Haines Isenbarger & Skiba, LLC
auditor10 known aliases resolved via the canonical alias map
Market position · 2024
Plans served6+2 YoYRank #2266 of mapped providers
Assets under administration$14.7B0.0%Market share · rank #912
Fees received$345,627Median $13,500/planSum across Schedule C direct + indirect
Net wins YoY+23 won · 1 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 Haines Isenbarger & Skiba, LLC plan look like?
Service mix · median fees per plan
Count of plans where Haines Isenbarger & Skiba, LLC ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Direct payment from the plan; Accounting (including auditing)Code 10 | 4 | $10,500 | |
Recordkeeping and information management (computing, tabulating, data processing, etc.); Direct payment from the plan; Participant communicationCode 15 | 2 | $149,064 |
Competitor overlap
Percent of Haines Isenbarger & Skiba, LLC'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 Haines Isenbarger & Skiba, LLC.
| Sponsor | From | Assets |
|---|---|---|
NEFF GROUP DISTRIBUTORS, INC.IN · 203252769-001 | Global Retirement Partners LLC | $54M |
BEER & SLABAUGH, INC.IN · 351016793-001 | Pensionmark Financial Group | $19M |
ALLIED PHYSICIANS INC.IN · 351155438-004 | Galecki Financial Management | $19M |
Plans lost in 2024
Appeared last year under Haines Isenbarger & Skiba, LLC; not this year.
| Sponsor | To | Assets |
|---|---|---|
DYNAMIC RESOURCE GROUP, INC.IN · 350286750-002 | Krakow & Souris LLC | $35M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
TRAVELERS COMPANIES, INC.MN · 410518860-002 | $10.4B | 42,215 | $117,984 | 7y | 1 |
TRAVELERS COMPANIES, INC.MN · 410518860-001 | $4.2B | 45,786 | $180,143 | 9y | - |
NEFF GROUP DISTRIBUTORS, INC.IN · 203252769-001 | $54M | 286 | $10,500 | 3y | - |
BEER & SLABAUGH, INC.IN · 351016793-001 | $19M | 166 | $10,500 | 1y | 1 |
ALLIED PHYSICIANS INC.IN · 351155438-004 | $19M | 83 | $16,500 | 4y | 1 |
HALLMARK HOME MORTGAGEIN · 208549934-001 | $17M | 209 | $10,000 | 4y | 2 |
Flag exposure
100.0%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 (10)
Raw Schedule C names collapsed into Haines Isenbarger & Skiba, LLC.
- COMPSIGHT
- COMPSIGHT, LLC
- COMPSPEC DESIGNS
- COMPSPEC DESIGNS INC.
- HAINES ISENBARGER & SKIBA
- HAINES ISENBARGER & SKIBA LLC
- HAINES ISENBARGER & SKIBA, LLC
- HAINES ISENBARGER SKIBA
- HAINES, ISENBARGER & SKIBA
- HAINES, ISENBARGER & SKIBA, LLC
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 Haines Isenbarger & Skiba, LLC'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 | 1 | 16.67% | 1.71% | +14.95 pp |
| Failed to provide benefit | 0 | 0.00% | 0.14% | -0.14 pp |
| Corrective distributions | 4 | 66.67% | 1.76% | +64.91 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 Haines Isenbarger & Skiba, LLC. 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 Haines Isenbarger & Skiba, LLC'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 |
|---|---|---|
| Strategic Advisers | 2 | 33.3% |
| Agilis Partners LLC | 1 | 16.7% |
| Aon | 1 | 16.7% |
| Ariel Investments LLC | 1 | 16.7% |
| Brown Advisory | 1 | 16.7% |
| Curcio Webb, LLC | 1 | 16.7% |
| DWS | 1 | 16.7% |
| Easterly Investment Partners | 1 | 16.7% |
| Edgewood Management | 1 | 16.7% |
| Global Retirement Partners LLC | 1 | 16.7% |