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Fidelity - H&W Services
Vendor Analysis
published on Jan 14, 2015
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Report Overview:
Fidelity is a U.S. headquartered financial services provider, offering benefits administration services.
The company's H&W service offering includes H&W administration, including COBRA admin, reimbursement/spending account services, dependent audit and verification services, and retiree health transition services, as well as HSA administration.
Who is this Report for:
NelsonHall's H&W Services Vendor Assessment for Fidelity is a comprehensive assessment of Fidelity's H&W offering and capabilities designed for:
- Sourcing managers monitoring the capabilities of existing suppliers of H&W and identifying vendor suitability for H&W RFPs
- Vendor marketing, sales, and business managers looking to benchmark themselves against their peers
- Financial analysts and investors specializing in the H&W sector.
Scope of this Report:
The report provides a comprehensive and objective analysis of Fidelity's H&W offering, capabilities, and market and financial strength, including:
- Identification of the company's strategy, emphasis, and new developments
- Analysis of the company's strengths, weaknesses, and outlook
- Revenue estimates
- Analysis of the profile of the company's customer base including the company's targeting strategy and examples of current contracts
- Analysis of the company's offerings and key service components
- Analysis of the company's delivery organization including the location of delivery locations.
Key Findings & Highlights:
Fidelity primarily targets its existing, large market DC or DB administration clients with >20k employees for its H&W administration offering. The company's employer HSA administration offering is targeted at organizations with more than 2k employees.
Fidelity serves ~1.4m participants across its H&W business.