CATHY HAYES
7 known aliases resolved via the canonical alias map
Market position · 2024
Plans served3+1 YoYRank #4377 of mapped providers
Assets under administration$1.1B0.0%Market share · rank #4312
Fees received$212,196Median $64,441/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 CATHY HAYES plan look like?
Service mix · median fees per plan
Count of plans where CATHY HAYES ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Recordkeeping fees; Employee (plan)Code 30 | 3 | $64,441 |
Competitor overlap
Percent of CATHY HAYES'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 CATHY HAYES.
| Sponsor | From | Assets |
|---|
Plans lost in 2024
Appeared last year under CATHY HAYES; not this year.
| Sponsor | To | Assets |
|---|
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
BOARD OF TRUSTEES OF THE SHEET METAL WORKERS 73 PENSION FUNDIL · 516126221-001 | $786M | 5,310 | $64,441 | 5y | - |
TRUSTEES OF THE INTERNATIONAL UNION OF OPERATING ENGINEERSIN · 350416012-001 | $161M | 7,071 | $13,179 | 8y | - |
INTERNATIONAL BROTHERHOOD OF TEAMSTERSDC · 530215427-001 | $152M | 528 | $134,576 | 8y | - |
Flag exposure
33.3%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 (7)
Raw Schedule C names collapsed into CATHY HAYES.
- CATHY DAUGHERTY
- CATHY HAYES
- CATHY PAUL
- CATHY SLATER
- CATHY SUE REARDON
- CATHY WAXENBERG
- CATHY WRIGHT
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 CATHY HAYES'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 | 0 | 0.00% | 1.71% | -1.71 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 CATHY HAYES. Compare to the incumbent market share (0.0%) - higher = winning new business, lower = coasting on existing relationships.
0.0%+0.0 pp vs incumbent