RESEARCH |
2019
PLANADVISER Retirement Plan Adviser Survey
Reported by PLANADVISER
| Art by Harry Campbell
Survey Data
Top Criteria Used to Decide Which Funds Are Appropriate for Plans
| 1ST PLACE | TOP 5 | |
|---|---|---|
| 1 Performance vs. benchmarks | 55.0% | 87.3% |
| 2 Performance (5-year return) | 10.2% | 71.4% |
| 3 Sharpe ratio | 8.5% | 57.0% |
| 4 Manager tenure | 2.3% | 52.1% |
| 5 Fee structure for plan | 4.7% | 51.3% |
| 6 Style drift | 2.1% | 39.6% |
| 7 Share class availability | 1.5% | 34.3% |
| 8 Plan demographics | 5.7% | 29.2% |
| 9 Performance (1-year return) | 0.2% | 11.0% |
| 10 Brand | 0.0% | 5.9% |
| 11 Total assets | 0.0% | 7.6% |
| 12 Adviser support | 0.8% | 5.3% |
| 13 Supporting materials | 0.2% | 4.4% |
| 14 Fee structure for adviser | 0.2% | 1.1% |