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March 14th, 2019 |
 | 2019 PLANADVISER Micro Plan SurveyOnly 24% of these micro plans have an adviser who serves as a 3(21) fiduciary, yet this is true for 37% of plans overall. While the micro plans are pretty much in lockstep with larger plans when it comes to reviewing fund performance (94% do so vs. 96% of all plans) and offering plan investment selection guidance (91% vs. 93%), there are several areas where the micro plans fell short.
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