BSR & CO.
6 known aliases resolved via the canonical alias map
Market position · 2024
Plans served5-1 YoYRank #2015 of mapped providers
Assets under administration$42.5B0.1%Market share · rank #359
Fees received$202,478Median $29,389/planSum across Schedule C direct + indirect
Net wins YoY-10 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 BSR & CO. plan look like?
Service mix · median fees per plan
Count of plans where BSR & CO. ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Direct payment from the plan; Accounting (including auditing)Code 10 | 3 | $11,890 | |
Direct payment from the plan; Other servicesCode 49 | 2 | $77,973 |
Competitor overlap
Percent of BSR & CO.'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 BSR & CO..
| Sponsor | From | Assets |
|---|
Plans lost in 2024
Appeared last year under BSR & CO.; not this year.
| Sponsor | To | Assets |
|---|---|---|
MASSACHUSETTS INSTITUTE OF TECHNOLOGYMA · 042103594-002 | WILLIS TOWERS WATSON US LLC | $5.4B |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
CITIGROUP INC.CT · 521568099-004 | $23.2B | 121,279 | $120,036 | 9y | 1 |
TWDC ENTERPRISES 18 CORP.CA · 954545390-010 | $10.4B | 34,883 | $29,389 | 6y | - |
TWDC ENTERPRISES 18 CORP.CA · 954545390-022 | $4.2B | 18,186 | $11,890 | 5y | - |
DUKE UNIVERSITYNC · 560532129-002 | $2.8B | 40,202 | $35,909 | 5y | 1 |
TWDC ENTERPRISES 18 CORP.CA · 954545390-014 | $1.8B | 53,294 | $5,254 | 4y | - |
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 (6)
Raw Schedule C names collapsed into BSR & CO..
- BSR
- BSR & CO
- BSR & CO.
- BSR & CO. LLP
- BSR AND CO. LLP
- BSR AND COMPANY
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 BSR & CO.'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 | 20.00% | 1.71% | +18.29 pp |
| Failed to provide benefit | 0 | 0.00% | 0.14% | -0.14 pp |
| Corrective distributions | 1 | 20.00% | 1.76% | +18.24 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 BSR & CO.. Compare to the incumbent market share (0.0%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.0 pp vs incumbent