PRM Consulting Group
advisor7 known aliases resolved via the canonical alias map
Market position · 2024
Plans served7-2 YoYRank #2172 of mapped providers
Assets under administration$3.8B0.0%Market share · rank #2188
Fees received$200,862Median $24,000/planSum across Schedule C direct + indirect
Net wins YoY-21 won · 3 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 PRM Consulting Group plan look like?
Service mix · median fees per plan
Count of plans where PRM Consulting Group ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Consulting (general)Code 16 | 4 | $19,500 | |
Contract AdministratorCode 13 | 2 | $19,031 | |
Investment advisory (participants)Code 26 | 1 | $76,800 |
Competitor overlap
Percent of PRM Consulting 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 PRM Consulting Group.
| Sponsor | From | Assets |
|---|---|---|
THE NORWOOD SCHOOL, INC.MD · 520901098-001 | Aprio | $44M |
Plans lost in 2024
Appeared last year under PRM Consulting Group; not this year.
| Sponsor | To | Assets |
|---|---|---|
SAVINGS BOARD OF THE NFL PLAYER SECOND CAREER SAVINGS PLANMD · 521852902-001 | B BELL/P ROZELLE NFL PLAYER RET PL | $3.3B |
CAP BOARD OF THE NFL PLAYER CAPITAL ACCUMULATION PLANMD · 472135215-001 | B BELL/P ROZELLE NFL PLAYER RET PL | $460M |
WILLIAMS MULLEN CLARK & DOBBINS P.C.VA · 541246519-003 | SageView | $246M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
THE GOVERNING COMMITTEE OF THE SECTION 403(B) DEFINED CONTRIBUTIONVA · 824833402-333 | $1.3B | 12,255 | $76,800 | 4y | 1 |
IOWA INDEPENDENT HIGHER EDUCATION RESEARCH FOUNDATIONIA · 421420268-333 | $621M | 5,791 | $24,000 | 3y | 1 |
THE GOVERNING BOARD OF THE PENNSYLVANIA ASSOCIATION OFPA · 843430131-333 | $543M | 4,776 | $42,000 | 4y | 1 |
GOVERNING COMMITTEE OF THE ILLINOIS INDEPENDENT COLLEGES AND UNIVERSIIL · 200174619-333 | $504M | 4,015 | $14,062 | 2y | 1 |
INDEPENDENT COLLEGES OF INDIANA ASSOCIATION, INCIN · 310901001-333 | $481M | 5,622 | $27,000 | 5y | 1 |
THE GOVERNING BOARD OF THE MI INDEPENDENT COLLEGES AND UNIVERSITIESMI · 842495214-333 | $335M | 3,467 | $12,000 | 4y | 1 |
THE NORWOOD SCHOOL, INC.MD · 520901098-001 | $48M | 378 | $5,000 | 5y | - |
Flag exposure
85.7%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 (7)
Raw Schedule C names collapsed into PRM Consulting Group.
- PRM CONSULTING
- PRM CONSULTING GROUP
- PRM CONSULTING GROUP, INC.
- PRM CONSULTING INC
- PRM CONSULTING, INC
- PRM CONSULTING, INC.
- PRM CONSULTING, NC
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 PRM Consulting 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 | 0 | 0.00% | 7.76% | -7.76 pp |
| Fidelity bond gap | 0 | 0.00% | 26.94% | -26.94 pp |
| Late contributions | 6 | 85.71% | 1.71% | +84.00 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 PRM Consulting 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 PRM Consulting 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 |
|---|---|---|
| Law Office of Allen T Steinberg PC | 3 | 42.9% |
| Hinkle Law Firm LLC | 1 | 14.3% |
| Troutman Pepper | 1 | 14.3% |