BCG SECURITIES
13 known aliases resolved via the canonical alias map
Market position · 2024
Plans served12-5 YoYRank #987 of mapped providers
Assets under administration$407M0.0%Market share · rank #5292
Fees received$897,243Median $42,500/planSum across Schedule C direct + indirect
Net wins YoY-38 won · 11 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 BCG SECURITIES plan look like?
Service mix · median fees per plan
Count of plans where BCG SECURITIES ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Other fees; Investment advisory (plan)Code 27 | 6 | $50,518 | |
Consulting (pension)Code 17 | 3 | $35,000 | |
Insurance agents and brokersCode 22 | 1 | $50,000 | |
Investment management; Direct payment from the planCode 28 | 1 | $60,000 | |
Other commissionsCode 55 | 1 | $9,259 |
Competitor overlap
Percent of BCG SECURITIES'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 BCG SECURITIES.
| Sponsor | From | Assets |
|---|---|---|
AMPEX CORPORATIONCT · 133667696-009 | PINNACLE ASSOCIATES LTD | $109M |
ANYWHERE REAL ESTATE GROUP LLCNJ · 204381990-004 | PRUDENTIAL RETIREMENT INSURANCE AND | $80M |
TEMPEL STEEL COMPANY, LLCIL · 202122127-001 | INCOME RESEARCH & MANAGEMENT | $40M |
SELF HELP MOVEMENT INC.PA · 231985315-001 | MORNINGSTAR | $4M |
GLOBAL GP LLCMA · 141924242-001 | JP MORGAN INVESTMENT MANAGEMENT INC | $3M |
GLOBAL MONTELLO GROUP CORP.MA · 043443028-001 | JP MORGAN INVESTMENT MANAGEMENT INC | $557,535 |
BOT OF THE GUILD - CONSUMER REPORTS ADJUSTABLE RETIREMENT FUNDNJ · 463402474-001 | LEVY RATNER | $93,504 |
GUEST SERVICES, INC.VA · 530164700-003 | PRINCIPAL LIFE INSURANCE COMPANY | $0 |
Plans lost in 2024
Appeared last year under BCG SECURITIES; not this year.
| Sponsor | To | Assets |
|---|---|---|
GRIDIRON FIBER CORP.VA · 863776842-001 | LOOMIS SAYLES | $79M |
TRUSTED MEDIA BRANDS, INC.NY · 131726769-003 | (new plan) | $47M |
CONSUMER REPORTS, INC.NY · 131776434-001 | JPMORGAN INVEST HOLDINGS LLC | $34M |
NEW SOUTH COMPANIES, INC.SC · 571128614-003 | (new plan) | $1M |
INSTITUTE OF NUCLEAR POWER OPERATIONSGA · 581382198-002 | (new plan) | $59,014 |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
AMPEX CORPORATIONCT · 133667696-009 | $109M | 1,238 | $50,000 | 1y | - |
LANNETT COMPANY, INC.PA · 230787699-002 | $97M | 896 | $109,566 | 10y | 1 |
ANYWHERE REAL ESTATE GROUP LLCNJ · 204381990-004 | $80M | 1,125 | $35,000 | 1y | - |
TEMPEL STEEL COMPANY, LLCIL · 202122127-001 | $40M | 499 | $270,418 | 1y | - |
AAA COOPER TRANSPORTATIONAL · 630364620-001 | $34M | 1,151 | $60,000 | 2y | - |
ACCUPAC, LLCPA · 232017278-002 | $31M | 1,163 | $67,692 | 9y | 1 |
COMHAR, INC.PA · 237418921-002 | $12M | 569 | $33,344 | 8y | - |
SELF HELP MOVEMENT INC.PA · 231985315-001 | $4M | 127 | $6,251 | 1y | - |
DENKAI AMERICA INC.SC · 141582551-002 | $0 | 0 | $30,000 | 1y | 1 |
PHILADELPHIA TRAMRAIL ENTERPRISES, INC.PA · 232414162-001 | $0 | 0 | $9,259 | 8y | 2 |
Flag exposure
91.7%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 BCG SECURITIES.
- BCG
- BCG & COMPANY
- BCG PENSION RISK
- BCG PENSION RISK CONS.
- BCG PENSION RISK CONSULTANTS
- BCG PENSION RISK CONSULTANTS INC
- BCG PENSION RISK CONSULTANTS INC.
- BCG PENSION RISK CONSULTANTS, INC
- BCG PENSION RISK CONSULTANTS, INC.
- BCG SECURITIES
- BCG SECURITIES INC
- BCG SECURITIES INC.
- BCG SECURITIES, INC.
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 BCG SECURITIES'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 | 4 | 33.33% | 7.76% | +25.57 pp |
| Fidelity bond gap | 0 | 0.00% | 26.94% | -26.94 pp |
| Late contributions | 3 | 25.00% | 1.71% | +23.29 pp |
| Failed to provide benefit | 1 | 8.33% | 0.14% | +8.19 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 BCG SECURITIES. Compare to the incumbent market share (0.0%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.0 pp vs incumbent