 |
| Aetna Life Insurance Company | Recordkeeping and administration | 37 | 19 | $5.0M | $27.91 |
| Eagle Capital Management, LLC | Investment advisory and management | 37 | 15 | $15.0M | $49.18 |
| Procourse Fiduciary Advisors, LLC | Investment advisory and management | 37 | 6 | $909K | $40.98 |
| TPP Retirement Plan Specialists | Recordkeeping and administration | 36 | 13 | $977K | $99.77 |
| MSCS FS Div of Broadridge Bpo, LLC | Other services | 36 | 19 | $386K | $3.61 |
| Vanguard Fiduciary Trust Company | Recordkeeping and administration | 36 | 17 | $1.5M | $51.90 |
| Tic International Corporation | Recordkeeping and administration | 36 | 5 | $1.5M | $49.09 |
| Truist Advisory Services, Inc. | Investment advisory and management | 36 | 14 | $1.2M | $75.80 |
| Florida Retirement Consultants | Recordkeeping and administration | 36 | 2 | $872K | $30.56 |
| First Hawaiian Bank | Trustee and custodial | 36 | 2 | $3.8M | $76.83 |
| Empower Life & Annuity Ins Co. of NY | Recordkeeping and administration | 36 | 4 | $1.9M | $117 |
| Great Lakes Advisors, LLC | Investment advisory and management | 36 | 14 | $6.9M | $29.59 |
| First Actuarial Consulting, Inc. | Actuarial | 36 | 3 | $1.7M | $39.07 |
| Invesco Advisers, Inc. | Investment advisory and management | 35 | 20 | $11.9M | $19.55 |
| Franklin Templeton | Investment advisory and management | 35 | 20 | $1.3M | $12.39 |
| Cota Street Investment Management | Investment advisory and management | 35 | 11 | $990K | $25.60 |
| Benefit Plans, Inc. | Recordkeeping and administration | 35 | 4 | $581K | $33.46 |
| Waverly Advisors LLC | Investment advisory and management | 35 | 11 | $1.2M | $80.58 |
| Pershing LLC | Insurance and brokerage | 35 | 17 | $5.0M | $3.44 |
| Deloitte Tax LLP | Accounting and auditing | 35 | 14 | $1.6M | $2.38 |
| Wells Fargo Advisors Ins Agency LLC | Other services | 35 | 22 | $983K | $59.06 |
| Morgan Stanley Smith Barney LLC | Investment advisory and management | 35 | 20 | $3.9M | $101 |
| Janus Funds | Investment advisory and management | 35 | 18 | $121K | $16.79 |
| Earnest Partners, LLC | Investment advisory and management | 35 | 16 | $10.0M | $19.88 |
| National Real Estate Advisors, LLC | Investment advisory and management | 35 | 17 | $25.9M | $25.38 |
| Midwest Institutional Trust Company | Trustee and custodial | 34 | 11 | $3.1M | $18.90 |
| Stadion Money Management | Investment advisory and management | 34 | 20 | $702K | $52.46 |
| Allspring Global Funds | Investment advisory and management | 34 | 21 | $252K | $21.28 |
| Cohen Weiss and Simon LLP | Legal | 34 | 6 | $2.7M | $12.09 |
| The Capital Group Inv Advisory | Investment advisory and management | 34 | 8 | $1.1M | $90.79 |
| I.E. Shaffer & Co. | Recordkeeping and administration | 34 | 1 | $5.2M | $99.46 |
| SC&H Attest Services, P.C. | Accounting and auditing | 34 | 5 | $757K | $10.83 |
| Nexus Administrators, Inc. | Recordkeeping and administration | 34 | 3 | $395K | $20.71 |
| Union Bank & Trust Company | Recordkeeping and administration | 34 | 3 | $4.2M | $80.63 |
| T. Rowe Price Associates, Inc. | Investment advisory and management | 34 | 17 | $35.8M | $25.77 |
| Lawley Retirement Advisors LLC | Investment advisory and management | 34 | 2 | $780K | $74.48 |
| Doeren Mayhew Assurance | Accounting and auditing | 34 | 10 | $581K | $17.41 |
| Smart Source LLC | Other services | 34 | 7 | $976K | $5.83 |
| Boston Trust Walden Company | Investment advisory and management | 34 | 15 | $4.7M | $25.59 |
| TBS Agency Inc. | Other services | 34 | 13 | $686K | $45.39 |
| State Street Research & Management | Investment advisory and management | 34 | 17 | $973K | $2.86 |
