Providers
T. Rowe Price
# of retirement plan adviser interactions | 155 |
Interactions vs. Adviser Recommendations | |
---|---|
Multiple interactions | 67% |
Recommend rate | 64% |
Overall Service Quartiles, by Plan Assets | |
---|---|
<$5MM | 1st quartile |
$5MM–$50MM | 2nd quartile |
>$50MM–$200MM | 2nd quartile |
Highest Rated Areas of Service | |||
---|---|---|---|
Value for price | 15% | ||
Quality of client service teams | 13% | ||
Participant call centers | 12% | ||
Fee clarity and disclosure | 10% | ||
Fee structure for advisers | 9% |
Footnote: Quartiles provide a relative comparison of how frequently the recordkeeper was cited as the “best” recordkeeper in the corresponding market. 4th, or top, quartile (cited most frequently); 3rd quartile; 2nd quartile; and 1st quartile (cited least frequently). |