Pavilion Advisory Group, Inc.
advisor15 known aliases resolved via the canonical alias map
Market position · 2024
Plans served2-2 YoYRank #5507 of mapped providers
Assets under administration$2.4B0.0%Market share · rank #2727
Fees received$36,833Median $18,417/planSum across Schedule C direct + indirect
Net wins YoY-20 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 Pavilion Advisory Group, Inc. plan look like?
Service mix · median fees per plan
Count of plans where Pavilion Advisory Group, Inc. ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Investment advisory (plan)Code 27 | 1 | $36,833 | |
Securities brokerage; Securities brokerage commissions and feesCode 33 | 1 | $0 |
Competitor overlap
Percent of Pavilion Advisory Group, 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 Pavilion Advisory Group, Inc..
| Sponsor | From | Assets |
|---|
Plans lost in 2024
Appeared last year under Pavilion Advisory Group, Inc.; not this year.
| Sponsor | To | Assets |
|---|---|---|
BOARD OF TRUSTEES, BAY AREA LAUNDRY AND DRY CLEANINGCA · 510156428-002 | Health Services & Benefit Administration | $183,953 |
BOARD OF TRUSTEES, BAY AREA LAUNDRY AND DRY CLEANINGCA · 510156428-001 | Health Services & Benefit Administration | $99,163 |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
PARK NICOLLET HEALTH SERVICESMN · 363465840-002 | $2.2B | 11,344 | $36,833 | 8y | 1 |
PARK NICOLLET HEALTH SERVICESMN · 363465840-005 | $200M | 2,395 | $0 | 6y | 1 |
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 (15)
Raw Schedule C names collapsed into Pavilion Advisory Group, Inc..
- GEOFFREY WHITE
- GEOGGREY L KALTENBACH
- PAVILION ADVISORY
- PAVILION ADVISORY GROUP
- PAVILION ADVISORY GROUP INC
- PAVILION ADVISORY GROUP INC.
- PAVILION ADVISORY GROUP, INC
- PAVILION ADVISORY GROUP, INC.
- PAVILION ADVISORY GROUP,INC
- PAVILION CONSULTING
- PAVILLION ADVISORY GROUP
- PAVILLION ADVISORY GROUP INC
- PAVILLION ADVISORY GROUP INC.
- PAVILLION ADVISORY GROUP, INC
- PAVILLION ADVISORY GROUP, 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 Pavilion Advisory Group, 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 | 2 | 100.00% | 1.71% | +98.29 pp |
| Failed to provide benefit | 0 | 0.00% | 0.14% | -0.14 pp |
| Corrective distributions | 0 | 0.00% | 1.76% | -1.76 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 Pavilion Advisory Group, 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 Pavilion Advisory Group, 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 |
|---|---|---|
| Fidelity Investments | 2 | 100.0% |