CAPITAL INSIGHT PARTNERS LLC
2 known aliases resolved via the canonical alias map
Market position · 2024
Plans served3+1 YoYRank #3496 of mapped providers
Assets under administration$6.5B0.0%Market share · rank #1592
Fees received$44,161Median $13,620/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 CAPITAL INSIGHT PARTNERS LLC plan look like?
Service mix · median fees per plan
Count of plans where CAPITAL INSIGHT PARTNERS LLC ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Investment advisory (plan)Code 27 | 2 | $15,271 | |
Investment advisory (participants); Direct payment from the planCode 26 | 1 | $13,620 |
Competitor overlap
Percent of CAPITAL INSIGHT PARTNERS LLC'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 CAPITAL INSIGHT PARTNERS LLC.
| Sponsor | From | Assets |
|---|---|---|
NATURAL PARTNERS, INC.NH · 860790551-001 | JOHN HANCOCK LIFE INSURANCE COMPANY | $11M |
Plans lost in 2024
Appeared last year under CAPITAL INSIGHT PARTNERS LLC; not this year.
| Sponsor | To | Assets |
|---|
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
SOUTHERN CALIFORNIA PERMANENTE MEDICAL GROUPCA · 951750445-009 | $6.5B | 23,286 | $13,620 | 3y | 1 |
NATURAL PARTNERS, INC.NH · 860790551-001 | $11M | 634 | $25,623 | 1y | 1 |
CLEAN GREEN DEVELOPMENT, LLCAZ · 273288879-001 | $1M | 105 | $4,918 | 2y | 2 |
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 (2)
Raw Schedule C names collapsed into CAPITAL INSIGHT PARTNERS LLC.
- CAPITAL INSIGHT PARTNERS LLC
- CAPITAL INSIGHT PARTNERS, LLC
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 CAPITAL INSIGHT PARTNERS LLC'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 | 1 | 33.33% | 26.94% | +6.39 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 | 3 | 100.00% | 1.76% | +98.24 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 CAPITAL INSIGHT PARTNERS LLC. Compare to the incumbent market share (0.0%) - higher = winning new business, lower = coasting on existing relationships.
0.0%+0.0 pp vs incumbent