RESEARCH

2015 Retirement Plan Adviser Survey

Providers

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Paychex Inc.

Qualified plan adviser votes183
Overall perception among plan advisers
Very favorable2.2%
Somewhat favorable15.8%
Not favorable64.7%
No opinion17.3%
Plan adviser experience with provider
Worked with many times31.2%
Worked with a few times34.8%
Worked with once12.3%
Never worked with21.7%
Top 10 service categories
1  Overall service to micro plans3 votes

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Retirement Plan Adviser Survey

Many Facets of Value: When selecting investment managers, advisers' top concern is performance, whereas when choosing a recordkeeper, value for price is top of mind.