Transamerica Retirement Solutions T. Rowe Price Qualified plan adviser votes Somewhat favorable Not favorable No opinion 26% 38% 31% 4% 118 Overall perception among qualified advisers Very favorable Qualified plan adviser votes Somewhat favorable Not favorable No opinion Plan adviser experience with provider Worked with many times Worked with a few times Worked with once Never worked with 43% 38% 14% 5% Top 10 service categories Adviser sales/marketing support Value for price Plan participant support Plan sponsor education materials Wholesalers Overall service to midsize plans Overall service to large plans Plan sponsor client service Overall service to small plans Participant education materials 12 votes 7 votes 7 votes 7 votes 6 votes 6 votes 6 votes 5 votes 4 votes 4 votes 43% 49% 7% 0% 81 Overall perception among qualified advisers Very favorable Vanguard Qualified plan adviser votes Somewhat favorable Not favorable No opinion Plan adviser experience with provider Worked with many times Worked with a few times Worked with once Never worked with 30% 39% 12% 19% Top 10 service categories Overall service to large plans Participant education materials Fee structure for plan sponsors Value for price Plan sponsor education materials Adviser sales/marketing support Overall service to midsize plans Plan sponsor client service Overall service to micro plans Overall service to mega plans 9 votes 9 votes 9 votes 7 votes 7 votes 5 votes 5 votes 4 votes 4 votes 4 votes 37% 49% 12% 2% 105 Overall perception among qualified advisers Very favorable Plan adviser experience with provider Worked with many times Worked with a few times Worked with once Never worked with 40% 42% 9% 9% Top 10 service categories Fee structure for plan sponsors Value for price Overall service to mega plans Overall service to large plans Overall service to small plans Overall service to micro plans Overall service to midsize plans Fee structure for advisers Wholesalers Plan sponsor education materials 9 votes 8 votes 6 votes 5 votes 5 votes 4 votes 3 votes 3 votes 3 votes 2 votes Voya Financial Qualified plan adviser votes Somewhat favorable Not favorable No opinion 29% 43% 25% 4% 37% 39% 15% 8% 105 Overall perception among qualified advisers Very favorable Wells Fargo & Co. Qualified plan adviser votes Somewhat favorable Not favorable No opinion Plan adviser experience with provider Worked with many times Worked with a few times Worked with once Never worked with Top 10 service categories Overall service to small plans Value for price Overall service to micro plans Wholesalers Fee structure for plan sponsors Fee structure for advisers Adviser sales/marketing support Participant education materials Plan participant support Overall service to midsize plans 10 votes 9 votes 7 votes 7 votes 5 votes 5 votes 5 votes 5 votes 5 votes 3 votes 16% 41% 38% 5% 61 Overall perception among qualified advisers Very favorable Want More Detail on Providers? Plan adviser experience with provider Worked with many times Worked with a few times Worked with once Never worked with 22% 32% 14% 32% Top 10 service categories Overall service to large plans Overall service to midsize plans Overall service to mega plans Value for price Fee structure for plan sponsors Fee structure for advisers Adviser sales/marketing support Participant education materials Plan participant support Plan sponsor client service 4 votes 2 votes 2 votes 1 vote 1 vote 1 vote 1 vote 1 vote 1 vote 1 vote Each year, Strategic Insight compiles primary research from advisers, as well as plan sponsors, on their experience with providers. For more information on available research reports or data, contact Jackie Scott at jackie.scott@strategic-i.com. planadviser.com September-October 2018 | 43http://www.planadviserdigital.com/planadviser/september_october_2018/TrackLink.action?pageName=43&exitLink=mailto%3Ajackie.scott%40strategic-i.com http://www.planadviserdigital.com/planadviser/september_october_2018/TrackLink.action?pageName=43&exitLink=http%3A%2F%2Fplanadviser.com