| Highest Rated Areas of Service |
|---|
| Overall Service, Micro Plans (<$5MM) | 6 votes |
| Overall Service, Small Plans ($5MM – $50MM) | 5 votes |
| Participant Statements | 4 votes |
| Participant Enrollment Materials / Support / Processing | 4 votes |
| Participant Call Centers / Phone Support | 3 votes |
| Quality / Consistency of Client Service Teams | 3 votes |
| Adviser Sales / Marketing Support | 3 votes |
| Fee Structure for Advisers | 3 votes |
| Participant Financial Education / Wellness Resources | 2 votes |
| Regulatory / Compliance Support and Services | 2 votes |
| Service to MEPs / PEPs | 2 votes |
| Value for Price of Recordkeeping Services | 2 votes |
| Fee Clarity / Accounting / Disclosure / Benchmarking | 2 votes |
| Plan Design Flexibility / Customization | 2 votes |
| Web Tools / Functionality for Advisers | 2 votes |
