| Highest Rated Areas of Service |
|---|
| Overall Service, Midsize Plans (>$50MM – $200MM) | 5 votes |
| Participant Financial Education / Wellness Resources | 5 votes |
| Plan Design Flexibility / Customization | 5 votes |
| Fee Structure for Advisers | 4 votes |
| Overall Service, Large Plans (>$200MM – $1B) | 3 votes |
| Overall Service, Mega Plans (>$1B) | 3 votes |
| Participant Call Centers / Phone Support | 3 votes |
| Quality / Consistency of Client Service Teams | 3 votes |
| Fee Clarity / Accounting / Disclosure / Benchmarking | 3 votes |
| Overall Service, Small Plans ($5MM – $50MM) | 2 votes |
| Participant Mobile Apps | 2 votes |
| Participant Statements | 2 votes |
| Participant Enrollment Materials / Support / Processing | 2 votes |
| Plan Sponsor Website, Analytics and Reporting | 2 votes |
| Regulatory / Compliance Support and Services | 2 votes |
| Value for Price of Recordkeeping Services | 2 votes |
| Adviser Sales / Marketing Support | 2 votes |
| Web Tools / Functionality for Advisers | 2 votes |
