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Year
  1. 2024 49
  2. 2023 462
  3. 2022 395
  4. 2021 300
  5. 2020 9
  6. 2019 8
  7. 2018 1
  8. 2017 2
  9. 2016 1
SOC Type
  1. SOC 1 1153
  2. SOC 2 74
Service Provider
  1. 1st Source Bank 1
  2. Abrigo, Inc. 1
  3. Accutech Systems Corporation 1
  4. ADP, Inc. 57
  5. Advantage Resource, Inc. 3
  6. Aetna Life Insurance Company 4
  7. AGH 1
  8. AIG Retirement Services, Inc. 1
  9. Alerus Retirement and Benefits 3
  10. Alight Solutions LLC 10
  11. Allen, Gibbs, & Houlik (AGH) 2
  12. Alliance Pension Consultants, LLC 3
  13. AllianceBernstein LP 3
  14. Altera Payroll and Insurance 1
  15. Amalgamated Bank 2
  16. AmeriBen 2
  17. American Funds Service Company 5
  18. American United Life Insurance Company 1
  19. Ameritas Life Insurance Corp. 2
  20. Ameritas Life Insurance Corp. and Ameritas Life Insurance Corp. of New York 7
  21. Amwins Group Benefits, LLC 2
  22. Anthem, Inc. 1
  23. Aon 4
  24. Aptify Corporation dba Community Brands 1
  25. Argent Trust Company 3
  26. Ascender Cloud Services Pty Ltd 1
  27. Ascensus Trust Company 3
  28. Ascensus, LLC 6
  29. Ascentis Corporation 2
  30. Aspire Financial Services LLC 1
  31. Associated Trust Company 3
  32. Asure Software, Inc. 4
  33. AT Retirement Services, LLC 1
  34. AUL 2
  35. Automatic Payroll Systems, Inc. 2
  36. Avantax Planning Partners 3
  37. Bamboo HR LLC and BambooHR Payroll LLC 1
  38. Banco Popular de Puerto Rico 5
  39. Bank of America Private Bank 1
  40. Bank of America, N.A. 6
  41. Bankers Trust Company 2
  42. Beneco Systems, LLC 1
  43. Benefit Consultants Group, Inc. 3
  44. Benefit Express Services, LLC 1
  45. Benefit Plan Administrative Services, Inc. (BPAS) 3
  46. Benefit Trust Company (BTC) 3
  47. BeneSys, Inc. 3
  48. Bensym, Inc. (BSI) 1
  49. Betterment for Business LLC 3
  50. Blue Cross Blue Shield of Illinois, Montana, New Mexico, Oklahoma, and Texas 1
  51. Blue Cross Blue Shield of Kansas, Inc. 3
  52. Blue Cross Blue Shield of Texas 2
  53. Bluestar Retirement Services, Inc. 1
  54. BMO Harris Bank, N.A. 2
  55. BNY Mellon 15
  56. BNY Mellon Pershing 3
  57. BOKF, NA 2
  58. Bridgeway Benefit Technologies 1
  59. Broadridge Investor Communications Solutions, Inc. 1
  60. bswift, LLC 4
  61. Cadence Business Solutions 2
  62. Capital Bank and Trust Company 5
  63. Capital Confirmation, Inc. 2
  64. Capital Group 6
  65. CareFirst Administrator (CFA), LLC 2
  66. Caremark Rx, LLC 6
  67. CBIZ Benefits & Insurance Services, Inc. 3
  68. CBIZ, Inc. 3
  69. CCH, Incorportated 1
  70. Ceridian HCM, Inc. 15
  71. CertiPay America, LLC. 2
  72. Charles Schwab & Co., Inc. 13
  73. Charles Schwab Trust Bank (CSTB) 1
  74. Cigna Healthcare 5
  75. Clearwater Analytics LLC 2
  76. CMFG Life Insurance Company 4
  77. CoAdvantage Corporation 2
  78. Coastal Payroll Services, Inc. 2
  79. Cognizant Technology Solutions India Private Limited 1
  80. Comerica Incorporated 2
  81. Commerce Trust Company 3
  82. Commonwealth Payroll & HR 1
  83. Complete Payroll Processing, Inc. 2
  84. Complete Payroll Solutions (CPS) 1
  85. Computershare Technology Services Inc. 4
  86. Conduent Inc. 2
  87. Connecticut On-Line Computer Center, Inc. 2
