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What Coronavirus Means for Markets Now and Longer Term


Net Promoter Score

NPS is highest among industry peers and 22 points above benchmark.3



Average tenure of
T. Rowe Price recordkeeping clients.4


Overall Client Satisfaction

with T. Rowe Price Retirement Plan Services, a "Best in Class" rating.5

1Morningstar Awards 2020©. Morningstar, Inc. All Rights Reserved. Awarded to T. Rowe Price for 2020 U.S. Morningstar Exemplary Stewardship and to Jerome Clark for 2020 U.S. Morningstar Outstanding Portfolio Manager, U.S.A.

2T. Rowe Price online survey in December 2019 of over 2,400 employees of clients of T. Rowe Price retirement plan recordkeeping services.

3As of 2020. The Chatham Partners’ Net Promoter score measures clients’ likelihood of recommending T. Rowe Price to other plan sponsors. Based on the scores, respondents are categorized as Promoters, Passives, or Detractors. The Net Promoter score is the percentage of Promoters minus the percentage of Detractors. All references contained in this presentation to Net Promoter Score (NPS) or Net Promoter Methodology are governed by the following copyright disclaimer: ©2015 Satmetrix Systems, Inc.

4Clients with plans on our OMNI recordkeeping platform as of December 31, 2020.

5Source: Chatham Partners 2020 Client Satisfaction Survey.