| Prospera Financial Services | Investment advisory and management | 33 | 9 | $946K | $69.24 |
| Coulter & Justus | Accounting and auditing | 33 | 17 | $347K | $29.22 |
| T. Rowe Price | Recordkeeping and administration | 33 | 20 | $4.8M | $41.99 |
| First Horizon Advisors Inc. | Investment advisory and management | 33 | 9 | $1.4M | $88.96 |
| Winston & Strawn LLP | Legal | 33 | 13 | $2.5M | $8.12 |
| Melton & Melton LLP | Accounting and auditing | 33 | 1 | $693K | $10.57 |
| Standard Valuations | Investment advisory and management | 33 | 14 | $982K | $27.79 |
| Stacey Braun Associates, Inc. | Investment advisory and management | 33 | 5 | $5.2M | $50.04 |
| Sentry Life Insurance Company | Recordkeeping and administration | 33 | 19 | $1.1M | $27.67 |
| Mid Atlantic Trust Company | Trustee and custodial | 33 | 18 | $828K | $20.44 |
| Faircourt Partners LLC | Investment advisory and management | 33 | 17 | $2.5M | $106 |
| PPG Retirement Plan Services | Recordkeeping and administration | 32 | 5 | $364K | $31.21 |
| Frost Bank | Investment advisory and management | 32 | 1 | $1.0M | $63.20 |
| Forest Capital Management LLC | Investment advisory and management | 32 | 13 | $1.6M | $77.48 |
| Retirement Planners & Administrator | Recordkeeping and administration | 32 | 10 | $730K | $37.11 |
| Corient Private Wealth LLC | Investment advisory and management | 32 | 12 | $852K | $13.01 |
| Rimkus, Marciano & Associates, Inc. | Recordkeeping and administration | 32 | 3 | $274K | $30.09 |
| Avantax Retirement Plan Services | Recordkeeping and administration | 32 | 13 | $2.3M | $224 |
| MetLife Life Insurance Company | Recordkeeping and administration | 32 | 17 | $1.6M | $26.77 |
| First Citizens Bank and Trust Compa | Investment advisory and management | 32 | 7 | $1.1M | $87.46 |
| Columbia Management Investment Advi | Investment advisory and management | 32 | 12 | $13.3M | $49.44 |
| Westfield Capital Management | Investment advisory and management | 32 | 16 | $9.1M | $18.67 |
| Agilis Partners LLC | Investment advisory and management | 32 | 13 | $5.8M | $275 |
| Wintrust Investments LLC | Investment advisory and management | 32 | 6 | $1.0M | $54.09 |
| Ekon Benefits | Recordkeeping and administration | 32 | 2 | $1.5M | $78.77 |
| Innovest Portfolio Solutions LLC | Investment advisory and management | 31 | 10 | $1.2M | $44.11 |
| Eagleasset | Investment advisory and management | 31 | 19 | $0 | — |
| Raymond James & Associates, Inc. | Investment advisory and management | 31 | 19 | $815K | $75.46 |
| New York Life Insurance Company | Investment advisory and management | 31 | 10 | $7.1M | $20.64 |
| Mitchell & Titus, LLP | Accounting and auditing | 31 | 5 | $1.2M | $3.01 |
| Pension Planning Consultants, Inc. | Recordkeeping and administration | 31 | 7 | $496K | $40.49 |
| O'Sullivan Associates | Actuarial | 31 | 6 | $1.5M | $29.29 |
| Lutz & Company, PC | Accounting and auditing | 31 | 4 | $815K | $14.94 |
| At Investment Advisers Inc. | Investment advisory and management | 31 | 11 | $1.4M | $36.33 |
| Wright Ford Young & Co. | Accounting and auditing | 31 | 3 | $541K | $20.73 |
| Shumaker, Loop & Kendrick, LLP | Legal | 31 | 7 | $1.3M | $16.25 |
| Lockton Investment Advisors, LLC | Investment advisory and management | 31 | 12 | $1.2M | $26.97 |
| Three Bell Capital LLC | Investment advisory and management | 30 | 8 | $807K | $72.31 |
| Advus Financial Partners LLC | Investment advisory and management | 30 | 8 | $1.1M | $71.51 |
| Met West Funds | Investment advisory and management | 30 | 20 | $1.6M | $19.20 |