  88. Corelation, Inc. 1
  89. Cuna Mutual Group 2
  90. Cyxtera Data Centers, Inc. 1
  91. DATIS (Continuum Cloud) 2
  92. Delta Dental of California 5
  93. Delta Dental of Michigan 1
  94. Delta Dental of Minnesota 3
  95. Delta Dental of New Jersey 2
  96. Delta Dental of Virginia 2
  97. Delta Dental Plan of Michigan 3
  98. Deltek 4
  99. Digital Retirement Solutions 3
  100. Dominion Payroll Service 2
  101. DST Retirement Solutions, LLC 5
  102. DST Systems, Inc. 6
  103. DXC Technology Services LLC 3
  104. EdgeCo Holdings 6
  105. Ekon Benefits 3
  106. Elevance Health, Inc. 3
  107. Employee Benefit Management Services 2
  108. Employee Fiduciary, LLC 3
  109. Empower Annuity Insurance Company of America 4
  110. Empower Retirement, LLC 15
  111. Envision Financial Systems, Inc. 1
  112. EPIC Retirement Plan Services 3
  113. Equitable Financial Life Insurance Company 4
  114. eShares, Inc. DBA Carta, Inc. 2
  115. Evernorth Health, Inc. 6
  116. Excellus Health Plan, Inc. 1
  117. FHN Financial, Inc. 1
  118. Fidelity Fund and Investment Operations 2
  119. Fidelity Information Services LLC (FIS) 3
  120. Fidelity Information Services, LLC 13
  121. Fidelity Information Systems (FIS) 2
  122. Fidelity Stock Plan Services LLC 1
  123. Fidelity Technology Group, LLC 3
  124. Fidelity Workplace Services LLC 8
  125. Fifth Third Bank, National Association 3
  126. Financial Data Services, LLC 1
  127. Finastra 2
  128. FinSer Corporation 1
  129. First American Bank 3
  130. First Horizon Bank 1
  131. First State Trust Company 1
  132. FIS Relius 2
  133. FIS, LLC 4
  134. Fiserv, Inc. 8
  135. FNZ Trust Company, LLC 1
  136. Fringe Benefits Design of Minnesota, Inc. 1
  137. Fringe Benefits, Inc. 2
  138. Frost Bank's 1
  139. FuturePlan Administrative Services, LLC 3
  140. G&A Partners 2
  141. Gallagher Bassett Services, Inc. 1
  142. Genesis Payroll Processing Group, LLC 2
  143. GreatBanc Trust Company 4
  144. Greenleaf Trust 2
  145. Guideline, Inc. 3
  146. Gusto, Inc. 1
  147. Harpers Data Services, Inc. 3
  148. HealthSCOPE Benefits, Inc. 1
  149. HealthSmart Benefit Solutions, Inc. 1
  150. Heartland Payroll Solutions, Inc. 3
  151. Howard Simon & Associates, LLC 2
  152. HR&P Solutions, Inc. 2
  153. Human Interest, Inc. 4
  154. Humana Inc. 1
  155. Huntington National Bank 5
  156. Infovisa, Inc. 1
  157. Inova Payroll, Inc. 3
  158. Insight Investment Management Limited 2
  159. Insperity, Inc. 3
  160. INTRUST Bank, N.A. 3
  161. Intuit 3
  162. iSolved HCM, LLC 4
  163. J.P. Morgan Asset Management 1
  164. J.P. Morgan Private Bank 3
  165. Jack Henry & Associates, Inc. 5
  166. John Hancock 9
  167. JPMorgan Chase Bank, N.A. 5
  168. JPMorgan Securities LLC 1
  169. July Business Services, Inc. 3
  170. Justworks, Inc. 2
  171. KeyCorp 3
  172. KTRADE 2
  173. Kyndryl Canada Ltd. 1
  174. LeaseCrunch 3
  175. LifeWorks Inc. 1
  176. Lincoln Alliance 2
  177. Lincoln Director & Lincoln American Legacy 2
  178. Lincoln Financial Group 2
  179. Lincoln Group Variable Annuity 1
  180. Lincoln National Life Insurance Company 1
  181. Loomis Armored US, LLC 1
  182. LPL Financial 3
  183. LT Trust Company 2
  184. M&T Bank 3
