Providers
Vanguard
Qualified plan adviser votes | 100 |
Overall perception among plan advisers | |||
---|---|---|---|
Very favorable | 32.7% | ||
Somewhat favorable | 36.2% | ||
Not favorable | 10.2% | ||
No opinion | 20.9% |
Plan adviser experience with provider | |||
---|---|---|---|
Worked with many times | 23.1% | ||
Worked with a few times | 34.7% | ||
Worked with once | 12.7% | ||
Never worked with | 29.5% |
Top 10 service categories | |||
---|---|---|---|
1 Reputation | 15 votes | ||
2 Best value for price | 11 votes | ||
3 Fee structure for advisers | 8 votes | ||
4 Adviser sales/marketing support | 7 votes | ||
5 Overall service to large plans | 6 votes | ||
5 Overall service to midsize plans | 6 votes | ||
7 Value added adviser services | 5 votes | ||
7 Best wholesalers | 5 votes | ||
7 Overall service to small plans | 5 votes | ||
10 Supporting materials | 4 votes |