Defined Contribution Plan Provider Listings continued Prudential Retirement Qualified plan adviser votes Somewhat favorable Not favorable 16% 51% 33% 179 Overall perception among qualified advisers Very favorable Securian Financial 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 23% 14% 38% 25% 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 2 votes 10 votes 8 votes 13 votes 4 votes 7 votes 16 votes 11 votes 11 votes 3 votes 29% 24% 47% 13% 17% 39% 31% The Standard 74 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 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 13 votes 11 votes 1 votes 0 votes 6 votes 7 votes 1 votes 5 votes 2 votes 1 votes 1 votes 16% 23% 61% 107 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 16% 17% 49% 18% 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 8 votes 6 votes 0 votes 5 votes 9 votes 3 votes 3 votes 10 votes 6 votes 1 votes 4 votes TIAA Transamerica Retirement Solutions Qualified plan adviser votes 5% 162 Overall perception among qualified advisers Very favorable Somewhat favorable Not favorable 33% 62% Plan adviser experience with provider Worked with many times Worked with several times Worked with a few times Worked with once 27% 19% 33% 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 0 votes 1 votes 1 votes 4 votes 2 votes 1 votes 1 votes 1 votes 2 votes 2 votes 1 votes Qualified plan adviser votes 6% 256 Overall perception among qualified advisers Very favorable Somewhat favorable Not favorable 26% 68% Plan adviser experience with provider Worked with many times Worked with several times Worked with a few times Worked with once 19% 17% 41% 23% 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 3 votes 5 votes 2 votes 7 votes 23 votes 3 votes 8 votes 8 votes 6 votes 6 votes 9 votes T. Rowe Price Qualified plan adviser votes Somewhat favorable Not favorable 22% 46% 32% 16% 31% 32% 21% 179 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 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 10 votes 12 votes 6 votes 7 votes 9 votes 9 votes 16 votes 6 votes 3 votes 2 votes 5 votes 38 | planadviser.com September-October 2019http://www.planadviserdigital.com/planadviser/september_october_2019/TrackLink.action?pageName=38&exitLink=http%3A%2F%2Fplanadviser.com