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