| Hicks Pension Services | Recordkeeping and administration | 30 | 3 | $267K | $21.31 |
| Bell Bank | Recordkeeping and administration | 30 | 2 | $1.4M | $149 |
| Cornerstone Advisors Asset MGMT | Investment advisory and management | 30 | 6 | $1.5M | $121 |
| Polen Capital | Investment advisory and management | 30 | 10 | $5.3M | $22.38 |
| The Trust Company of Tennessee | Recordkeeping and administration | 30 | 3 | $2.3M | $183 |
| BFSG LLC | Investment advisory and management | 30 | 4 | $1.3M | $35.79 |
| The Waterford Group LLC | Investment advisory and management | 30 | 14 | $1.0M | $77.92 |
| Bpas Actuarial & Pension Services | Consulting | 30 | 6 | $1.6M | $101 |
| Hauser Retirement Solutions 2 LLC | Investment advisory and management | 30 | 16 | $971K | $56.27 |
| Sigma Financial Corporation | Other services | 30 | 5 | $711K | $42.30 |
| Pinnacle Financial Services, Inc. | Recordkeeping and administration | 30 | 16 | $1.4M | $21.44 |
| Ameriprise Financial Services Inc. | Other services | 29 | 17 | $528K | $51.33 |
| Stone Hill Fiduciary Management LL | Investment advisory and management | 29 | 6 | $772K | $52.20 |
| Hogantaylor LLP | Accounting and auditing | 29 | 3 | $578K | $26.43 |
| Equitable Advisors LLC | Investment advisory and management | 29 | 11 | $1.1M | $87.78 |
| Rockland Trust | Investment advisory and management | 29 | 3 | $1.0M | $88.73 |
| Lord, Abbett & Co. LLC | Investment advisory and management | 29 | 9 | $6.8M | $24.64 |
| Assurance Dimensions | Accounting and auditing | 29 | 10 | $277K | $11.49 |
| Alerus Financial | Recordkeeping and administration | 29 | 13 | $835K | $81.06 |
| Atalanta Sosnoff Capital LLC | Investment advisory and management | 29 | 8 | $6.1M | $28.96 |
| Trust Point Inc. | Recordkeeping and administration | 29 | 2 | $1.9M | $219 |
| Manning & Napier | Investment advisory and management | 29 | 10 | $3.2M | $85.81 |
| Atlantic Pension Services, Inc. | Recordkeeping and administration | 29 | 7 | $326K | $21.30 |
| Savant Capital LLC | Investment advisory and management | 29 | 9 | $1.8M | $35.12 |
| RBC Global Asset Management | Investment advisory and management | 29 | 14 | $13.8M | $37.21 |
| Iron-Co-Fid-Comprehensive | Investment advisory and management | 29 | 17 | $257K | $14.04 |
| Prime Pensions Northwest, LLC | Other services | 29 | 2 | $610K | $61.53 |
| Solxsys Administrative Solutions | Recordkeeping and administration | 29 | 8 | $2.1M | $42.67 |
| US Bank | Trustee and custodial | 29 | 12 | $1.4M | $34.92 |
| Stadion Money Management | Investment advisory and management | 29 | 17 | $654K | $75.86 |
| Yurchyk & Davis Cpa's, Inc. | Accounting and auditing | 29 | 5 | $543K | $19.22 |
| Orgel Wealth Management, LLC | Investment advisory and management | 28 | 3 | $1.6M | $150 |
| Lincoln Investment Planning LLC | Investment advisory and management | 28 | 14 | $1.0M | $93.19 |
| National Employee Benefits Administ | Recordkeeping and administration | 28 | 3 | $3.4M | $54.53 |
| Valley Forge Investment Consultants | Investment advisory and management | 28 | 9 | $1.1M | $77.87 |
| Employee Benefits Group, LLC | Recordkeeping and administration | 28 | 4 | $368K | $26.97 |
| North American Ktrade Alliance, LLC | Recordkeeping and administration | 28 | 13 | $873K | $83.05 |
| The Haslauer Group, Inc. | Recordkeeping and administration | 28 | 4 | $291K | $24.16 |
| Foley & Lardner LLP | Legal | 28 | 7 | $885K | $2.43 |
| Pickett, Chaney & McMullen LLP | Accounting and auditing | 28 | 5 | $381K | $25.74 |
| My Benefits, LLC | Recordkeeping and administration | 28 | 10 | $290K | $20.44 |
| Armanino LLP | Accounting and auditing | 28 | 8 | $581K | $20.71 |
