RESEARCH |
2016
PLANADVISER Retirement Plan Adviser Survey
Advisers assess investment managers and recordkeepers
Reported by PLANADVISER
| Art by David Jien
Survey Data
Top criteria used to decide which funds are appropriate for plans
| 1st | 2nd | 3rd | 4th | 5th | |
|---|---|---|---|---|---|
| Performance (1-year return) | 3.6% | 7.3% | 41.8% | 16.4% | 30.9% |
| Performance (5-year return) | 24.5% | 34.0% | 21.7% | 14.2% | 5.7% |
| Performance vs. benchmarks | 47.6% | 26.0% | 15.4% | 7.1% | 3.9% |
| Manager tenure | 5.7% | 13.1% | 20.6% | 30.9% | 29.7% |
| Brand | 5.6% | 0.0% | 8.3% | 44.4% | 41.7% |
| Style drift | 6.3% | 9.5% | 21.4% | 30.2% | 32.5% |
| Total assets | 3.2% | 16.1% | 3.2% | 16.1% | 61.3% |
| Sharpe ratio | 16.2% | 25.7% | 21.8% | 22.9% | 13.4% |
| Share class availability | 5.6% | 15.1% | 15.9% | 33.3% | 30.2% |
| Adviser support | 7.7% | 3.8% | 11.5% | 21.2% | 55.8% |
| Supporting materials | 8.7% | 13.0% | 17.4% | 8.7% | 52.2% |
| Fee structure for adviser | 0.0% | 20.0% | 10.0% | 30.0% | 40.0% |
| Fee structure for plan | 20.2% | 21.3% | 28.9% | 18.2% | 11.5% |
| Plan demographics | 25.0% | 19.0% | 16.4% | 13.8% | 25.9% |