Actuarial Consulting Group
other7 known aliases resolved via the canonical alias map
Market position · 2024
Plans served11Rank #1364 of mapped providers
Assets under administration$282M0.0%Market share · rank #2290
Fees received$99,320Median $6,516/planSum across Schedule C direct + indirect
Net wins YoY+15 won · 4 lostPlan-level switch detection
Plans served · 5-year trajectory
Market-share plans percent annotated. Bar height is raw plan count.
Customer-base shape
What does a typical Actuarial Consulting Group plan look like?
Service mix · median fees per plan
Count of plans where Actuarial Consulting Group ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Contract AdministratorCode 13 | 10 | $6,482 | |
Recordkeeping feesCode 64 | 1 | $9,655 |
Competitor overlap
Percent of Actuarial Consulting Group's plans that also list each competitor on Schedule C. High numbers = co-living partners; low numbers = direct displacement targets.
Plans won in 2024
Appeared this year; did not appear last year under Actuarial Consulting Group.
| Sponsor | From | Assets |
|---|---|---|
FOULGER-PRATT COMPANIES LLCMD · 450463021-001 | Empower | $31M |
ELIAS LAW GROUP LLPDC · 871808790-002 | (new plan) | $11M |
VACATION RENTAL PROS PROPERTY MANAGEMENT LLCFL · 205070889-002 | ADP | $5M |
DRS. NIAMTU, ALEXANDER, KEENEY, HARRIS, METZGER & DYMON, P.C.VA · 541253627-001 | Empower | $0 |
Plans lost in 2024
Appeared last year under Actuarial Consulting Group; not this year.
| Sponsor | To | Assets |
|---|---|---|
HIRSCHLER FLEISCHER, A PROFESSIONAL CORPORATIONVA · 541438598-001 | NFP | $97M |
WATT, TIEDER, HOFFAR & FITZGERALD, LLPVA · 541065705-001 | NFP | $41M |
KOSITZKA, WICKS AND COMPANYVA · 541342298-001 | NFP | $23M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
VIRGINIA FAMILY DENTISTRY, P.C.VA · 541186353-005 | $117M | 523 | $2,900 | 9y | - |
YOUNT, HYDE & BARBOUR, P.C.VA · 541149263-001 | $59M | 406 | $20,867 | 10y | - |
FOULGER-PRATT COMPANIES LLCMD · 450463021-001 | $31M | 203 | $125 | 1y | 1 |
C & F ENTERPRISES, INC.VA · 541050326-001 | $30M | 398 | $6,516 | 2y | 1 |
OSCEOLA STAFFING HOLDINGS LLCTX · 824930209-001 | $14M | 556 | $9,596 | 1y | - |
ELIAS LAW GROUP LLPDC · 871808790-002 | $11M | 161 | $8,435 | 1y | 2 |
DOMINION PAYROLL SERVICES LLCVA · 710890420-001 | $7M | 219 | $6,448 | 4y | - |
TWIN OAKS JUVENILE DEVELOPMENT, INC.FL · 593512790-002 | $5M | 537 | $5,826 | 2y | 1 |
VACATION RENTAL PROS PROPERTY MANAGEMENT LLCFL · 205070889-002 | $5M | 682 | $26,114 | 1y | 1 |
OLD DOMINION MECHANICAL LLCVA · 462194121-002 | $2M | 241 | $2,838 | 2y | 1 |
Flag exposure
81.8%Market: 89.1%
This provider
Market baseline
Share of this provider's plans tripping any deterministic red flag this year. Lower than market baseline = better risk surface.
Aliases resolved (7)
Raw Schedule C names collapsed into Actuarial Consulting Group.
- A & M CAPITAL PARTNERS LP
- A&M CAPITAL OPPORTUNITIES FUND LP
- A&M CAPITAL OPPORTUNITY
- ACTUARIAL CONSULTING GROUP
- ACTUARIAL CONSULTING GROUP INC
- ACTUARIAL CONSULTING GROUP, INC.
- THE ACTUARIAL CONSULTING GROUP
Book composition by plan size
Bars stack to total plans served; segments use the same asset cutoffs as the /plans size filter. Up-and-to-the-right on the bigger segments = moving up-market.
Under $5M$5-50M$50-250M$250M-1B$1B+
Compliance posture vs market
Per-flag share for Actuarial Consulting Group's book against the same flag's overall prevalence across all filings. Negative delta = under-indexed (cleaner book); positive = elevated risk surface.
| Flag | Plans flagged | Provider % | Market % | Delta |
|---|---|---|---|---|
| Recently terminated | 1 | 9.09% | 7.76% | +1.33 pp |
| Fidelity bond gap | 2 | 18.18% | 26.94% | -8.76 pp |
| Late contributions | 5 | 45.45% | 1.71% | +43.74 pp |
| Failed to provide benefit | 0 | 0.00% | 0.14% | -0.14 pp |
| Corrective distributions | 0 | 0.00% | 1.76% | -1.76 pp |
| Loss discovered | 0 | 0.00% | 0.00% | -0.00 pp |
New-plan formation share
Share of plans filing for the first time each year that landed with Actuarial Consulting Group. Compare to the incumbent market share (0.0%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.0 pp vs incumbent
Frequent partners by role
Who else shows up on Actuarial Consulting Group's plans most often. Switch tabs by counterparty role - high-overlap names are either referral channels (advisors, auditors) or competitive blocks (other recordkeepers).
| Partner | Shared plans | % of book |
|---|---|---|
| NFP | 5 | 45.5% |
| ACG Advisory Services Inc. | 4 | 36.4% |
| Kestra Advisory Services | 1 | 9.1% |