ACCESS
5 known aliases resolved via the canonical alias map
Market position · 2024
Plans served4+2 YoYRank #2504 of mapped providers
Assets under administration$16.0B0.0%Market share · rank #823
Fees received$107,476Median $25,019/planSum across Schedule C direct + indirect
Net wins YoY+23 won · 1 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 ACCESS plan look like?
Service mix · median fees per plan
Count of plans where ACCESS ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Other services; Direct payment from the planCode 49 | 3 | $26,789 | |
Other fees; Direct payment from the planCode 50 | 1 | $23,249 |
Competitor overlap
Percent of ACCESS'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 ACCESS.
| Sponsor | From | Assets |
|---|---|---|
NOKIA OF AMERICA CORPORATIONNJ · 223408857-001 | BROAD DATA SYSTEMS INC | $12.9B |
BOARD OF TRUSTEES, AFTRA RETIREMENT PLANNY · 136414972-001 | FRONTIER CAPITAL MANAGEMENT | $2.9B |
BOARD OF TRUSTEES, LOCAL 191 I.B.E.W. MONEYWA · 911176302-002 | PANAGORA ASSET MANAGEMENT | $215M |
Plans lost in 2024
Appeared last year under ACCESS; not this year.
| Sponsor | To | Assets |
|---|---|---|
TRUSTEES UFCW LOCAL 1262 PENSION FUNDNJ · 226074414-001 | HEATHER ROMERI | $971M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
NOKIA OF AMERICA CORPORATIONNJ · 223408857-001 | $12.9B | 81,332 | $23,249 | 1y | - |
BOARD OF TRUSTEES, AFTRA RETIREMENT PLANNY · 136414972-001 | $2.9B | 45,702 | $51,567 | 1y | - |
BOARD OF TRUSTEES, LOCAL 191 I.B.E.W. MONEYWA · 911176302-002 | $238M | 4,235 | $5,871 | 2y | - |
BOARD OF TRUSTEES, NORTHWEST CARPENTERS RETIREMENT PLANCA · 916029051-001 | $0 | 0 | $26,789 | 10y | 1 |
Flag exposure
100.0%Market: 89.2%
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 (5)
Raw Schedule C names collapsed into ACCESS.
- ACCESS
- ACCESS CORP
- ACCESS INFORMATION
- ACCESS INFORMATION MANAGEMENT
- ACCESS INFORMATION MGMT CORPORATION
Book composition by plan size
Bars stack to total plans served; segments use the same asset cutoffs as the /retirement 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 ACCESS'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 | 1 | 25.00% | 7.76% | +17.24 pp |
| Fidelity bond gap | 0 | 0.00% | 26.94% | -26.94 pp |
| Late contributions | 0 | 0.00% | 1.71% | -1.71 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 ACCESS. Compare to the incumbent market share (0.0%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.0 pp vs incumbent