2011 Best In Class
All providers listed qualified for Best in Class awards based on having at least 15 client
responses per service category in the micro, small, or mid asset categories, or 10 client
responses in the large or mega asset categories. Best in Class awards are given to qualified
providers with average scores in the top quartile for each individual category.
PARTICIPANT SERVICES
SPONSOR SERVICES
Micro Market
<$5MM
ADP Retirement Services
American Trust
Ascensus
AUL (OneAmerica)
Bank of America Merrill Lynch
BB&T Institutional Services
BOK Financial
Correll Co.
CPI Qualified Plan Consultants, Inc.
CUNA Mutual Group
DailyAccess Corp.
ExpertPlan, Inc.
Fidelity Investments
Great-West Retirement Services
The Hartford
ING
John Hancock Retirement Plan Svcs
BMO Institutional Trust Services•
MassMutual Financial Group
MBM Advisors Inc.
Mutual of Omaha
Nationwide Financial
New York Life Retirement Plan Svcs
The Newport Group
Principal Financial Group
Professional Capital Services (PCS)
Retirement Alliance (RAI)
Securian Financial Group
The Standard
Steele Capital Management
Sun Trust Bank
Transamerica Retirement Services
Wells Fargo & Co.
• formerly M&I Institutional Trust Services
Participant call center
Loan/withdrawal processing
Compliance support/testing
Plan reports/benchmarking
Beneficiary administration
Communication materials
Account team knowledge
Participant fee disclosure
Legislative/reg. updates
Service responsiveness
Participant statements
Enrollment assistance
Sponsor Web site/tools
Form 5500 processing
Plan design flexibility
Web site functionality
Range of investments
Online tools/services
Education program
Fee “cost-to-value”
Staff consistency
Onsite meetings
Retiree services
