2012 Defined Contribution Benchmarking Report - Accounting/CPA Firms/Financial Planning
Asset International Inc, October 2011, Pages: 55
PLANSPONSOR is the trusted source for information and solutions to the global institutional retirement market. Its annual Defined Contribution (DC) Survey is the largest, most widely published survey of its kind in the United States. In 2011, the survey gathered responses from almost 6,900 employers/plan sponsors of all sizes from June-August 2011.
This Industry Report summarizes critical DC plan design information from employers in the Accounting/CPA Firms/Financial Planning industry and includes specific benchmarking data for many common plan design features/topics, including participation rates, automatic enrollment features, investment options, company match, and adviser services. The content allows readers to benchmark plan data in their area of business across five asset classes (e.g., <$5MM, $5MM-$10MM, $10MM-$50MM, $50MM-$200MM, $200MM-$1B, and >$1B) as well as to results across all industries.
1. Introduction and Overall Findings
2. Industry and Competitive Landscape
3. Plan Types and Design Features
4. "Auto" Features
5. Employer Match
6. Plan Investments
7. Participation and Eligibility
8. Plan Oversight and Administration
9. Advice and Advisers
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