PartnerComm Inc.
advisor8 known aliases resolved via the canonical alias map
Market position · 2024
Plans served3Rank #5137 of mapped providers
Assets under administration$47.3B0.1%Market share · rank #375
Fees received$30,281Median $10,336/planSum across Schedule C direct + indirect
Net wins YoY-11 won · 2 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 PartnerComm Inc. plan look like?
Service mix · median fees per plan
Count of plans where PartnerComm Inc. ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Consulting (general)Code 16 | 1 | $10,336 | |
Participant communicationCode 38 | 1 | $6,927 | |
Other services; Direct payment from the planCode 49 | 1 | $13,018 |
Competitor overlap
Percent of PartnerComm 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 PartnerComm Inc..
| Sponsor | From | Assets |
|---|
Plans lost in 2024
Appeared last year under PartnerComm Inc.; not this year.
| Sponsor | To | Assets |
|---|---|---|
SOUTHERN CALIFORNIA PERMANENTE MEDICAL GROUPCA · 951750445-009 | EWG Elevate Inc. | $5.6B |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
RTX CORPORATIONCT · 060570975-041 | $41.6B | 281,638 | $13,018 | 2y | 1 |
MCKESSON CORPORATIONTX · 943207296-002 | $5.7B | 42,176 | $10,336 | 1y | 2 |
NAVY FEDERAL CREDIT UNIONVA · 530116705-003 | $14M | 318 | $6,927 | 1y | - |
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 PartnerComm Inc..
- GELLERT SCALI BUSENKELL & BROWN, LL
- GELMAN CONSULTING
- GELMAN LLP
- PARTNERCOMM
- PARTNERCOMM INC
- PARTNERCOMM INC.
- PARTNERCOMM, INC
- PARTNERCOMM, 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 PartnerComm 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 | 1 | 33.33% | 1.71% | +31.62 pp |
| Failed to provide benefit | 1 | 33.33% | 0.14% | +33.19 pp |
| Corrective distributions | 1 | 33.33% | 1.76% | +31.57 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 PartnerComm 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 PartnerComm 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 |
|---|---|---|
| Carr Riggs & Ingram, LLC | 1 | 33.3% |
| Deloitte | 1 | 33.3% |
| Grant Thornton | 1 | 33.3% |
| McConnell & Jones LLP | 1 | 33.3% |
| PwC | 1 | 33.3% |