| Highest Rated Areas of Service |
|---|
| Overall service to MEPs or PEPs | 5 votes |
| Overall service to 403(b) plans | 3 votes |
| Overall service to micro plans (<$5M) | 3 votes |
| Payroll integration | 3 votes |
| Overall service to 457 plans | 2 votes |
| Overall service to mid-size plans ( >$50M-$200M) | 2 votes |
| Regulatory or compliance support and services | 2 votes |
| Web tools and functionality for advisers | 2 votes |
| Adviser sales and marketing support | 1 vote |
| Fee clarity, accounting, disclosure or benchmarking | 1 vote |
| Fee structure for advisers | 1 vote |
| Overall service to large plans (>$200M-$1B) | 1 vote |
| Overall service to NQDC plans | 1 vote |
| Overall service to small plans ($5M-$50M) | 1 vote |
| Participant call centers and phone support | 1 vote |
| Participant website and online tools | 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 |
| Statements | 1 vote |
| Value for price of recordkeeping services | 1 vote |