  185. Manufacturers and Traders Trust Company 3
  186. Massachusetts Mutual Life Insurance Company 1
  187. Matrix Settlement and Clearance Services, LLC 3
  188. Matrix Trust Company 12
  189. Medical Mutual of Ohio 1
  190. Member Driven Technologies, LLC 1
  191. Menke Group, Inc. 1
  192. Mercer Marsh McLennan 2
  193. Mercer, Inc. Association 4
  194. Meritain Health 2
  195. Merrill Lynch, Pierce, Fenner & Smith Incorporated 8
  196. MetLife, Inc. 4
  197. MG Stover & Co. 1
  198. Mid Atlantic Trust Company 3
  199. Millennium Trust Company, LLC (MTC) 1
  200. Milliman, Inc. 7
  201. Morgan Stanley Smith Barney LLC 3
  202. MPAY , Inc. 3
  203. MTGI 1
  204. Mutual Funds Service Company 1
  205. Mutual of America 2
  206. Mutual of America Life Insurance Company 3
  207. Mutual of Omaha 3
  208. MVP Plan Administrators, Inc. 2
  209. Namely, Inc. 4
  210. National Account Service Company, LLC (NASCO) 1
  211. Nationwide Financial Services, Inc. 8
  212. Navisite, LLC 8
  213. nCino, Inc. 1
  214. NCR Corporation 2
  215. Nelnet Business Solutions (NBS) 2
  216. Netchex (S & W Payroll Services) 2
  217. Newport Group 4
  218. Northern Trust Corporation 6
  219. Northwest Plan Services, Inc. 2
  220. Oasis Outsourcing 1
  221. October Three Consulting, LLC 2
  222. Old National Wealth Management 1
  223. OneAmerica Retirement Services LLC 3
  224. OneSource Virtual, Inc. 2
  225. Oppenheimer (OPCO and OAM) 2
  226. OptumRx Administrative Services LLC 3
  227. Oracle America, Inc. 4
  228. P&A Retirement Plan Services, Inc. 2
  229. Park National Bank 3
  230. Paychex, Inc. 18
  231. Payco, Inc. 2
  232. Paycom Software, Inc. 8
  233. Paycor Payroll Processing 1
  234. Paycor, Inc. 4
  235. PayFlex Systems USA, Inc. 2
  236. Paylocity Corporation 4
  237. PayPal, Inc. 2
  238. Paypro Corporation 3
  239. Payroll Network, Inc. 3
  240. Payroll Resource Group (PRG) 2
  241. PayServ Systems 1
  242. PCS Retirement LLC and AdvisorTrust, Inc. 4
  243. PenChecks, Inc. 3
  244. PenServ Plan Services, Inc. 2
  245. Pentegra Services, Inc. 3
  246. Peoples Bank 2
  247. Pinnacle Bank 3
  248. Plan Administrators, Inc. 2
  249. PMA Management Corp. 1
  250. PNC Financial Services Group, Inc. 6
  251. PrimePay, LLC 3
  252. Principal (PGI and PrinREI) 2
  253. Principal Bank and Principal Trust Company 2
  254. Principal Global Investors, LLC and Principal Real Estate Investors, LLC 1
  255. Principal Life Insurance Company 5
  256. PrismHR 3
  257. Proliant, Inc. 3
  258. Prudential Financial Inc. 1
  259. Prudential Insurance Company of America 3
  260. Prudential Retirement Insurance and Annuity Company 2
  261. QTS Payroll Service, Inc. 1
  262. Randall & Hurley, Inc. 3
  263. Raymond James and Associates/, Inc. 1
  264. RBC Capital Markets, LLC. 2
  265. Regions Wealth Management 2
  266. Retirement Direct, LLC 3
  267. Retirement Plan Consultants LLC 4
  268. RHI Acquisition LLC 2
  269. Rippling 4
  270. Robert W. Baird & Co Incorporated 2
  271. RxBenefits, Inc. 2
  272. RxSense Holdings LLC 1
  273. Salesforce, Inc. 5
  274. SAP SE 3
  275. Saturna Trust Company 2
  276. Schwab Retirement Plan Services 3
  277. Schwab Retirement Technologies, Inc. 3
  278. Securian Financial Group 2
