2020
PLANADVISER Retirement Plan Adviser Survey

Providers

Providers

Ascensus

# of retirement plan adviser interactions221
Interactions vs. Adviser Recommendations
Multiple interactions83%
Recommend rate49%
Overall Service Quartiles, by Plan Assets
<$5MM3rd quartile
$5MM–$50MM2nd quartile
>$50MM–$200MM1st quartile
Highest Rated Areas of Service
Value for price15%
Fee clarity and disclosure9%
Fee structure for advisers7%
Plan design customization and flexibility6%
Quality of client service teams5%
Footnote: Quartiles provide a relative comparison of how frequently the recordkeeper was cited as the “best” recordkeeper in the corresponding market. 4th, or top, quartile (cited most frequently); 3rd quartile; 2nd quartile; and 1st quartile (cited least frequently).