2017
PLANADVISER Micro Plan Survey

Small plans are big business.

Best In Class

Best In Class

= Best in Class award; = Service Commendation; = Received too few ratings in category to be eligible for recognitions.
Technology
Participant call centerParticipant WebsiteSponsor websitePlan reportingPlan analytics/ benchmarking
Plan Assets <$5MM (minimum of 25 responses; Best in class benchmark of 60%)
American Trust
Ascensus
BB&T Retirement and Institutional Services
Correll Co.
CUNA Retirement Solutions
Empower Retirement
Fidelity Investments
John Hancock Retirement Plan Services
Nationwide
Newport Group
OneAmerica
Paychex, Inc.
Principal Financial Group
Sentinel Benefits & Financial Group
The Standard
Transamerica Retirement Solutions
T. Rowe Price
VALIC
Voya Financial

For more information on detailed research available by plan size, industry or plan provider, please contact Brian O’Keefe at Brian.Okeefe@strategic-i.com.