  279. Securian Trust Company 3
  280. Sedgwick Claims Management Services, Inc. 2
  281. SEI Private Trust Company 5
  282. Sentinel Benefits & Financial Group 2
  283. Sentric, Inc. 1
  284. Sentry Insurance Company 3
  285. Slavic Integrated Administration, Inc. 3
  286. Smart Data Solutions 2
  287. Smart-HR 2
  288. Spectrum Pension Consultants, Inc. 3
  289. SS&C Technologies Holdings, Inc. 6
  290. Standard Insurance Company 6
  291. Stanley Benefit Services, Inc. 1
  292. State Street Corporation 14
  293. Stifel Nicolaus 2
  294. Stratus.hr 1
  295. Stripe, Inc. 4
  296. Sunwest Pensions 1
  297. T. Rowe Price Associates, Inc. 4
  298. T. Rowe Price Services, Inc. 5
  299. TD Ameritrade, Inc. 2
  300. Teachers Insurance and Annuity Association of America (TIAA-CREF) 4
  301. The Baker Group Software Solutions, Inc. 1
  302. The Capital Group Companies, Inc. 4
  303. The Charles Schwab Trust Bank 1
  304. The Lincoln National Life Insurance Company and Lincoln Life & Annuity Company of New York 1
  305. The Prudential Insurance Company of America 1
  306. The Retirement Plan Company, LLC 3
  307. The Trust Company of Tennessee 2
  308. The Vanguard Group, Inc. 5
  309. The Variable Annuity Life Insurance Company 2
  310. TI-TRUST 3
  311. Total Administrative Services Corporation (TASC) 1
  312. TPP Retirement Plan Specialists 2
  313. Transamerica Retirement Solutions, LLC 5
  314. TRI-AD Actuaries, Inc. 1
  315. TriNet USA, Inc. 4
  316. Truist Financial Corporation 2
  317. Trust Company of Illinois 2
  318. Trust Point 1
  319. Trust Technology Solutions, LLC 1
  320. Trustmark Health Benefits, Inc. 2
  321. U.S. Bank National Association 3
  322. Ubiquity Retirement & Savings 1
  323. UBS Financial Services Inc. 3
  324. UKG Inc. 19
  325. UMB Bank, n.a. 1
  326. UMR, Inc. 3
  327. Unified Trust 2
  328. Union Bank and Trust Company 2
  329. United Healthcare and Optum, United Health Group Incorporated 1
  330. United Solutions Company 1
  331. UnitedHealthcare 4
  332. Upic Solutions, Inc. 1
  333. USI Consulting Group 10
  334. Versant Health, Inc. 2
  335. Viewpoint, Inc. 1
  336. Vining-Sparks IBG, L.P. 1
  337. Vision Service Plan (VSP) 1
  338. Viventium Software, Inc. 1
  339. Voltaire Health dba Player Compass 2
  340. Voya Institutional Plan Services, LLC 3
  341. Voya Retirement Insurance and Annuity Company 3
  342. Voya Services Company 2
  343. VSP Vision Care 1
  344. Wellmark, Inc. 1
  345. Wells Fargo Bank, N.A. 7
  346. Wells Fargo Clearing Services 3
  347. Wescom Resources Group 1
  348. WEX Health, Inc. 7
  349. Willis Towers Watson Public Limited Company 1
  350. Willis Towers Watson Public Ltd Co 3
  351. Workday Inc. 8
  352. Zelis Payments, LLC 2
  353. Zenith American Solutions, Inc. 3
  354. Zuora, Inc. 1
  355. Harbour Benefit Holdings, Inc. 1
  356. Northeast Investment Management, Inc. 1
  357. Integrated International Payroll, Ltd. (iiPay) 1
  358. Zoura, Inc. 1
  359. National Financial Services LLC 3
  360. Benecard Services, Inc. 2
  361. TEOCO Corporation 1
  362. IBM Consulting 1
  363. Hilton Worldwide Holdings Inc. 1
  364. Blue Cross Blue Shield of Montana 1
  365. Prime Therapeutics LLC 1
  366. MVP Select Care, Inc. 1
