ACCUITY LLP
2 known aliases resolved via the canonical alias map
Market position · 2024
Plans served6+1 YoYRank #1810 of mapped providers
Assets under administration$2.1B0.0%Market share · rank #2979
Fees received$269,849Median $39,372/planSum across Schedule C direct + indirect
Net wins YoY+11 won · 0 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 ACCUITY LLP plan look like?
Service mix · median fees per plan
Count of plans where ACCUITY LLP ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Direct payment from the plan; Consulting (general); Accounting (including auditing)Code 10 | 6 | $39,372 |
Competitor overlap
Percent of ACCUITY LLP'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 ACCUITY LLP.
| Sponsor | From | Assets |
|---|---|---|
AMERICAN SAVINGS BANK, F.S.B.HI · 990253492-004 | SAGEVIEW ADVISORY GROUP, LLC | $199M |
Plans lost in 2024
Appeared last year under ACCUITY LLP; not this year.
| Sponsor | To | Assets |
|---|
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
HAWAIIAN ELECTRIC INDUSTRIES, INC.HI · 990208097-003 | $781M | 3,300 | $90,576 | 6y | 1 |
TRUSTEES OF THE ESTATE OF BERNICE PAUAHI BISHOP DBA KAMEHAMEHA SCHOOLSHI · 990073480-007 | $653M | 3,537 | $37,068 | 7y | 1 |
KAMEHAMEHA SCHOOLSHI · 990073480-002 | $294M | 2,697 | $41,675 | 10y | - |
AMERICAN SAVINGS BANK, F.S.B.HI · 990253492-004 | $199M | 1,479 | $51,099 | 1y | 1 |
OUTRIGGER HOTELS HAWAIIHI · 990241640-002 | $163M | 2,512 | $25,131 | 10y | - |
C.S. WO & SONS, LLCHI · 990063065-001 | $33M | 254 | $24,300 | 9y | 1 |
Flag exposure
83.3%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 (2)
Raw Schedule C names collapsed into ACCUITY LLP.
- ACCUITY ADVISORS AND CPAS
- ACCUITY LLP
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 ACCUITY LLP'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 | 33.33% | 1.71% | +31.62 pp |
| Failed to provide benefit | 0 | 0.00% | 0.14% | -0.14 pp |
| Corrective distributions | 2 | 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 ACCUITY LLP. Compare to the incumbent market share (0.0%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.0 pp vs incumbent