Benchmark Retirement Plan Services
recordkeeper6 known aliases resolved via the canonical alias map
Market position · 2024
Plans served14+5 YoYRank #1176 of mapped providers
Assets under administration$1.6B0.0%Market share · rank #3236
Fees received$239,191Median $11,181/planSum across Schedule C direct + indirect
Net wins YoY+55 won · 0 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 Benchmark Retirement Plan Services plan look like?
Service mix · median fees per plan
Count of plans where Benchmark Retirement Plan Services ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Direct payment from the plan; Other services; Contract Administrator; Other feesCode 13 | 12 | $11,700 | |
Investment advisory (plan); Investment managementCode 27 | 1 | $10,580 | |
Other feesCode 99 | 1 | $6,938 |
Competitor overlap
Percent of Benchmark Retirement Plan Services'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 Benchmark Retirement Plan Services.
| Sponsor | From | Assets |
|---|---|---|
GLOBAL MARITEK SYSTEMS, INC.FL · 364526480-001 | Pension Services Inc | $11M |
SEEC, INC.MD · 521557285-001 | Commonwealth Financial Network | $10M |
GOODWILL INDUSTRIES OF GREATER NEW YORK AND NORTHERN NEW JERSEY, INC.NY · 131641068-001 | MMA Securities | $9M |
SMK BUSINESS CENTER LLC DBA CAPITOL BRIDGE HEALTH SERVICESVA · 463114143-001 | (new plan) | $1M |
Plans lost in 2024
Appeared last year under Benchmark Retirement Plan Services; not this year.
| Sponsor | To | Assets |
|---|
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
CARILION CLINICVA · 541190771-001 | $1.5B | 17,227 | $10,580 | 2y | - |
HEXAWARE TECHNOLOGIES, INCORPORATEDNJ · 223301374-001 | $35M | 2,108 | $16,580 | 6y | 1 |
PROSEGUR SIS USA, INC.FL · 141626307-001 | $21M | 5,051 | $60,606 | 6y | - |
POINT BREEZE CREDIT UNIONMD · 520447180-002 | $18M | 160 | $7,784 | 3y | - |
THE BUILDING PEOPLE, LLCVA · 454839699-001 | $12M | 497 | $13,524 | 3y | 2 |
BRYCE SPACE AND TECHNOLOGY, LLCVA · 461567262-001 | $11M | 297 | $27,380 | 1y | 1 |
GLOBAL MARITEK SYSTEMS, INC.FL · 364526480-001 | $11M | 163 | $5,006 | 1y | - |
STRATEGIC BUSINESS SYSTEMS, INC.VA · 541994992-001 | $10M | 203 | $11,700 | 3y | 1 |
SEEC, INC.MD · 521557285-001 | $10M | 293 | $10,486 | 1y | - |
GARDAWORLD FEDERAL SERVICES, LLCVA · 205211532-001 | $9M | 171 | $10,661 | 4y | - |
Flag exposure
92.9%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 (6)
Raw Schedule C names collapsed into Benchmark Retirement Plan Services.
- ANTARA CAPITAL
- ANTHEM BLUE CROSS
- ANTHEM, INC.
- BENCHMARK RETIREMENT PLAN SERVICES
- BENCHMARK RETIREMENT PLAN SERVICES,
- BENCHMARK RETIREMENT PLAN SVCS
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 Benchmark Retirement Plan Services'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 | 0 | 0.00% | 7.76% | -7.76 pp |
| Fidelity bond gap | 0 | 0.00% | 26.94% | -26.94 pp |
| Late contributions | 4 | 28.57% | 1.71% | +26.86 pp |
| Failed to provide benefit | 0 | 0.00% | 0.14% | -0.14 pp |
| Corrective distributions | 2 | 14.29% | 1.76% | +12.53 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 Benchmark Retirement Plan Services. 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 Benchmark Retirement Plan Services'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 |
|---|---|---|
| Global Retirement Partners LLC | 5 | 35.7% |
| BCA Research | 1 | 7.1% |
| Goldman Sachs Asset Management | 1 | 7.1% |
| Investment Metrics LLC | 1 | 7.1% |
| Lord Abbett & Co LLC | 1 | 7.1% |
| Mercer | 1 | 7.1% |
| Ned Davis Research | 1 | 7.1% |
| Oxford Economics | 1 | 7.1% |
| Parametric Portfolio Associates | 1 | 7.1% |
| PIMCO | 1 | 7.1% |