  367. Pro EMS 1
  368. Harbinger Technology Solutions, LLC 1
  369. FMR LLC 1
  370. isolved, Inc. 3
  371. Synergent 1
  372. PayServ Corporation 1
  373. Strategy Execution Partners, LLC (StratEx) 1
  374. Extensis Group LLC 1
  375. Bangor Payroll 1
  376. Sage Intacct, Inc. 1
  377. Corporation Service Company 1
  378. Kelly & Associates Financial Services, Inc. 2
  379. Primepoint, LLC 2
  380. Plate IQ 1
  381. Fiduciary Trust International 1
  382. Liberty Mutual Group Inc. 1
  383. Thomson Reuters 1
  384. Cheetah, LLC 1
  385. QwickAnalytics 1
  386. AccuPay HCM LLC dba Tesseon 1
  387. TriNet Zenefits 1
  388. Luminare Health Benefits 1
  389. Northwest Investment Consulting, Inc. 1
  390. PointClickCare Technologies, Inc. 2
  391. BASIC Benefits, LLC 1
  392. Sentinel Group 2
  393. Delta Dental of Missouri 1
  394. Deep Future Analytics, LLC 1
  395. Vimly Benefit Solutions, Inc. 1
  396. T. Rowe Price 2
  397. TruPay 1
  398. Blue Cross Blue Shield of Tennessee 1
  399. SS&C Retirement Solutions, LLC 1
  400. Mercer (US) LLC 3
  401. Quick Med Claims 1
  402. Trimble Inc. 2
  403. Allegiance Benefit Plan Management 1
  404. Pacific Investment Management Company LLC (PIMCO) 1
  405. Daxko, LLC 1
  406. Empyrean Benefit Solutions, Inc. 1
  407. Orenda Retirement 1
  408. Joseph E. Mastrianni, Inc. 2
  409. Adobe Inc. 1
  410. Amalgamated Bank of Chicago 1
  411. Benefitfocus.com, Inc. 1
  412. Bamboo HR LLC 1
  413. Computershare Inc. 2
  414. Erie Custom Computer Applications, Inc. 1
  415. HealthEquity, Inc. 1
  416. AllianceHCM, LLC 1
  417. Alliance Payroll Services, LLC 1
  418. TRI-AD Actuaries, LLC 1
  419. Busey Bank 1
  420. Evernorth Health Services 2
  421. TD Ameritrade Clearing, Inc. 1
  422. Gulf Coast Bank and Trust Company 1
  423. Ubiquity Retirement + Savings 2
  424. Buck Global, LLC 1
  425. Ascentis 1
  426. Fi-Tek, LLC 1
  427. BMO Bank, N.A. 1
  428. ExponentHR 1
  429. Creative Planning Payroll 1
  430. TELUS Health 2
  431. Foundant Technologies, Inc. 1
  432. Pension Corporation of America 1
  433. Menke and Associates, Inc. 2
  434. Morgan Stanley Fund Services Inc. 1
  435. Dayforce, Inc. 2
  436. FinDec Benefit Services, Inc. 1
  437. Goldman Sachs & Co. LLC 1
  438. Fringe Benefit Group, Inc. 1
  439. United Concordia Companies, Inc. 1
  440. USI Insurance Services, LLC 2
  441. GTM Payroll Services Inc. 1
  442. Highmark Inc. 1
  443. BILL Operations, LLC 1
  444. Blue Cross and Blue Shield of Kansas City 1
  445. ForUsAll Inc. 1
  446. AlphaStaff, Inc. 1
  447. Aegis Processing Solutions, Inc. 1
  448. Blackbaud, Inc. 1
  449. Blue Ridge ESOP Associates 1
  450. Raymond James & Associates, Inc. 1
  451. First National Trust Company 1
  452. Optum Financial 1
  453. Vestwell Holdings Inc. 1
  454. Insperity Payroll Services, L.L.C. 1
  455. Broadridge Corporate Issuer Solutions, LLC 1
  456. PeopleStrategy, Inc. 1
  457. The Benecon Group, LLC 1
  458. Dominion Payroll 1
  459. MedCost Benefit Services, LLC 1
  460. First Citizens Bank & Trust Company 1
  461. Heartland Payment Systems 2
  462. SouthState Retirement Plan Services 1
  463. Cencora 1
  464. RedSail Technologies, LLC 1
  465. Corellian Software, Inc. 1