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Year
  1. 2023 204
  2. 2022
  3. 2021 300
  4. 2020 7
  5. 2019 5
  6. 2018 1
  7. 2017 2
  8. 2016 1
SOC Type
  1. SOC 1 369
  2. SOC 2 25
Service Provider
  1. Abrigo, Inc. 1
  2. Accutech Systems Corporation 1
  3. ADP, Inc. 16
  4. Advantage Resource, Inc. 1
  5. Aetna Life Insurance Company 1
  6. Alerus Retirement and Benefits 1
  7. Alight Solutions LLC 5
  8. Allen, Gibbs, & Houlik (AGH) 1
  9. Alliance Pension Consultants, LLC 1
  10. AllianceBernstein LP 1
  11. Amalgamated Bank 1
  12. AmeriBen 1
  13. American Funds Service Company 1
  14. Ameritas Life Insurance Corp. 1
  15. Ameritas Life Insurance Corp. and Ameritas Life Insurance Corp. of New York 2
  16. Amwins Group Benefits, LLC 1
  17. Aon 1
  18. Argent Trust Company 1
  19. Ascensus Trust Company 1
  20. Ascensus, LLC 2
  21. Ascentis Corporation 1
  22. Associated Trust Company 1
  23. Asure Software, Inc. 2
  24. AT Retirement Services, LLC 1
  25. AUL 1
  26. Automatic Payroll Systems, Inc. 1
  27. Avantax Planning Partners 1
  28. Bamboo HR LLC and BambooHR Payroll LLC 1
  29. Banco Popular de Puerto Rico 2
  30. Bank of America Private Bank 1
  31. Bank of America, N.A. 1
  32. Bankers Trust Company 1
  33. Benefit Consultants Group, Inc. 1
  34. Benefit Plan Administrative Services, Inc. (BPAS) 1
  35. Benefit Trust Company (BTC) 1
  36. Bensym, Inc. (BSI) 1
  37. Betterment for Business LLC 1
  38. Blue Cross Blue Shield of Illinois, Montana, New Mexico, Oklahoma, and Texas 1
  39. Blue Cross Blue Shield of Kansas, Inc. 1
  40. Blue Cross Blue Shield of Texas 1
  41. BMO Harris Bank, N.A. 1
  42. BNY Mellon 6
  43. BNY Mellon Pershing 1
  44. BOKF, NA 1
  45. Bridgeway Benefit Technologies 1
  46. Broadridge Investor Communications Solutions, Inc. 1
  47. bswift, LLC 1
  48. Cadence Business Solutions 1
  49. Capital Bank and Trust Company 1
  50. Capital Group 2
  51. CareFirst Administrator (CFA), LLC 1
  52. Caremark Rx, LLC 2
  53. CBIZ, Inc. 2
  54. CCH, Incorportated 1
  55. Ceridian HCM, Inc. 6
  56. CertiPay America, LLC. 1
  57. Charles Schwab & Co., Inc. 4
  58. Charles Schwab Trust Bank (CSTB) 1
  59. Cigna Healthcare 2
  60. Clearwater Analytics LLC 1
  61. CMFG Life Insurance Company 2
  62. Coastal Payroll Services, Inc. 1
  63. Comerica Incorporated 1
  64. Commerce Trust Company 1
  65. Commonwealth Payroll & HR 1
  66. Computershare Technology Services Inc. 2
  67. Conduent Inc. 1
  68. Corelation, Inc. 1
  69. DATIS (Continuum Cloud) 1
  70. Delta Dental of Minnesota 1
  71. Delta Dental of New Jersey 1
  72. Delta Dental of Virginia 1
  73. Delta Dental Plan of Michigan 1
  74. Deltek 3
  75. Digital Retirement Solutions 1
  76. Dominion Payroll Service 1
  77. DST Retirement Solutions, LLC 3
  78. DST Systems, Inc. 2
  79. DXC Technology Services LLC 1
  80. EdgeCo Holdings 2
  81. Ekon Benefits 1
  82. Elevance Health, Inc. 1
  83. Employee Benefit Management Services 1
  84. Employee Fiduciary, LLC 1
  85. Empower Annuity Insurance Company of America 2
  86. Empower Retirement, LLC 4
  87. EPIC Retirement Plan Services 1
  88. Equitable Financial Life Insurance Company 1
  89. eShares, Inc. DBA Carta, Inc. 1
  90. Evernorth Health, Inc. 3
