PLANSPONSOR - December 2021 - January 2022 - 27

2021 PLANSPONSOR BEST IN CLASS DC PROVIDERS
MICRO MARKET: PLAN ASSETS <$5mm
MICRO or " startup " plans saw overall satisfaction with recordkeepers
slip to 69.5% in 2021 from a record 79.6% in 2020.
Satisfaction with many Participant Services-including " enrollment
materials and support, " " in-person/virtual participant
support " and " print/digital communications and education " -
were among some of the lowest scores recorded in any of our six
asset-based markets. Overall, Micro plans ranked last in seven
of the 12 service categories measured in the survey, suggesting
that the value that has traditionally derived from this market's
adviser-centric service model may have been disrupted by the
COVID-19 pandemic. -Brian O'Keefe
Top 5 Micro Market Providers
By Net Recommendation/Promoter Score
1 OneAmerica
2 Newport
3 CUNA Mutual Group
4 Ascensus
5 Securian Financial
Satisfaction With Services From Top 5 Providers,
By Net Recommendation/Promoter Score
= Best in Class
Participant Services
1 Ascensus
2 CUNA Mutual Group
3 Securian Financial
4 OneAmerica
5 Newport
92.6%
89.3%
85.7%
82.1%
78.6%
Plan Sponsor Services
1 Ascensus
2 Newport
3 CUNA Mutual Group
4 Securian Financial
5 The Standard
% ≥9 out of 10 # of s
4
5
3
3
2
78.9%
78.1%
75.4%
75.0%
74.8%
% ≥9 out of 10 # of s
92.2%
90.7%
88.2%
85.2%
78.2%
2
2
2
2
2
SMALL MARKET - A: PLAN ASSETS $5mm - $25mm
THE SMALL MARKET - A grouping continues to use a blend of small
to large recordkeepers-availing it of a wide range of choices in
terms of provider capabilities and experience.
Despite their differences, providers of all sizes appear capable
of meeting client expectations, as each provider received at least
one service recognition. Overall, net satisfaction increased to a
record 75.9% in 2021, with the top three providers scoring higher
than 90%. The Recordkeeping Platform category delivered the
highest level of satisfaction among Small Market - A respondents.
Scores for " sponsor website/reporting " similarly topped
scores for this service in the survey's other markets. -BOK
Top 5 Small Market - A Providers
By Net Recommendation/Promoter Score
1 BOK Financial
2 Ascensus
3 Charles Schwab
4 Securian Financial
5 The Standard
Satisfaction With Services From Top 5 Providers,
By Net Recommendation/Promoter Score
= Best in Class
Participant Services
1 BOK Financial
2 Ascensus
3 Securian Financial
4 Charles Schwab
5 The Standard
94.1%
91.5%
90.5%
88.9%
87.8%
Plan Sponsor Services
1 Securian Financial
2 Ascensus
3 Newport
4 BOK Financial
5 Charles Schwab
% ≥9 out of 10 # of s
83.2%
81.3%
79.8%
76.2%
74.9%
5
4
3
2
2
% ≥9 out of 10 # of s
94.4%
90.5%
86.0%
85.3%
83.3%
2
2
2
2
2
PLANSPONSOR.COM December 2021 - January 2022 27
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PLANSPONSOR - December 2021 - January 2022

Table of Contents for the Digital Edition of PLANSPONSOR - December 2021 - January 2022

