2025 Advisors' Choice Awards - Small Plan Market

Small Plans ($1 Million - $10 Million in AUA)

NOTE: THIS SURVEY IS FOR ADVISORS ONLY!

Advisors work with a variety of recordkeepers across different market segments, and in support of plans of all sizes and complexities. As such, YOU are extraordinarily well-positioned to compare and evaluate the strengths (and weaknesses) of this critical service.

This is your opportunity as a retirement plan advisor to provide input on the capabilities of the nation's leading recordkeeping firms in a number of key service categories. Please rate only the capabilities of the firm(s) you work with, with a "5" being "world class" service capabilities, "3" being functional, and "1" - well, needs work. PLEASE ONLY RESPOND TO CAPABILITIES WITHIN THE MARKET(S) YOU ACTUALLY TARGET/EXPERIENCE. We know that not all recordkeepers listed below actually compete in this particular market segment - so please only rank the recordkeepers that you actively work with in this market segment!

Results will be published in a future issue of NAPA-Net the Magazine and on NAPA Net.

THE FOLLOWING QUESTIONS DEAL WITH PROVIDERS SUPPORTING THE SMALL PLANS ($1 Million - $10 Million) ONLY. OTHER SEGMENTS CAN BE FOUND HERE.

PLEASE NOTE: THIS SURVEY IS FOR ADVISORS ONLY. Entries without a valid, professional email address will be disregarded.

Question Title

* 1. Your email address (for confirmation only).

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* 2. CRD Number (if none, just put 000)

Question Title

* 3. What is/are your target markets (check all that apply)?

Micro (plans with less than $1 million in assets)

