Peak Retirement Group
recordkeeper13 known aliases resolved via the canonical alias map
Market position · 2024
Plans served25+4 YoYRank #712 of mapped providers
Assets under administration$372M0.0%Market share · rank #4892
Fees received$323,202Median $9,635/planSum across Schedule C direct + indirect
Net wins YoY+48 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 Peak Retirement Group plan look like?
Service mix · median fees per plan
Count of plans where Peak Retirement Group ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Other fees; Contract Administrator; Direct payment from the plan; Other servicesCode 13 | 21 | $10,025 | |
Recordkeeping and information management (computing, tabulating, data processing, etc.); Recordkeeping fees; Participant loan processingCode 15 | 4 | $8,768 |
Competitor overlap
Percent of Peak Retirement Group'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 Peak Retirement Group.
| Sponsor | From | Assets |
|---|---|---|
HAUSMANN GROUP, INC.WI · 391090217-002 | (new plan) | $35M |
NAVIANT, LLC.WI · 391568840-001 | (new plan) | $22M |
CONSTRUCTION FORMS, INC.WI · 391104344-002 | Fidelity Investments | $20M |
POWER SYSTEM ENGINEERING, INC.WI · 391204386-002 | (new plan) | $18M |
P & S INVESTMENT COMPANY, INC.WI · 391372431-002 | Associated Trust Company, N.A. | $12M |
SPAULDING CLINICAL RESEARCHWI · 260647166-001 | Northwestern Mutual Wealth Management Company | $5M |
SHEBOYGAN SENIOR COMMUNITYWI · 396069188-001 | (new plan) | $3M |
Plans lost in 2024
Appeared last year under Peak Retirement Group; not this year.
| Sponsor | To | Assets |
|---|---|---|
GIBSON, DUNN & CRUTCHER LLPCA · 951611234-001 | Balboa Wealth Partners Inc. | $1.3B |
PEDIATRIC ASSOCIATES HOLDING COMPANYFL · 204729025-004 | Empower | $110M |
NEUMANN DEVELOPMENTS, INC.WI · 271417301-001 | (new plan) | $11M |
SILVER BIRCH SERVICES, LLCIL · 823479583-001 | (new plan) | $461,332 |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
KUNES COUNTRY FORD-LINCOLN, INC.WI · 364115913-001 | $39M | 1,842 | $77,919 | 3y | 2 |
BRIESS INDUSTRIES, INC.WI · 391308315-002 | $36M | 327 | $15,424 | 2y | - |
HAUSMANN GROUP, INC.WI · 391090217-002 | $35M | 171 | $16,616 | 1y | - |
THE EMPLOYER GROUP, INC.WI · 391825035-001 | $31M | 814 | $12,828 | 3y | 1 |
SHELTERED WINGS, INC.WI · 391649048-001 | $26M | 478 | $13,550 | 3y | - |
PARK BANKWI · 391076859-001 | $25M | 215 | $13,248 | 3y | - |
NAVIANT, LLC.WI · 391568840-001 | $22M | 160 | $2,775 | 1y | - |
CONSTRUCTION FORMS, INC.WI · 391104344-002 | $20M | 308 | $1,450 | 1y | - |
STELLA & CHEWYS LLCWI · 352199593-001 | $19M | 762 | $40,399 | 3y | - |
POWER SYSTEM ENGINEERING, INC.WI · 391204386-002 | $18M | 143 | $10,025 | 1y | - |
Flag exposure
76.0%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 (13)
Raw Schedule C names collapsed into Peak Retirement Group.
- GERSON LEHRMAN
- GERSON LEHRMAN GROUP
- GERSON PRESTON KLEIN LIPS
- GERSON PRESTON KLEIN LIPS EISENBERG
- GERSTEIN FISHER
- PEAK RETIREMENT GROUP
- PEAK RETIREMENT GROUP DBA TG
- PEAK RETIREMENT GROUP DBA TG BENE
- PEAK RETIREMENT GROUP DBA TG BENEFI
- PEAK RETIREMENT GROUP DBA TGB
- PEAK RETIREMENT GROUP, LLC
- PEAK RETIRMENT GROUP
- PEAK RETIRMENT GROUP DBA TG BENEFIT
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 Peak Retirement Group'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 | 3 | 12.00% | 7.76% | +4.24 pp |
| Fidelity bond gap | 0 | 0.00% | 26.94% | -26.94 pp |
| Late contributions | 6 | 24.00% | 1.71% | +22.29 pp |
| Failed to provide benefit | 0 | 0.00% | 0.14% | -0.14 pp |
| Corrective distributions | 5 | 20.00% | 1.76% | +18.24 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 Peak Retirement Group. 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 Peak Retirement Group'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 |
|---|---|---|
| Global Retirement Partners LLC | 13 | 52.0% |
| Park Capital Management | 5 | 20.0% |
| Aurora Private Wealth Inc. | 1 | 4.0% |
| Creative Planning | 1 | 4.0% |
| Daniel H. Cook Associates Inc. | 1 | 4.0% |
Geographic penetration index
(Provider plans in state / state plans) divided by the provider's overall share of the market. Index 1.00 = average; > 1 = over-indexed (winning more than their fair share); < 1 = under-indexed (white space).