Providers
Wells Fargo & Co.
Qualified plan adviser votes | 61 |
Overall perception among plan advisers | |||
---|---|---|---|
Very favorable | 16% | ||
Somewhat favorable | 41% | ||
Not favorable | 38% | ||
No opinion | 5% |
Plan adviser experience with provider | |||
---|---|---|---|
Worked with many times | 22% | ||
Worked with a few times | 32% | ||
Worked with once | 14% | ||
Never worked with | 32% |
Top 10 service categories | |||
---|---|---|---|
Overall service to large plans | 4 votes | ||
Overall service to midsize plans | 2 votes | ||
Overall service to mega plans | 2 votes | ||
Value for price | 1 vote | ||
Fee structure for plan sponsors | 1 vote | ||
Fee structure for advisers | 1 vote | ||
Adviser sales/marketing support | 1 vote | ||
Participant education materials | 1 vote | ||
Plan participant support | 1 vote | ||
Plan sponsor client service | 1 vote |