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market share and product data for 52 providers of defined contribution recordkeeping services
2024 PLANADVISER Adviser Value Survey
DC recordkeeper evaluations are based on responses from 359 advisers who personally evaluate and recommend these providers for qualified plan clients
This excel document includes all of the underlying data collected for the 2022 PLANSPONSOR Recordkeeping Survey
Logo: 2025 PLANADVISER Adviser Choice Awards_Recordkeeping RPAY To purchase a spreadsheet containingLogo for marketing use for the 2025 PLANADVISER Adviser Choice Awards Recordkeeping. All sales are final.
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