Milliman, Inc. Nationwide Qualified plan adviser votes Somewhat favorable Not favorable 19% 21% 60% 48 Overall perception among qualified advisers Very favorable Qualified plan adviser votes 8% 131 Overall perception among qualified advisers Very favorable Somewhat favorable Not favorable Plan adviser experience with provider Worked with many times Worked with several times Worked with a few times Worked with once 13% 5% 51% 31% Key service categories Overall service to micro plans Overall service to small plans Participant website and online tools Sponsor website and reporting Regulatory and compliance support Fee clarity and disclosure Value for price Plan design flexibility/customization Adviser sales/marketing support Web tools/functionality for advisers Fee structure for advisers 0 votes 1 votes 0 votes 0 votes 2 votes 1 votes 0 votes 8 votes 0 votes 0 votes 0 votes 19% 73% Plan adviser experience with provider Worked with many times Worked with several times Worked with a few times Worked with once 20% 10% 46% 24% Key service categories Overall service to micro plans Overall service to small plans Participant website and online tools Sponsor website and reporting Regulatory and compliance support Fee clarity and disclosure Value for price Plan design flexibility/customization Adviser sales/marketing support Web tools/functionality for advisers Fee structure for advisers 5 votes 7 votes 3 votes 4 votes 8 votes 6 votes 0 votes 7 votes 8 votes 2 votes 6 votes Newport Group Qualified plan adviser votes 9% 159 Overall perception among qualified advisers Very favorable Somewhat favorable Not favorable 22% 69% Plan adviser experience with provider Worked with many times Worked with several times Worked with a few times Worked with once 10% 23% 39% 28% Key service categories Overall service to micro plans Overall service to small plans Participant website and online tools Sponsor website and reporting Regulatory and compliance support Fee clarity and disclosure Value for price Plan design flexibility/customization Adviser sales/marketing support Web tools/functionality for advisers Fee structure for advisers 7 votes 8 votes 5 votes 6 votes 7 votes 5 votes 10 votes 14 votes 2 votes 4 votes 6 votes OneAmerica Paychex Qualified plan adviser votes Somewhat favorable Not favorable 12% 28% 60% 6% 153 Overall perception among qualified advisers Very favorable Qualified plan adviser votes Somewhat favorable Not favorable Plan adviser experience with provider Worked with many times Worked with several times Worked with a few times Worked with once 24% 49% 21% Key service categories Overall service to micro plans Overall service to small plans Participant website and online tools Sponsor website and reporting Regulatory and compliance support Fee clarity and disclosure Value for price Plan design flexibility/customization Adviser sales/marketing support Web tools/functionality for advisers Fee structure for advisers 4 votes 8 votes 6 votes 1 votes 2 votes 6 votes 6 votes 9 votes 7 votes 2 votes 8 votes 2% 8% 138 Overall perception among qualified advisers Very favorable 90% Plan adviser experience with provider Worked with many times Worked with several times Worked with a few times Worked with once 20% 10% 41% 29% Key service categories Overall service to micro plans Overall service to small plans Participant website and online tools Sponsor website and reporting Regulatory and compliance support Fee clarity and disclosure Value for price Plan design flexibility/customization Adviser sales/marketing support Web tools/functionality for advisers Fee structure for advisers 1 votes 0 votes 0 votes 0 votes 0 votes 0 votes 2 votes 1 votes 0 votes 0 votes 0 votes Principal Financial Group Qualified plan adviser votes Somewhat favorable Not favorable 16% 43% 41% 308 Overall perception among qualified advisers Very favorable Plan adviser experience with provider Worked with many times Worked with several times Worked with a few times Worked with once 33% 20% 33% 14% Key service categories Overall service to micro plans Overall service to small plans Participant website and online tools Sponsor website and reporting Regulatory and compliance support Fee clarity and disclosure Value for price Plan design flexibility/customization Adviser sales/marketing support Web tools/functionality for advisers Fee structure for advisers 37 votes 40 votes 31 votes 25 votes 44 votes 25 votes 9 votes 32 votes 36 votes 30 votes 14 votes planadviser.com September-October 2019 | 37http://www.planadviserdigital.com/planadviser/september_october_2019/TrackLink.action?pageName=37&exitLink=http%3A%2F%2Fplanadviser.com