Service Providers
About
This product line offers an in-depth look at employer-sponsored benefit service providers, including total clients, payments, and market share. Are you a TPA or adviser that would to learn more about your competition? This list will help you figure that out.
Key Information
Retirement plan type (401k, ESOP, etc.), welfare benefit plan type (group life, group health etc.), geography, direct compensation, indirect compensation.
Market Share Analysis
View total market share for service providers, including total compensation and number of clients.
65K+
providers
Who should use this product line?
Employer-benefit service providers that would like to learn more about their market and competitive landscape.
Employer-benefit service provider employees that would like to see a list of their firm's clients to help identify new opportunities opportunities.
Other commissions
Non-monetary compensation
Redemption fees
Product termination fees
Shareholder servicing fees
Sub-transfer agency fees
Finders' fees / placement fees
Float revenue
Distribution (12b-1) fees
Recordkeeping fees
Account maintenance fees
Insurance mortality and expense charge
Other insurance wrap fees
Soft dollar commissions
Consulting fees
Securities brokerage commissions & fees
Other investment fees and expenses
Other insurance fees and expenses
Copying and duplicating
Type of Service
Accounting
Actuarial
Claims processing
Contract administrator
Plan administrator
Recordkeeping and
information management
Consulting (general)
Consulting (pension)
Custodial (other than securities)
Custodial (securities)
Trustee (individual)
Trustee (bank, trust company)
Insurance agents and brokers
Insurance services
Trustee (discretionary)
Trustee (directed)
Investment advisory
(participants)
Investment advisory (plan)
Investment management
Legal
Employee (plan)
Named Fiduciary
Real estate brokerage
Securities brokerage
Valuation
Employee (plan sponsor)
Participant loan processing
Participant communication
Foreign entity
Other services
Direct payment from the plan
Investment management fees - direct
Investment management fees - indirect
Insurance brokerage
commissions & fees
Sales load