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