Defined Contribution Plan Provider Listings continued OneAmerica Qualified plan adviser votes Somewhat favorable Not favorable No opinion 27% 44% 27% 1% 77 Overall perception among qualified advisers Very favorable Paychex Qualified plan adviser votes 2% 99 Overall perception among qualified advisers Very favorable 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 27% 38% 11% 24% Top 10 service categories Fee structure for plan sponsors Web tools for advisers Wholesalers Overall service to small plans Plan sponsor client service Web tools for plan sponsors Value for price Fee structure for advisers Overall service to micro plans Adviser sales/marketing support 8 votes 4 votes 3 votes 3 votes 3 votes 3 votes 3 votes 2 votes 1 vote 1 vote 22% 71% 5% Plan adviser experience with provider Worked with many times Worked with a few times Worked with once Never worked with 35% 39% 11% 15% Top 10 service categories Wholesalers Overall service to small plans Value for price Adviser sales/marketing support Plan sponsor client service Overall service to micro plans Overall service to midsize plans Overall service to large plans Web tools for advisers Plan participant support 7 votes 3 votes 3 votes 3 votes 2 votes 2 votes 2 votes 2 votes 1 vote 1 vote Principal Financial Group Qualified plan adviser votes Somewhat favorable Not favorable No opinion 30% 46% 21% 2% 59% 32% 5% 3% 135 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 Top 10 service categories Overall service to small plans Overall service to micro plans Plan sponsor client service Plan participant support Plan sponsor education materials Adviser sales/marketing support Web tools for advisers Participant education materials Wholesalers Value for price 20 votes 19 votes 18 votes 17 votes 14 votes 11 votes 10 votes 10 votes 9 votes 9 votes Prudential Retirement Qualified plan adviser votes The Standard 77 Overall perception among qualified advisers Very favorable Somewhat favorable Not favorable No opinion 38% 47% 13% 3% Plan adviser experience with provider Worked with many times Worked with a few times Worked with once Never worked with 34% 31% 15% 19% Top 10 service categories Overall service to midsize plans Plan sponsor client service Value for price Plan sponsor education materials Adviser sales/marketing support Participant education materials Wholesalers Overall service to large plans Fee structure for plan sponsors Overall service to small plans 12 votes 6 votes 6 votes 5 votes 4 votes 4 votes 4 votes 3 votes 3 votes 2 votes Qualified plan adviser votes Somewhat favorable Not favorable No opinion 22% 57% 16% 4% 16% 32% 15% 37% 49 Overall perception among qualified advisers Very favorable TIAA 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 Value for price Plan sponsor client service Fee structure for advisers Overall service to micro plans Overall service to small plans Plan participant support Plan sponsor education materials Participant education materials Fee structure for plan sponsors Web tools for plan sponsors 4 votes 3 votes 3 votes 3 votes 2 votes 2 votes 1 vote 1 vote 1 vote 1 vote 14% 37% 44% 5% 78 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 35% 28% 8% 29% Top 10 service categories Wholesalers Fee structure for advisers Overall service to micro plans Overall service to small plans Value for price Plan sponsor client service Plan participant support Adviser sales/marketing support Plan sponsor education materials Participant education materials 4 votes 3 votes 3 votes 3 votes 2 votes 2 votes 2 votes 2 votes 1 vote 1 vote 42 | planadviser.com September-October 2018http://www.planadviserdigital.com/planadviser/september_october_2018/TrackLink.action?pageName=42&exitLink=http%3A%2F%2Fplanadviser.com