| NBT Bancorp NA | Trustee and custodial | 28 | 4 | $1.4M | $114 |
| Professional Benefit Services | Recordkeeping and administration | 28 | 7 | $303K | $22.69 |
| Fidelity Institutional Asset MGMT | Investment advisory and management | 28 | 17 | $7.6M | $36.92 |
| O'Donoghue & O'Donoghue LLP | Legal | 28 | 10 | $1.0M | $11.66 |
| Benda, Grace, Stulz & Company, P.C. | Accounting and auditing | 28 | 3 | $477K | $12.43 |
| American Beacon Funds | Investment advisory and management | 28 | 16 | $0 | — |
| Twelve Points Wealth Management LLC | Investment advisory and management | 27 | 7 | $805K | $90.70 |
| Administrative Fiduciary Services | Other services | 27 | 11 | $524K | $16.06 |
| Kathmere Capital Management | Investment advisory and management | 27 | 9 | $1.4M | $113 |
| Stephens Inc. | Investment advisory and management | 27 | 5 | $2.2M | $88.62 |
| Hub Investment Advisors Inc. | Investment advisory and management | 27 | 4 | $899K | $81.69 |
| Premier Plan Consultants Inc. | Recordkeeping and administration | 27 | 4 | $298K | $22.83 |
| CBIZ Financial Solutions Inc. | Investment advisory and management | 27 | 13 | $1.4M | $94.56 |
| Institutional Investment Consulting | Investment advisory and management | 27 | 10 | $1.0M | $40.57 |
| Access Retirement Services, LLC | Recordkeeping and administration | 27 | 4 | $359K | $27.56 |
| SB & Company, LLC | Accounting and auditing | 27 | 8 | $506K | $4.51 |
| Aristotle Capital Management | Investment advisory and management | 27 | 12 | $4.6M | $24.53 |
| United Planners Financial Services | Investment advisory and management | 27 | 16 | $738K | $107 |
| Sym Financial Corporation | Investment advisory and management | 27 | 4 | $1.3M | $168 |
| The Pension Service, Inc. | Recordkeeping and administration | 27 | 10 | $290K | $31.92 |
| Next Financial Group Inc. | Investment advisory and management | 27 | 12 | $866K | $68.60 |
| Torrillo & Associates, LLC | Accounting and auditing | 27 | 6 | $610K | $11.60 |
| Actuarial Consulting Services, Inc. | Recordkeeping and administration | 27 | 3 | $565K | $38.86 |
| SEI Private Trust Company | Investment advisory and management | 27 | 17 | $8.0M | $192 |
| Gould, Kobrick & Schlapp, P.C. | Accounting and auditing | 27 | 2 | $754K | $27.09 |
| Hancock Whitney Bank | Investment advisory and management | 27 | 6 | $1.0M | $81.44 |
| RT Jones Capital Equities MGMT Inc. | Investment advisory and management | 27 | 11 | $571K | $35.04 |
| Carr, Riggs & Ingram, LLC | Accounting and auditing | 27 | 7 | $719K | $21.24 |
| Hudson Edge Investment Partners Inc. | Investment advisory and management | 27 | 13 | $3.7M | $30.06 |
| SS&C | Other services | 27 | 18 | $186K | $43.11 |
| Map Retirement Inc. | Recordkeeping and administration | 27 | 11 | $193K | $19.42 |
| Welfare & Pension Admin Service Inc. | Recordkeeping and administration | 27 | 5 | $13.7M | $86.45 |
| Templeton & Company LLP | Accounting and auditing | 27 | 13 | $389K | $9.07 |
| The McKeogh Company | Actuarial | 27 | 7 | $1.8M | $47.43 |
| Frazier & Deeter | Accounting and auditing | 27 | 8 | $453K | $5.28 |
| Hicks Pension Services | Recordkeeping and administration | 26 | 3 | $293K | $23.08 |
| American Century Investment Managem | Investment advisory and management | 26 | 4 | $0 | — |
| Alston & Bird LLP | Legal | 26 | 11 | $2.9M | $4.08 |
| Tennessee Pension Administrators | Recordkeeping and administration | 26 | 2 | $447K | $40.27 |
| Northwestern Mutual Investment Serv | Other services | 26 | 17 | $798K | $66.80 |
| Wells Fargo Advisors Financial | Investment advisory and management | 26 | 15 | $944K | $68.74 |