  91. Fidelity Fund and Investment Operations 1
  92. Fidelity Information Services LLC (FIS) 1
  93. Fidelity Information Services, LLC 4
  94. Fidelity Information Systems (FIS) 1
  95. Fidelity Stock Plan Services LLC 1
  96. Fidelity Technology Group, LLC 1
  97. Fidelity Workplace Services LLC 4
  98. Fifth Third Bank, National Association 1
  99. Finastra 1
  100. First American Bank 1
  101. FIS Relius 1
  102. Fiserv, Inc. 2
  103. FNZ Trust Company, LLC 1
  104. Fringe Benefits, Inc. 1
  105. Frost Bank's 1
  106. FuturePlan Administrative Services, LLC 1
  107. G&A Partners 1
  108. Genesis Payroll Processing Group, LLC 1
  109. GreatBanc Trust Company 1
  110. Greenleaf Trust 1
  111. Guideline, Inc. 1
  112. Harpers Data Services, Inc. 1
  113. HealthSCOPE Benefits, Inc. 1
  114. HealthSmart Benefit Solutions, Inc. 1
  115. Heartland Payroll Solutions, Inc. 1
  116. Howard Simon & Associates, LLC 1
  117. HR&P Solutions, Inc. 1
  118. Human Interest, Inc. 1
  119. Huntington National Bank 2
  120. Infovisa, Inc. 1
  121. Inova Payroll, Inc. 1
  122. Insight Investment Management Limited 1
  123. Insperity, Inc. 1
  124. INTRUST Bank, N.A. 1
  125. Intuit 2
  126. iSolved HCM, LLC 2
  127. J.P. Morgan Private Bank 1
  128. Jack Henry & Associates, Inc. 2
  129. John Hancock 2
  130. JPMorgan Chase Bank, N.A. 1
  131. July Business Services, Inc. 1
  132. Justworks, Inc. 1
  133. KeyCorp 1
  134. KTRADE 1
  135. LeaseCrunch 1
  136. LifeWorks Inc. 1
  137. Lincoln Alliance 1
  138. Lincoln Director & Lincoln American Legacy 1
  139. Lincoln Group Variable Annuity 1
  140. LPL Financial 1
  141. LT Trust Company 1
  142. M&T Bank 1
  143. Manufacturers and Traders Trust Company 1
  144. Massachusetts Mutual Life Insurance Company 1
  145. Matrix Settlement and Clearance Services, LLC 1
  146. Matrix Trust Company 2
  147. Member Driven Technologies, LLC 1
  148. Menke Group, Inc. 1
  149. Mercer Marsh McLennan 1
  150. Mercer, Inc. Association 3
  151. Merrill Lynch, Pierce, Fenner & Smith Incorporated 3
  152. MetLife, Inc. 2
  153. Mid Atlantic Trust Company 1
  154. Millennium Trust Company, LLC (MTC) 1
  155. Milliman, Inc. 2
  156. Morgan Stanley Smith Barney LLC 1
  157. MPAY , Inc. 1
  158. Mutual of America 1
  159. Mutual of America Life Insurance Company 1
  160. Mutual of Omaha 1
  161. MVP Plan Administrators, Inc. 1
  162. Namely, Inc. 2
  163. Nationwide Financial Services, Inc. 2
  164. Navisite, LLC 3
  165. nCino, Inc. 1
  166. NCR Corporation 1
  167. Netchex (S & W Payroll Services) 1
  168. Newport Group 1
  169. Northern Trust Corporation 1
  170. Northwest Plan Services, Inc. 1
  171. Oasis Outsourcing 1
  172. Old National Wealth Management 1
  173. OneAmerica Retirement Services LLC 1
  174. OneSource Virtual, Inc. 1
  175. Oppenheimer (OPCO and OAM) 1
  176. OptumRx Administrative Services LLC 1
  177. Oracle America, Inc. 1
  178. P&A Retirement Plan Services, Inc. 1
  179. Park National Bank 1
  180. Paychex, Inc. 5
  181. Paycom Software, Inc. 2
  182. Paycor, Inc. 1
  183. PayFlex Systems USA, Inc. 1
  184. Paylocity Corporation 1
  185. Paypro Corporation 1
  186. Payroll Network, Inc. 1
  187. PayServ Systems 1
