RESEARCH |

2015
PLANADVISER Micro Plan Survey

The unique opportunities of micro plans

Reported by PLANADVISER | Art by Sam Lynn
Art by Sam Lynn
Best In Class
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2014 PLANADVISER Micro Plan Survey: Best in Class Awards

PERCENT OF RESPONDENTS 'COMPLETELY SATISFIED' WITH SERVICE OFFERING(S)
PROVIDERS# OF RESPSALL PARTICIPANTALL SPONSORACCOUNT TEAM/REPSTECHNOLOGYEDUCATIONADMIN SERVICESFEES AND INVESTMENTSBEST IN CLASS AWARDS
American Trust Retirement2672%75%83%63%70%81%71%13
Ascensus19762%69%74%63%54%73%57%8
BB&T Retirement and Inst Svcs4467%73%81%65%65%77%56%13
BOK Financial2670%76%81%71%65%80%67%12
Correll Co.2786%91%95%87%82%95%82%23
CUNA Mutual Retirement Solutions4249%53%56%47%45%59%43%2
DailyAccess Corp.3770%77%81%72%65%79%68%19
Fidelity Investments3148%53%58%41%38%64%48%3
Great-West Financial*22960%64%69%59%52%70%59%8
John Hancock Retirement Plan Svcs2558%57%60%56%50%66%53%0
MassMutual Financial Group10456%64%70%56%49%66%57%8
MBM Advisors Inc.3171%76%85%67%70%82%57%22
The Newport Group2677%84%89%76%71%90%73%20
OneAmerica Retirement Services LLC5649%56%61%49%43%58%47%3
Principal Financial Group3046%52%54%49%41%55%43%2
The Standard2568%72%76%55%70%79%70%12
Transamerica Retirement Solutions6167%74%79%66%63%76%63%13
VALIC2670%73%79%69%65%76%66%6
Voya Financial3769%69%75%60%73%74%63%10
OTHER NOTABLE PROVIDERS (as listed below)12053%56%57%47%49%64%55%NA†
ADP Retirement Services22--------
Alliance Benefit Group7--------
American Funds Distributors6--------
ICMA-RC1--------
Lincoln Financial Group5--------
MetLife Resources1--------
Nationwide Financial15--------
Paychex Inc.2--------
Securian Financial Group17--------
SunTrust Bank16--------
TIAA-CREF15--------
Vanguard13--------
*Empower is the retirement services business of Great-West Financial, which recently completed its acquisition of the J.P. Morgan Retirement Plan Services large-market recordkeeping business and is integrating the retirement business of Putnam Investments.
†Not applicable.