MFS Institutional Advisors Inc.
advisor11 known aliases resolved via the canonical alias map
Market position · 2024
Plans served20Rank #881 of mapped providers
Assets under administration$123.7B0.1%Market share · rank #108
Fees received$11MMedian $272,539/planSum across Schedule C direct + indirect
Net wins YoY+04 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 MFS Institutional Advisors Inc. plan look like?
Service mix · median fees per plan
Count of plans where MFS Institutional Advisors Inc. ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Soft dollars commissions; Investment management; Investment management fees paid directly by plan; Direct payment from the planCode 28 | 12 | $482,165 | |
Other commissions; Contract AdministratorCode 13 | 2 | $0 | |
Investment advisory (plan); Direct payment from the planCode 27 | 2 | $41,352 | |
Soft dollars commissions; Investment management fees paid directly by planCode 51 | 2 | $1,190,501 | |
Other commissionsCode 55 | 2 | $0 |
Competitor overlap
Percent of MFS Institutional Advisors Inc.'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 MFS Institutional Advisors Inc..
| Sponsor | From | Assets |
|---|---|---|
UNUM GROUPME · 621598430-002 | Strategic Advisers | $2.5B |
MAPFRE U.S.A. CORP.MA · 042599931-001 | Strategic Advisers | $517M |
UNVERFERTH MANUFACTURING COMPANY, INC.OH · 340936989-001 | Fidelity Investments | $235M |
MLMIC SERVICES, INC.NY · 135471800-001 | Strategic Advisers | $187M |
Plans lost in 2024
Appeared last year under MFS Institutional Advisors Inc.; not this year.
| Sponsor | To | Assets |
|---|---|---|
WELLS FARGO & COMPANYCA · 410449260-001 | Fixed Income Finance PGIM Inc | $8.8B |
MARSH & MCLENNAN COMPANIES, INC.NY · 362668272-001 | TELUS HEALTH | $4.4B |
SIEMENS CORPORATIONNJ · 132623356-001 | State Street | $1.5B |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
CVS HEALTH CORPORATIONRI · 050494040-017 | $30.1B | 385,927 | $3M | 4y | 1 |
CITIGROUP INC.CT · 521568099-004 | $23.2B | 121,279 | $804,463 | 5y | 1 |
BANK OF AMERICA CORPORATIONRI · 560906609-001 | $19.0B | 168,197 | $835,942 | 10y | - |
NOKIA OF AMERICA CORPORATIONNJ · 223408857-003 | $9.8B | 24,880 | $1M | 8y | - |
STEELWORKERS PENSION TRUSTPA · 236648508-499 | $7.2B | 123,674 | $1M | 4y | - |
PEPSICO, INC.NY · 131584302-004 | $6.8B | 55,326 | $1M | 10y | - |
AETNA INC.CT · 232229683-003 | $5.2B | 49,504 | $182,193 | 10y | - |
TOYOTA MOTOR NORTH AMERICA, INC.TX · 953141669-003 | $4.6B | 14,281 | $593,240 | 9y | - |
PEPSICO, INC.NY · 131584302-121 | $4.2B | 85,189 | $1M | 4y | - |
PINNACLE WEST CAPITAL CORPORATIONAZ · 860512431-001 | $3.1B | 15,460 | $76,811 | 6y | - |
Flag exposure
90.0%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 (11)
Raw Schedule C names collapsed into MFS Institutional Advisors Inc..
- FIDELITY GOVERNMENT MMKT
- FIDELITY GOVERNMENT MONEY MARKET
- FIDELITY HEALTH INSURANCE SERVICES
- M F S INSTITUTIONAL
- MFS INSTITUIONAL
- MFS INSTITUTIONAL ADVISORS
- MFS INSTITUTIONAL ADVISORS INC
- MFS INSTITUTIONAL ADVISORS INC.
- MFS INSTITUTIONAL ADVISORS, INC
- MFS INSTITUTIONAL ADVISORS, INC.
- MFS INSTITUTIONAL ADVISORS,INC.
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 MFS Institutional Advisors Inc.'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 | 0 | 0.00% | 1.71% | -1.71 pp |
| Failed to provide benefit | 1 | 5.00% | 0.14% | +4.86 pp |
| Corrective distributions | 3 | 15.00% | 1.76% | +13.24 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 MFS Institutional Advisors Inc.. 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 MFS Institutional Advisors Inc.'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 |
|---|---|---|
| Kilpatrick Townsend & Stockton LLP | 2 | 10.0% |
| Morgan Lewis & Bockius LLP | 2 | 10.0% |
| Thompson Coburn | 2 | 10.0% |
| Day Pitney LLP | 1 | 5.0% |
| Groom Law Group, Chartered | 1 | 5.0% |
| Laner Muchin Ltd. | 1 | 5.0% |
| O'Brien, Belland & Bushinsky, LLC | 1 | 5.0% |
| Poyner Spruill LLP | 1 | 5.0% |
| Proskauer Rose LLP | 1 | 5.0% |
| Schulte Roth & Zabel LLP | 1 | 5.0% |