| New York Life Securities | Other services | 26 | 16 | $675K | $36.04 |
| Mercer Global Advisors Inc. | Investment advisory and management | 26 | 11 | $1.1M | $65.49 |
| Silicon Valley Accountancy Corp. | Accounting and auditing | 26 | 3 | $608K | $25.87 |
| Walter Scott & Partners Limited | Investment advisory and management | 26 | 11 | $11.1M | $17.37 |
| WCM Investment Management | Investment advisory and management | 26 | 12 | $8.0M | $48.01 |
| Alerus Investment Advisors, Inc. | Investment advisory and management | 26 | 15 | $452K | $38.36 |
| Rehmann Financial Group | Recordkeeping and administration | 26 | 4 | $905K | $53.29 |
| Highland Capital Advisors, LLC | Investment advisory and management | 26 | 6 | $774K | $30.01 |
| Burke Group | Recordkeeping and administration | 26 | 3 | $2.1M | $136 |
| Dyatech LLC | Recordkeeping and administration | 26 | 18 | $167K | $15.94 |
| Retirement Plan Consultants | Recordkeeping and administration | 26 | 16 | $528K | $87.76 |
| LCG Associates, Inc. | Consulting | 26 | 7 | $2.2M | $10.32 |
| American Graphics Printing Co. | Other services | 26 | 5 | $517K | $5.33 |
| GJC Cpa's & Advisors | Accounting and auditing | 26 | 1 | $476K | $5.48 |
| MetLife Investment Management | Investment advisory and management | 26 | 14 | $10.4M | $37.44 |
| Rothschild Investment Corporation | Investment advisory and management | 26 | 10 | $830K | $65.71 |
| The Benefit Advantage, Inc. | Recordkeeping and administration | 26 | 8 | $575K | $25.76 |
| Healthcare Community Securities Cor | Investment advisory and management | 26 | 2 | $2.6M | $56.54 |
| Stephen Horn Insurance Services | Insurance and brokerage | 26 | 3 | $622K | $3.85 |
| CAPTRUST Investment Advisors | Investment advisory and management | 26 | 8 | $1.9M | $171 |
| Premier Retirement Partners | Recordkeeping and administration | 25 | 8 | $337K | $28.55 |
| Benefits Management Group, Inc. | Recordkeeping and administration | 25 | 3 | $2.3M | $53.75 |
| Blue & Co., LLC | Accounting and auditing | 25 | 4 | $458K | $16.04 |
| Third Party Administrators, Inc. | Recordkeeping and administration | 25 | 7 | $278K | $29.32 |
| Howard Simon & Associates, Inc. | Recordkeeping and administration | 25 | 5 | $647K | $56.47 |
| Thompson Hine LLP | Legal | 25 | 13 | $1.4M | $13.69 |
| Benefits Administrators, LLC | Recordkeeping and administration | 25 | 5 | $279K | $21.99 |
| Old National Wealth Management | Investment advisory and management | 25 | 7 | $1.1M | $83.93 |
| Visionpoint Advisory Group | Investment advisory and management | 25 | 5 | $988K | $77.69 |
| Oriental Bank & Trust | Trustee and custodial | 25 | 5 | $540K | $35.78 |
| Rhumbline Advisers | Investment advisory and management | 25 | 15 | $1.1M | $6.33 |
| Red Bank Pension Services, Inc. | Recordkeeping and administration | 25 | 4 | $175K | $16.99 |
| Insight North America LLC | Investment advisory and management | 25 | 11 | $10.0M | $32.63 |
| Morningstar Investment Service | Investment advisory and management | 25 | 15 | $651K | $2.15 |
| Horan Securities Inc. | Investment advisory and management | 25 | 3 | $807K | $56.58 |
| Brinker Capital Investments | Investment advisory and management | 25 | 14 | $624K | $40.02 |
| Asc Trust, LLC | Recordkeeping and administration | 25 | 1 | $1.9M | $150 |
| Sharebuilder Advisor LLC | Investment advisory and management | 25 | 13 | $1.4M | $85.29 |
| Morgan Stanley Smith Barney | Investment advisory and management | 25 | 11 | $2.8M | $92.05 |
| Singerlewak LLP | Accounting and auditing | 25 | 2 | $1.1M | $26.87 |
| BMO Harris Bank | Trustee and custodial | 25 | 11 | $1.0M | $20.73 |