Providers
Fidelity Investments
Qualified plan adviser votes | 195 |
Overall perception among plan advisers | |||
---|---|---|---|
Very favorable | 33.7% | ||
Somewhat favorable | 44.8% | ||
Not favorable | 17.2% | ||
No opinion | 4.2% |
Plan adviser experience with provider | |||
---|---|---|---|
Worked with many times | 47.7% | ||
Worked with a few times | 33.9% | ||
Worked with once | 10.0% | ||
Never worked with | 8.4% |
Top 10 service categories | |||
---|---|---|---|
1 Reputation | 59 votes | ||
2 Overall service to small plans | 36 votes | ||
3 Overall service to midsize plans | 35 votes | ||
3 Overall service to large plans | 35 votes | ||
5 Plan sponsor education materials | 32 votes | ||
6 Overall service to mega plans | 31 votes | ||
7 Supporting materials | 29 votes | ||
8 Participant education materials | 28 votes | ||
9 Adviser sales/marketing support | 26 votes | ||
9 Plan participant support | 26 votes |