Logo: 2026 PLANSPONSOR Best in Class DC Plan Provider Standouts - Gold: Plan Assets $5M-$25M CIO Asset Managers The annual PLANSPONSOR Recordkeeping Survey

The annual PLANSPONSOR Recordkeeping Survey was conducted June 2022 via an online questionnaire

This excel document includes all of the underlying data collected for the 2022 PLANSPONSOR Recordkeeping Survey

The data represent results from more than 3

The 2023 PSOY Winner hi-res logo for Corporate DC >$150MM – $250MM

the survey is based on extensive information captured from approximately 3

Logo: 2026 PLANSPONSOR Best in Class DC Plan Provider Standouts - Gold: Plan Assets $5M-$25M CIO Asset Managers The annual PLANSPONSOR Recordkeeping SurveyThe 2026 PLANSPONSOR Best in Class DC Plan Provider Standouts Gold: Plan Assets $5M$25M. All sales are final.