Providers
Charles Schwab
# of retirement plan adviser interactions | 150 |
Interactions vs. Adviser Recommendations | |
---|---|
Multiple interactions | 69% |
Recommend rate | 77% |
Overall Service Quartiles, by Plan Assets | |
---|---|
<$5MM | 1st quartile |
$5MM–$50MM | 2nd quartile |
>$50MM–$200MM | Top quartile |
Highest Rated Areas of Service | |||
---|---|---|---|
Participant call centers | 22% | ||
Plan design customization and flexibility | 21% | ||
Fee clarity and disclosure | 20% | ||
Regulatory and compliance support | 18% | ||
Statements | 17% |
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). |