BARCLAYS CAPITAL LE
13 known aliases resolved via the canonical alias map
Market position · 2024
Plans served3Rank #2988 of mapped providers
Assets under administration$17.5B0.0%Market share · rank #740
Fees received$6,181Median $2/planSum across Schedule C direct + indirect
Net wins YoY+00 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 BARCLAYS CAPITAL LE plan look like?
Service mix · median fees per plan
Count of plans where BARCLAYS CAPITAL LE ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Investment management; Direct payment from the planCode 28 | 1 | $6,179 | |
Securities brokerage commissions and feesCode 71 | 1 | $0 | |
Other feesCode 99 | 1 | $2 |
Competitor overlap
Percent of BARCLAYS CAPITAL LE'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 BARCLAYS CAPITAL LE.
| Sponsor | From | Assets |
|---|
Plans lost in 2024
Appeared last year under BARCLAYS CAPITAL LE; not this year.
| Sponsor | To | Assets |
|---|
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
NATIONAL RURAL ELECTRIC COOPERATIVE ASSOCIATIONVA · 530116145-444 | $16.8B | 80,475 | $0 | 3y | 1 |
TEXAS INSTRUMENTS INCORPORATEDTX · 750289970-006 | $655M | 4,772 | $6,179 | 2y | - |
TRUWEST COMPANY, LLCOH · 300719069-001 | $22M | 315 | $2 | 2y | - |
Flag exposure
66.7%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 (13)
Raw Schedule C names collapsed into BARCLAYS CAPITAL LE.
- BARCLAYS BANK LONDON
- BARCLAYS BANK PLC
- BARCLAYS CAPITAL
- BARCLAYS CAPITAL INC
- BARCLAYS CAPITAL LE
- BARCLAYS CAPITAL LE, NEW YORK
- BARCLAYS CAPITAL, INC.
- BARCLAYS CAPITALE LE
- BARCLAYS GLOBAL
- BARCLAYS GLOBAL INV NSA EQ INDX A
- BARCLAYS GLOBAL INV NSA EQ INDX FD
- BARCLAYS GLOBAL INVESTORS
- BARCLAYS WEALTH AMERICAS
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 BARCLAYS CAPITAL LE'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 | 1 | 33.33% | 1.71% | +31.62 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 BARCLAYS CAPITAL LE. Compare to the incumbent market share (0.0%) - higher = winning new business, lower = coasting on existing relationships.
0.0%+0.0 pp vs incumbent