Survey Data
Top-Rated Investment Firms (194 advisers voting)
Adv support/Value-added services | Votes |
---|---|
1 J.P. Morgan | 23---------- |
2 BlackRock | 18---------- |
3 American Funds | 15---------- |
4 Fidelity | 14---------- |
5 Invesco | 11---------- |
Plan participant support | Votes |
1 Fidelity | 28---------- |
2 Principal | 13---------- |
3 John Hancock | 12---------- |
4 Vanguard | 9---------- |
5 American Funds | 7---------- |
Reputation | Votes |
1 Vanguard | 44---------- |
2 American Funds | 33---------- |
3 Fidelity | 24---------- |
4 T. Rowe Price | 12---------- |
5 Dimensional Fund Advisors | 9---------- |
Plan sponsor education materials | Votes |
1 Fidelity | 27---------- |
2 J.P. Morgan | 13---------- |
3 John Hancock | 11---------- |
4 American Funds | 7---------- |
4 BlackRock | 7---------- |
4 Vanguard | 7---------- |
Supporting materials | Votes |
1 Fidelity | 14---------- |
1 J.P. Morgan | 14---------- |
3 American Funds | 13---------- |
4 BlackRock | 10---------- |
4 Vanguard | 10---------- |
Wholesalers | Votes |
1 J.P. Morgan | 16---------- |
2 American Funds | 13---------- |
3 BlackRock | 11---------- |
3 Fidelity | 11---------- |
5 Invesco | 10---------- |
Fund fact sheets | Votes |
1 American Funds | 23---------- |
2 Fidelity | 15---------- |
2 Vanguard | 15---------- |
4 BlackRock | 10---------- |
4 J.P. Morgan | 10---------- |
Participant education materials | Votes |
1 Fidelity | 27---------- |
2 American Funds | 17---------- |
3 John Hancock | 10---------- |
4 Principal | 9---------- |
5 BlackRock | 7---------- |
5 Vanguard | 7---------- |
Quarterly evaluation materials | Votes |
1 J.P. Morgan | 15---------- |
2 Fidelity | 14---------- |
3 American Funds | 10---------- |
4 Principal | 8---------- |
4 Vanguard | 8---------- |
Plan sponsor support | Votes |
1 Fidelity | 27---------- |
2 J.P. Morgan | 10---------- |
3 Principal | 9---------- |
4 American Funds | 8---------- |
4 BlackRock | 8---------- |
Investment value for price | Votes |
1 Vanguard | 78---------- |
2 American Funds | 38---------- |
3 Dimensional Fund Advisors | 14---------- |
4 T. Rowe Price | 8---------- |
5 BlackRock | 4---------- |
5 Invesco | 4---------- |