| Highest Rated Areas of Service |
|---|
| Participant Call Centers / Phone Support | 3 votes |
| Regulatory / Compliance Support and Services | 3 votes |
| Plan Design Flexibility / Customization | 3 votes |
| Adviser Sales / Marketing Support | 3 votes |
| Overall Service, Small Plans ($5MM – $50MM) | 2 votes |
| Participant Statements | 2 votes |
| Participant Enrollment Materials / Support / Processing | 2 votes |
| Participant Financial Education / Wellness Resources | 2 votes |
| Value for Price of Recordkeeping Services | 2 votes |
| Overall Service, Micro Plans (<$5MM) | 1 vote |
| Overall Service, Midsize Plans (>$50MM – $200MM) | 1 vote |
| Overall Service, Large Plans (>$200MM – $1B) | 1 vote |
| Quality / Consistency of Client Service Teams | 1 vote |
| Service to MEPs / PEPs | 1 vote |
| Fee Clarity / Accounting / Disclosure / Benchmarking | 1 vote |
| Payroll Integration | 1 vote |
| Fee Structure for Advisers | 1 vote |
