| Key |
|---|
| | | | | | | | |
| Experience | | Perception |
| ADP Retirement Services |
|---|
| | | | | | | | |
| 47% | 34% | 10% | 10% | | 10% | 39% | 43% | 8% |
| Experience | | Perception |
| American Funds Distributors |
|---|
| | | | | | | | |
| 37% | 48% | 8% | 7% | | 31% | 44% | 14% | 12% |
| Experience | | Perception |
| Ascensus |
|---|
| | | | | | | | |
| 43% | 33% | 11% | 12% | | 16% | 43% | 27% | 14% |
| Experience | | Perception |
| Bank of America Merrill Lynch |
|---|
| | | | | | | | |
| 16% | 26% | 14% | 43% | | 7% | 16% | 36% | 41% |
| Experience | | Perception |
| Charles Schwab |
|---|
| | | | | | | | |
| 33% | 21% | 14% | 33% | | 26% | 39% | 6% | 29% |
| Experience | | Perception |
| Empower Retirement |
|---|
| | | | | | | | |
| 63% | 28% | 6% | 3% | | 54% | 36% | 8% | 1% |
| Experience | | Perception |
| Fidelity Investments |
|---|
| | | | | | | | |
| 77% | 18% | 3% | 2% | | 53% | 32% | 13% | 1% |
| Experience | | Perception |
| John Hancock Retirement Plan Services |
|---|
| | | | | | | | |
| 48% | 42% | 6% | 4% | | 27% | 48% | 19% | 6% |
| Experience | | Perception |
| Lincoln Financial Group |
|---|
| | | | | | | | |
| 22% | 33% | 20% | 25% | | 12% | 31% | 31% | 27% |
| Experience | | Perception |
| MassMutual Financial Group |
|---|
| | | | | | | | |
| 42% | 44% | 12% | 2% | | 17% | 54% | 23% | 5% |
| Experience | | Perception |
| Nationwide Financial |
|---|
| | | | | | | | |
| 26% | 33% | 22% | 19% | | 11% | 30% | 32% | 27% |
| Experience | | Perception |
| Newport Group |
|---|
| | | | | | | | |
| 26% | 36% | 17% | 20% | | 14% | 38% | 25% | 24% |
| Experience | | Perception |
| OneAmerica |
|---|
| | | | | | | | |
| 27% | 38% | 11% | 24% | | 18% | 34% | 26% | 23% |
| Experience | | Perception |
| Paychex |
|---|
| | | | | | | | |
| 35% | 39% | 11% | 15% | | 2% | 17% | 68% | 13% |
| Experience | | Perception |
| Principal Financial Group |
|---|
| | | | | | | | |
| 59% | 32% | 5% | 3% | | 30% | 43% | 22% | 5% |
| Experience | | Perception |
| Prudential Retirement |
|---|
| | | | | | | | |
| 34% | 31% | 15% | 19% | | 29% | 37% | 13% | 22% |
| Experience | | Perception |
| The Standard |
|---|
| | | | | | | | |
| 16% | 32% | 15% | 37% | | 12% | 32% | 10% | 45% |
| Experience | | Perception |
| TIAA |
|---|
| | | | | | | | |
| 35% | 28% | 8% | 29% | | 9% | 28% | 37% | 26% |
| Experience | | Perception |
| Transamerica Retirement Solutions |
|---|
| | | | | | | | |
| 43% | 38% | 14% | 5% | | 22% | 35% | 33% | 10% |
| Experience | | Perception |
| T. Rowe Price |
|---|
| | | | | | | | |
| 30% | 39% | 12% | 19% | | 33% | 40% | 7% | 21% |
| Experience | | Perception |
| Vanguard |
|---|
| | | | | | | | |
| 40% | 42% | 9% | 9% | | 29% | 44% | 14% | 13% |
| Experience | | Perception |
| Voya Financial |
|---|
| | | | | | | | |
| 37% | 39% | 15% | 8% | | 20% | 39% | 27% | 14% |
| Experience | | Perception |
| Wells Fargo & Co. |
|---|
| | | | | | | | |
| 22% | 32% | 14% | 32% | | 9% | 32% | 27% | 32% |
| Experience | | Perception |
*Among 236 retirement plan advisers