Plans with between $1 and $10 million in assets

Plans with between $10 and $100 million in assets

	Needs Improvement	2	Functional	4	World Class
401GO, Inc.	401GO, Inc. Needs Improvement	401GO, Inc. 2	401GO, Inc. Functional	401GO, Inc. 4	401GO, Inc. World Class
ADP Retirement Services	ADP Retirement Services Needs Improvement	ADP Retirement Services 2	ADP Retirement Services Functional	ADP Retirement Services 4	ADP Retirement Services World Class
Alerus Retirement and Benefits	Alerus Retirement and Benefits Needs Improvement	Alerus Retirement and Benefits 2	Alerus Retirement and Benefits Functional	Alerus Retirement and Benefits 4	Alerus Retirement and Benefits World Class
Alliance Benefit Group National	Alliance Benefit Group National Needs Improvement	Alliance Benefit Group National 2	Alliance Benefit Group National Functional	Alliance Benefit Group National 4	Alliance Benefit Group National World Class
American Funds	American Funds Needs Improvement	American Funds 2	American Funds Functional	American Funds 4	American Funds World Class
AmericanTCS	AmericanTCS Needs Improvement	AmericanTCS 2	AmericanTCS Functional	AmericanTCS 4	AmericanTCS World Class
Ameritas Life Insurance Corp	Ameritas Life Insurance Corp Needs Improvement	Ameritas Life Insurance Corp 2	Ameritas Life Insurance Corp Functional	Ameritas Life Insurance Corp 4	Ameritas Life Insurance Corp World Class
Ascensus	Ascensus Needs Improvement	Ascensus 2	Ascensus Functional	Ascensus 4	Ascensus World Class
BPAS	BPAS Needs Improvement	BPAS 2	BPAS Functional	BPAS 4	BPAS World Class
CBIZ	CBIZ Needs Improvement	CBIZ 2	CBIZ Functional	CBIZ 4	CBIZ World Class
CEP Consultants, Inc.	CEP Consultants, Inc. Needs Improvement	CEP Consultants, Inc. 2	CEP Consultants, Inc. Functional	CEP Consultants, Inc. 4	CEP Consultants, Inc. World Class
ClearingGateway	ClearingGateway Needs Improvement	ClearingGateway 2	ClearingGateway Functional	ClearingGateway 4	ClearingGateway World Class
Corebridge Financial	Corebridge Financial Needs Improvement	Corebridge Financial 2	Corebridge Financial Functional	Corebridge Financial 4	Corebridge Financial World Class
Correll Co.	Correll Co. Needs Improvement	Correll Co. 2	Correll Co. Functional	Correll Co. 4	Correll Co. World Class
Empower Retirement	Empower Retirement Needs Improvement	Empower Retirement 2	Empower Retirement Functional	Empower Retirement 4	Empower Retirement World Class
Equitable	Equitable Needs Improvement	Equitable 2	Equitable Functional	Equitable 4	Equitable World Class
Fidelity Investments	Fidelity Investments Needs Improvement	Fidelity Investments 2	Fidelity Investments Functional	Fidelity Investments 4	Fidelity Investments World Class
Human Interest, Inc.	Human Interest, Inc. Needs Improvement	Human Interest, Inc. 2	Human Interest, Inc. Functional	Human Interest, Inc. 4	Human Interest, Inc. World Class
IRALOGIX	IRALOGIX Needs Improvement	IRALOGIX 2	IRALOGIX Functional	IRALOGIX 4	IRALOGIX World Class
J.P. Morgan Asset Management	J.P. Morgan Asset Management Needs Improvement	J.P. Morgan Asset Management 2	J.P. Morgan Asset Management Functional	J.P. Morgan Asset Management 4	J.P. Morgan Asset Management World Class
John Hancock Financial	John Hancock Financial Needs Improvement	John Hancock Financial 2	John Hancock Financial Functional	John Hancock Financial 4	John Hancock Financial World Class
July Business Services	July Business Services Needs Improvement	July Business Services 2	July Business Services Functional	July Business Services 4	July Business Services World Class
Lincoln Financial Group	Lincoln Financial Group Needs Improvement	Lincoln Financial Group 2	Lincoln Financial Group Functional	Lincoln Financial Group 4	Lincoln Financial Group World Class
Matrix Financial Solutions	Matrix Financial Solutions Needs Improvement	Matrix Financial Solutions 2	Matrix Financial Solutions Functional	Matrix Financial Solutions 4	Matrix Financial Solutions World Class
Milliman	Milliman Needs Improvement	Milliman 2	Milliman Functional	Milliman 4	Milliman World Class
Mutual of America Financial Group	Mutual of America Financial Group Needs Improvement	Mutual of America Financial Group 2	Mutual of America Financial Group Functional	Mutual of America Financial Group 4	Mutual of America Financial Group World Class
Nationwide Financial Services, Inc.	Nationwide Financial Services, Inc. Needs Improvement	Nationwide Financial Services, Inc. 2	Nationwide Financial Services, Inc. Functional	Nationwide Financial Services, Inc. 4	Nationwide Financial Services, Inc. World Class
Nolan Financial	Nolan Financial Needs Improvement	Nolan Financial 2	Nolan Financial Functional	Nolan Financial 4	Nolan Financial World Class
North American KTRADE Alliance, LLC	North American KTRADE Alliance, LLC Needs Improvement	North American KTRADE Alliance, LLC 2	North American KTRADE Alliance, LLC Functional	North American KTRADE Alliance, LLC 4	North American KTRADE Alliance, LLC World Class
Paychex, Inc	Paychex, Inc Needs Improvement	Paychex, Inc 2	Paychex, Inc Functional	Paychex, Inc 4	Paychex, Inc World Class
PCS Retirement	PCS Retirement Needs Improvement	PCS Retirement 2	PCS Retirement Functional	PCS Retirement 4	PCS Retirement World Class
Pentegra Retirement Services, Inc	Pentegra Retirement Services, Inc Needs Improvement	Pentegra Retirement Services, Inc 2	Pentegra Retirement Services, Inc Functional	Pentegra Retirement Services, Inc 4	Pentegra Retirement Services, Inc World Class
Pontera	Pontera Needs Improvement	Pontera 2	Pontera Functional	Pontera 4	Pontera World Class
Principal Financial Group	Principal Financial Group Needs Improvement	Principal Financial Group 2	Principal Financial Group Functional	Principal Financial Group 4	Principal Financial Group World Class
Schneider Downs Wealth Management Advisors, LP	Schneider Downs Wealth Management Advisors, LP Needs Improvement	Schneider Downs Wealth Management Advisors, LP 2	Schneider Downs Wealth Management Advisors, LP Functional	Schneider Downs Wealth Management Advisors, LP 4	Schneider Downs Wealth Management Advisors, LP World Class
Schwab Retirement Plan Services	Schwab Retirement Plan Services Needs Improvement	Schwab Retirement Plan Services 2	Schwab Retirement Plan Services Functional	Schwab Retirement Plan Services 4	Schwab Retirement Plan Services World Class
Slavic401k	Slavic401k Needs Improvement	Slavic401k 2	Slavic401k Functional	Slavic401k 4	Slavic401k World Class
T. Rowe Price	T. Rowe Price Needs Improvement	T. Rowe Price 2	T. Rowe Price Functional	T. Rowe Price 4	T. Rowe Price World Class
The Hebets Company	The Hebets Company Needs Improvement	The Hebets Company 2	The Hebets Company Functional	The Hebets Company 4	The Hebets Company World Class
The Standard	The Standard Needs Improvement	The Standard 2	The Standard Functional	The Standard 4	The Standard World Class
TIAA	TIAA Needs Improvement	TIAA 2	TIAA Functional	TIAA 4	TIAA World Class
Transamerica	Transamerica Needs Improvement	Transamerica 2	Transamerica Functional	Transamerica 4	Transamerica World Class
TruStage	TruStage Needs Improvement	TruStage 2	TruStage Functional	TruStage 4	TruStage World Class
Ubiquity Retirement + Savings	Ubiquity Retirement + Savings Needs Improvement	Ubiquity Retirement + Savings 2	Ubiquity Retirement + Savings Functional	Ubiquity Retirement + Savings 4	Ubiquity Retirement + Savings World Class
Vanguard	Vanguard Needs Improvement	Vanguard 2	Vanguard Functional	Vanguard 4	Vanguard World Class
Vestwell	Vestwell Needs Improvement	Vestwell 2	Vestwell Functional	Vestwell 4	Vestwell World Class
Voya Financial Inc.	Voya Financial Inc. Needs Improvement	Voya Financial Inc. 2	Voya Financial Inc. Functional	Voya Financial Inc. 4	Voya Financial Inc. World Class
WealthPRIME Technology, Inc.	WealthPRIME Technology, Inc. Needs Improvement	WealthPRIME Technology, Inc. 2	WealthPRIME Technology, Inc. Functional	WealthPRIME Technology, Inc. 4	WealthPRIME Technology, Inc. World Class
Wells Fargo Advisors	Wells Fargo Advisors Needs Improvement	Wells Fargo Advisors 2	Wells Fargo Advisors Functional	Wells Fargo Advisors 4	Wells Fargo Advisors World Class

Other (please specify)