INSIGHTS
RULES & REGULATIONS
UPFRONT
ESG Interest Piqued
2021 Best in Class DC Providers
Ramping Up Offerings
Annuities Still Misunderstood
Student Loan Repayment
FIDUCIARY FORUM
INSIDE ANGLE
PLAN PROFILE
PLANSPONSOR - December 2021 - January 2022 - Cover1
PLANSPONSOR - December 2021 - January 2022 - Cover2
PLANSPONSOR - December 2021 - January 2022 - 1
PLANSPONSOR - December 2021 - January 2022 - 2
PLANSPONSOR - December 2021 - January 2022 - 3
PLANSPONSOR - December 2021 - January 2022 - INSIGHTS
PLANSPONSOR - December 2021 - January 2022 - 5
PLANSPONSOR - December 2021 - January 2022 - RULES & REGULATIONS
PLANSPONSOR - December 2021 - January 2022 - 7
PLANSPONSOR - December 2021 - January 2022 - 8
PLANSPONSOR - December 2021 - January 2022 - 9
PLANSPONSOR - December 2021 - January 2022 - UPFRONT
PLANSPONSOR - December 2021 - January 2022 - 11
PLANSPONSOR - December 2021 - January 2022 - 12
PLANSPONSOR - December 2021 - January 2022 - 13
PLANSPONSOR - December 2021 - January 2022 - 14
PLANSPONSOR - December 2021 - January 2022 - 15
PLANSPONSOR - December 2021 - January 2022 - ESG Interest Piqued
PLANSPONSOR - December 2021 - January 2022 - 17
PLANSPONSOR - December 2021 - January 2022 - 18
PLANSPONSOR - December 2021 - January 2022 - 19
PLANSPONSOR - December 2021 - January 2022 - 2021 Best in Class DC Providers
PLANSPONSOR - December 2021 - January 2022 - 21
PLANSPONSOR - December 2021 - January 2022 - 22
PLANSPONSOR - December 2021 - January 2022 - 23
PLANSPONSOR - December 2021 - January 2022 - 24
PLANSPONSOR - December 2021 - January 2022 - 25
PLANSPONSOR - December 2021 - January 2022 - 26
PLANSPONSOR - December 2021 - January 2022 - 27
PLANSPONSOR - December 2021 - January 2022 - 28
PLANSPONSOR - December 2021 - January 2022 - 29
PLANSPONSOR - December 2021 - January 2022 - Ramping Up Offerings
PLANSPONSOR - December 2021 - January 2022 - 31
PLANSPONSOR - December 2021 - January 2022 - 32
PLANSPONSOR - December 2021 - January 2022 - 33
PLANSPONSOR - December 2021 - January 2022 - Annuities Still Misunderstood
PLANSPONSOR - December 2021 - January 2022 - 35
PLANSPONSOR - December 2021 - January 2022 - Student Loan Repayment
PLANSPONSOR - December 2021 - January 2022 - 37
PLANSPONSOR - December 2021 - January 2022 - FIDUCIARY FORUM
PLANSPONSOR - December 2021 - January 2022 - INSIDE ANGLE
PLANSPONSOR - December 2021 - January 2022 - PLAN PROFILE
PLANSPONSOR - December 2021 - January 2022 - Cover3
PLANSPONSOR - December 2021 - January 2022 - Cover4
https://www.plansponsordigital.com/plansponsor/december_2021_january_2022
https://www.plansponsordigital.com/plansponsor/october_november_2021
https://www.plansponsordigital.com/plansponsor/august_september_2021
https://www.plansponsordigital.com/plansponsor/june_july_2021
https://www.plansponsordigital.com/plansponsor/april-may_2021
https://www.plansponsordigital.com/plansponsor/february-march_2021
https://www.plansponsordigital.com/plansponsor/december-january_2021
https://www.plansponsordigital.com/plansponsor/october-november_2020
https://www.plansponsordigital.com/plansponsor/august-september_2020
https://www.plansponsordigital.com/plansponsor/june-july_2020
https://www.plansponsordigital.com/plansponsor/april-may_2020
https://www.plansponsordigital.com/plansponsor/february-march_2020
https://www.plansponsordigital.com/plansponsor/december-january_2020
https://www.plansponsordigital.com/plansponsor/october-november_2019
https://www.plansponsordigital.com/plansponsor/august-september_2019
https://www.plansponsordigital.com/plansponsor/june-july_2019
https://www.plansponsordigital.com/plansponsor/april-may_2019
https://www.plansponsordigital.com/plansponsor/february-march_2019
https://www.plansponsordigital.com/plansponsor/december_2018-january_2019
https://www.plansponsordigital.com/plansponsor/october-november_2018
https://www.plansponsordigital.com/plansponsor/august-september_2018
https://www.plansponsordigital.com/plansponsor/june-july_2018
https://www.plansponsordigital.com/plansponsor/april-may_2018
https://www.plansponsordigital.com/plansponsor/february-march_2018
https://www.plansponsordigital.com/plansponsor/december_2017-january_2018
https://www.plansponsordigital.com/plansponsor/november_december_2017
https://www.plansponsordigital.com/plansponsor/october_2017
https://www.plansponsordigital.com/plansponsor/september_2017
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