RESEARCH |
2018
PLANADVISER Retirement Plan Adviser Survey
Reported by PLANADVISER
| Art by Muhammad Mustafa
Survey Data
Top Criteria Used to Decide Which Funds Are Appropriate for Plans
| 1st | 2nd | 1st or 2nd | |
|---|---|---|---|
| 1 Performance vs. benchmarks | 44.0% | 28.0% | 72.0% |
| 2 Performance (5-year return) | 20.5% | 16.5% | 37.0% |
| 3 Fee structure for plan | 14.0% | 19.0% | 33.0% |
| 4 Plan demographics | 6.5% | 4.5% | 11.0% |
| 5 Sharpe ratio | 5.0% | 14.0% | 19.0% |
| 6 Manager tenure | 4.5% | 10.0% | 14.5% |
| 7 Share class availability | 3.0% | 4.0% | 7.0% |
| 8 Style drift | 2.5% | 3.0% | 5.5% |
| 9 Performance (1-year return) | 1.0% | 3.0% | 4.0% |
| 10 Brand | 1.0% | 1.5% | 2.5% |
| 11 Total assets | 0.5% | 0.0% | 0.5% |
| 12 Adviser support | 0.5% | 0.0% | 0.5% |
| 13 Fee structure for adviser | 0.0% | 0.5% | 0.5% |
| 14 Supporting materials | 0.0% | 0.0% | 0.0% |