  188. PCS Retirement LLC and AdvisorTrust, Inc. 2
  189. PenChecks, Inc. 1
  190. Pentegra Services, Inc. 1
  191. Peoples Bank 1
  192. Pinnacle Bank 1
  193. PNC Financial Services Group, Inc. 2
  194. PrimePay, LLC 1
  195. Principal (PGI and PrinREI) 1
  196. Principal Bank and Principal Trust Company 1
  197. Principal Life Insurance Company 2
  198. PrismHR 1
  199. Proliant, Inc. 1
  200. Prudential Financial Inc. 1
  201. Prudential Insurance Company of America 2
  202. Randall & Hurley, Inc. 1
  203. Raymond James and Associates/, Inc. 1
  204. RBC Capital Markets, LLC. 1
  205. Regions Wealth Management 1
  206. Retirement Direct, LLC 1
  207. Retirement Plan Consultants LLC 1
  208. RHI Acquisition LLC 1
  209. Rippling 1
  210. RxBenefits, Inc. 1
  211. RxSense Holdings LLC 1
  212. Salesforce, Inc. 2
  213. SAP SE 1
  214. Saturna Trust Company 1
  215. Schwab Retirement Plan Services 2
  216. Schwab Retirement Technologies, Inc. 1
  217. Securian Financial Group 1
  218. Securian Trust Company 1
  219. Sedgwick Claims Management Services, Inc. 1
  220. SEI Private Trust Company 1
  221. Sentinel Benefits & Financial Group 1
  222. Sentric, Inc. 1
  223. Sentry Insurance Company 1
  224. Slavic Integrated Administration, Inc. 1
  225. Smart Data Solutions 1
  226. Smart-HR 1
  227. Spectrum Pension Consultants, Inc. 1
  228. SS&C Technologies Holdings, Inc. 1
  229. Standard Insurance Company 2
  230. State Street Corporation 6
  231. Stifel Nicolaus 1
  232. Stratus.hr 1
  233. Stripe, Inc. 1
  234. Sunwest Pensions 1
  235. T. Rowe Price Services, Inc. 3
  236. TD Ameritrade, Inc. 1
  237. Teachers Insurance and Annuity Association of America (TIAA-CREF) 1
  238. The Baker Group Software Solutions, Inc. 1
  239. The Capital Group Companies, Inc. 1
  240. The Retirement Plan Company, LLC 1
  241. The Trust Company of Tennessee 1
  242. The Vanguard Group, Inc. 2
  243. The Variable Annuity Life Insurance Company 1
  244. TI-TRUST 1
  245. Transamerica Retirement Solutions, LLC 2
  246. TRI-AD Actuaries, Inc. 1
  247. TriNet USA, Inc. 2
  248. Truist Financial Corporation 1
  249. Trustmark Health Benefits, Inc. 1
  250. U.S. Bank National Association 1
  251. Ubiquity Retirement & Savings 1
  252. UBS Financial Services Inc. 1
  253. UKG Inc. 6
  254. UMR, Inc. 1
  255. Unified Trust 1
  256. Union Bank and Trust Company 1
  257. United Healthcare and Optum, United Health Group Incorporated 1
  258. United Solutions Company 1
  259. UnitedHealthcare 1
  260. Upic Solutions, Inc. 1
  261. USI Consulting Group 4
  262. Versant Health, Inc. 1
  263. Viventium Software, Inc. 1
  264. Voltaire Health dba Player Compass 2
  265. Voya Institutional Plan Services, LLC 1
  266. Voya Retirement Insurance and Annuity Company 2
  267. VSP Vision Care 1
  268. Wellmark, Inc. 1
  269. Wells Fargo Bank, N.A. 2
  270. Wells Fargo Clearing Services 1
  271. Wescom Resources Group 1
  272. WEX Health, Inc. 4
  273. Willis Towers Watson Public Limited Company 1
  274. Willis Towers Watson Public Ltd Co 1
  275. Workday Inc. 2
  276. Zuora, Inc. 1
  277. Integrated International Payroll, Ltd. (iiPay) 1
  278. National Financial Services LLC 1
  279. Benecard Services, Inc. 1
  280. AccuPay HCM LLC dba Tesseon 1