MGO
auditor8 known aliases resolved via the canonical alias map
Market position · 2024
Plans served12-10 YoYRank #1373 of mapped providers
Assets under administration$34.5B0.0%Market share · rank #452
Fees received$2MMedian $82,655/planSum across Schedule C direct + indirect
Net wins YoY-100 won · 10 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 MGO plan look like?
Service mix · median fees per plan
Count of plans where MGO ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Investment management; Investment management fees paid directly by planCode 28 | 8 | $120,012 | |
Trustee (bank, trust company, or similar financial institution); Investment management fees paid directly by plan; Investment managementCode 21 | 1 | $9,831 | |
Investment management fees paid directly by planCode 51 | 1 | $319,034 | |
Sub-transfer agency feesCode 60 | 1 | $0 | |
Other feesCode 99 | 1 | $36,468 |
Competitor overlap
Percent of MGO'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 MGO.
| Sponsor | From | Assets |
|---|
Plans lost in 2024
Appeared last year under MGO; not this year.
| Sponsor | To | Assets |
|---|---|---|
FLUOR MARINE PROPULSION, LLCPA · 824281125-001 | Fidelity Investments | $1.2B |
FLUOR MARINE PROPULSION, LLCPA · 824281125-002 | Fidelity Investments | $1.1B |
BETH ISRAEL LAHEY HEALTH, INC.MA · 832671600-001 | Beth Israel Lahey Health | $671M |
METALLUS INC.OH · 464024951-002 | Goldman Sachs Trust Company | $360M |
FLUOR MARINE PROPULSION, LLCPA · 824281125-003 | Fidelity Investments | $128M |
ACTORS' EQUITY ASSOCIATIONNY · 130413995-001 | American Core Realty Fund, LLC | $43M |
COASTAL PET PRODUCTS, INC.OH · 341044431-002 | MGO One Seven LLC | $19M |
NATIONAL ASSOCIATION OF COLLEGE STORESOH · 340711559-003 | MGO One Seven LLC | $18M |
MIDWEST ACOUST-A-FIBER, INC.OH · 310985743-001 | MGO One Seven LLC | $7M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
BOARD OF TRUSTEES OF THE CPF OF THE IUOE AND PARTICIPATING EMPLOYERSDC · 366052390-001 | $27.4B | 233,478 | $448,615 | 5y | - |
SOUTHERN CALIFORNIA GAS COMPANYCA · 951240705-001 | $2.4B | 12,106 | $464,203 | 6y | - |
EQUIFAX, INCGA · 580401110-003 | $1.5B | 9,989 | $0 | 7y | 1 |
CENTERPOINT ENERGY, INC.TX · 740694415-001 | $1.1B | 12,081 | $370,000 | 5y | - |
SAN DIEGO GAS & ELECTRIC COMPANYCA · 951184800-002 | $842M | 6,335 | $140,155 | 6y | - |
TRUSTEES OF MINNESOTA & NORTH DAKOTA BRICKLAYERS & ALLIED CRAFTWORKERSMN · 516029930-001 | $481M | 3,492 | $65,440 | 10y | - |
DEFINED BENEFIT PLAN OF THE MID-JERSEY TRUCKING INDUSTRY AND TEAMSTERSNJ · 136043977-001 | $331M | 1,354 | $99,869 | 8y | - |
SEMPRACA · 330732627-001 | $238M | 2,170 | $37,089 | 6y | - |
THE MANITOWOC COMPANY, INC.WI · 390448110-022 | $85M | 1,589 | $319,034 | 5y | - |
THE SCRIPPS RESEARCH INSTITUTECA · 330435954-001 | $65M | 1,517 | $9,831 | 2y | - |
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 (8)
Raw Schedule C names collapsed into MGO.
- FIDELITY INSTITUTIONAL ASSET MANAGE
- FIDELITY INSTITUTIONAL ASSET MGMNT
- FIDELITY INSTITUTIONAL ASSET MGMT T
- FIDELITY INSTITUTIONAL ASSET MGMT.
- MGO
- MGO CPA
- MGO INC.
- MGO, 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 MGO'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 | 8.33% | 1.71% | +6.62 pp |
| Failed to provide benefit | 0 | 0.00% | 0.14% | -0.14 pp |
| Corrective distributions | 1 | 8.33% | 1.76% | +6.57 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 MGO. 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 MGO'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 |
|---|---|---|
| Aon | 4 | 33.3% |
| Legal & General Investment Management America | 4 | 33.3% |
| PIMCO | 4 | 33.3% |
| WTW | 4 | 33.3% |
| Parametric Portfolio Associates | 3 | 25.0% |
| SSGA Funds Management Inc. | 3 | 25.0% |
| Wellington Company LLP | 3 | 25.0% |
| William Blair | 3 | 25.0% |
| Dimensional Fund Advisors | 2 | 16.7% |
| eVestment Alliance | 2 | 16.7% |