Highest Rated Areas of Service |
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Enrollment materials, support and processing | 4 votes |
Participant website and online tools | 3 votes |
Fee clarity, accounting, disclosure or benchmarking | 2 votes |
Fee structure for advisers | 2 votes |
Overall service to large plans (>$200mm – $1b) | 2 votes |
Overall service to small plans ($5mm – $50mm) | 2 votes |
Quality and consistency of client service teams | 2 votes |
Web tools and functionality for advisers | 2 votes |
Adviser sales and marketing support | 1 vote |
Financial education and wellness resources | 1 vote |
Mobile apps and offerings | 1 vote |
Overall service to micro plans (<$5mm) | 1 vote |
Overall service to midsize plans (>$50mm – $200mm) | 1 vote |
Participant call centers and phone support | 1 vote |
Payroll integration | 1 vote |
Plan design flexibility and customization | 1 vote |
Plan sponsor website, analytics or reporting | 1 vote |
Regulatory or compliance support and services | 1 vote |
Statements | 1 vote |
Value for price of recordkeeping services | 1 vote |