Frazier & Deeter
auditor16 known aliases resolved via the canonical alias map
Market position · 2024
Plans served37+1 YoYRank #486 of mapped providers
Assets under administration$20.4B0.0%Market share · rank #674
Fees received$645,414Median $16,111/planSum across Schedule C direct + indirect
Net wins YoY+213 won · 11 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 Frazier & Deeter plan look like?
Service mix · median fees per plan
Count of plans where Frazier & Deeter ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Other fees; Accounting (including auditing)Code 10 | 31 | $16,111 | |
Other feesCode 99 | 2 | $11,200 | |
Other fees; ActuarialCode 11 | 1 | $27,953 | |
Investment advisory (plan); Contract Administrator; Direct payment from the planCode 13 | 1 | $13,500 | |
Direct payment from the plan; Recordkeeping and information management (computing, tabulating, data processing, etc.); Consulting fees; Consulting (pension); Recordkeeping feesCode 15 | 1 | $22,000 | |
Account maintenance feesCode 65 | 1 | $12,950 |
Competitor overlap
Percent of Frazier & Deeter'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 Frazier & Deeter.
| Sponsor | From | Assets |
|---|---|---|
EMORY UNIVERSITY DIVISION OF HUMAN RESOURCESGA · 580566256-001 | Thomas A. Blanno and Company, LLC | $5.5B |
EMORY HEALTHCARE, INC.GA · 582137993-002 | Cannon Financial Strategists, Inc. | $2.8B |
THE EMORY CLINIC, INC.GA · 582030692-002 | Fidelity Investments | $1.0B |
PREMISE HEALTH HOLDING CORP.TN · 300828121-001 | Fidelity Investments | $406M |
AMERICOLD LOGISTICS LLCGA · 223631006-014 | Principal | $320M |
EMORY HEALTHCARE, INC.GA · 582137993-003 | (new plan) | $261M |
SCP EYE CARE SERVICES, LLCGA · 815171738-001 | Hauser Retirement Solutions | $185M |
COATS AMERICAN, INC.NC · 510371432-002 | John Hancock | $98M |
ATLANTA GASTROENTEROLOGY ASSOCIATESGA · 582238919-001 | Monterey Financial Partners | $91M |
NOVELIS CORPORATIONGA · 412098321-042 | Wells Fargo | $34M |
Plans lost in 2024
Appeared last year under Frazier & Deeter; not this year.
| Sponsor | To | Assets |
|---|---|---|
WAYNE FARMS LLCGA · 582530930-020 | Empower | $528M |
RAVAGO AMERICAS, LLCFL · 841652221-003 | Fidelity Investments | $238M |
INTERIOR LOGIC GROUP HOLDINGS IV, LLCCA · 830573621-001 | John Hancock | $137M |
UNIFI AVIATION, LLCGA · 582198841-001 | Fidelity Investments | $102M |
PRIORITY TECHNOLOGY HOLDINGS, INC.GA · 474257046-001 | Voya | $30M |
HUDDLE HOUSE INC.GA · 580916623-003 | Transamerica | $20M |
BGDC DISTRIBUTION LLCGA · 880739972-001 | USI Advisors Inc. | $18M |
LARKIN COMMUNITY HOSPITAL, INC.FL · 650729921-001 | Ascensus | $14M |
KATALYST TECHNOLOGIES, INC.IL · 452848820-001 | SHIVAJI SUBHASH PATIL | $9M |
AMERICANTCS FIDUCIARY SERVICES, LLCPA · 932789379-010 | NFP | $7M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
EMORY UNIVERSITY DIVISION OF HUMAN RESOURCESGA · 580566256-001 | $5.5B | 40,652 | $22,500 | 7y | - |
WSP USA BUILDINGS INC.NY · 131730785-001 | $3.3B | 23,617 | $18,000 | 6y | 1 |
EMORY HEALTHCARE, INC.GA · 582137993-002 | $2.8B | 49,944 | $15,000 | 9y | - |
VOYA SERVICES COMPANYGA · 521317217-001 | $1.8B | 22,076 | $12,950 | 6y | - |
NOVELIS CORP.GA · 412098321-034 | $1.5B | 6,974 | $5,400 | 4y | 2 |
THE EMORY CLINIC, INC.GA · 582030692-002 | $1.0B | 3,192 | $22,500 | 8y | - |
RANDSTAD NORTH AMERICAGA · 582426357-002 | $674M | 90,250 | $20,000 | 5y | - |
PREMISE HEALTH HOLDING CORP.TN · 300828121-001 | $406M | 7,997 | $5,000 | 5y | 3 |
NOVELIS CORPORATIONGA · 412098321-001 | $378M | 1,231 | $12,000 | 4y | - |
AMERICOLD LOGISTICS LLCGA · 223631006-014 | $320M | 10,502 | $9,000 | 5y | 2 |
Flag exposure
81.1%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 (16)
Raw Schedule C names collapsed into Frazier & Deeter.
- CHAVEZ SONDRA
- CHC
- CHECKCOATMO MOORE & VAN ALLEN
- FRAZIER & DEETER
- FRAZIER & DEETER CAP'S & ADVISORS
- FRAZIER & DEETER CPAS & ADVSRS
- FRAZIER & DEETER LLC
- FRAZIER & DEETER, LLC
- FRAZIER & DEETER, LLC.
- FRAZIER & DEETER,LLC
- FRAZIER AND DEETER
- FRAZIER AND DEETER LLC
- FRAZIER AND DEETER, LLC
- FRAZIER DEETER
- FRAZIER&DEETER
- SUSAN KOSCHEWA / FRAZIER & DEETER
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 Frazier & Deeter'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 | 7 | 18.92% | 1.71% | +17.21 pp |
| Failed to provide benefit | 1 | 2.70% | 0.14% | +2.56 pp |
| Corrective distributions | 7 | 18.92% | 1.76% | +17.16 pp |
| Loss discovered | 1 | 2.70% | 0.00% | +2.70 pp |
New-plan formation share
Share of plans filing for the first time each year that landed with Frazier & Deeter. Compare to the incumbent market share (0.1%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.1 pp vs incumbent
Frequent partners by role
Who else shows up on Frazier & Deeter'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 |
|---|---|---|
| Mercer | 10 | 27.0% |
| CAPTRUST | 5 | 13.5% |
| Strategic Advisers | 4 | 10.8% |
| Aon | 3 | 8.1% |
| O3 Annuity Services LLC | 2 | 5.4% |
| Ancora Advisors LLC | 1 | 2.7% |
| Bluechip Wealth Advisors | 1 | 2.7% |
| Callan Associates Inc. | 1 | 2.7% |
| CAP Financial LLC | 1 | 2.7% |
| IRA Group Inc. | 1 | 2.7% |
Geographic penetration index
(Provider plans in state / state plans) divided by the provider's overall share of the market. Index 1.00 = average; > 1 = over-indexed (winning more than their fair share); < 1 = under-indexed (white space).