RESEARCH |
2014
Retirement Plan Adviser Survey
Stacking Up
Reported by PLANADVISER
| Art by Christian Northeast
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---------- |