CLARK NUBER
8 known aliases resolved via the canonical alias map
Market position · 2024
Plans served47+1 YoYRank #381 of mapped providers
Assets under administration$40.8B0.1%Market share · rank #375
Fees received$1MMedian $23,700/planSum across Schedule C direct + indirect
Net wins YoY-18 won · 9 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 CLARK NUBER plan look like?
Service mix · median fees per plan
Count of plans where CLARK NUBER ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Other fees; Accounting (including auditing)Code 10 | 44 | $23,214 | |
Investment advisory (plan)Code 27 | 1 | $17,800 | |
Direct payment from the planCode 50 | 1 | $26,500 | |
Other feesCode 99 | 1 | $50,076 |
Competitor overlap
Percent of CLARK NUBER'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 CLARK NUBER.
| Sponsor | From | Assets |
|---|---|---|
T-MOBILE USA, INC.WA · 911983600-001 | FIDELITY INVESTMENTS INSTITUTIONAL | $9.1B |
SYMETRA LIFE INSURANCE COMPANYWA · 910742147-001 | STRATEGIC ADVISORS, INC. | $552M |
BOYD CORPORATION, INC.CA · 941125294-002 | TRANSAMERICA RETIREMENT SOLUTIONS | $92M |
NORPAC RESOURCES, LLCWA · 680568571-001 | NORTHWEST PLAN SERVICES, INC. | $61M |
RYAN, SWANSON & CLEVELAND, PLLCWA · 910392954-001 | THE VANGUARD GROUP, INC. | $57M |
HIGHSPOT, INC.WA · 465072122-001 | FIDELITY INVESTMENTS INSTITUTIONAL | $56M |
BOYD CORPORATION INC. (WOBURN, INC.)MA · 042761155-001 | VASQUEZ & COMPANY LLP | $38M |
Plans lost in 2024
Appeared last year under CLARK NUBER; not this year.
| Sponsor | To | Assets |
|---|---|---|
SWEDISH HEALTH SERVICESWA · 910433740-016 | PLAN MEMBER SERVICES | $278M |
WESTERN WASHINGTON MEDICAL GROUP, INC., P.S.WA · 911602128-001 | NORTHWEST PLAN SERVICES, INC. | $91M |
ST JOSEPH HEALTH SYSTEMWA · 953589356-002 | STRATEGIC ADVISORS, INC. | $88M |
DILIGENT CORPORATIONNY · 811402466-002 | GALLAGHER FIDUCIARY ADVISORS, LLC | $75M |
KITSAP BANKWA · 910283150-001 | LPL FINANCIAL | $53M |
BSQUARE CORPORATIONWA · 911650880-001 | ONEDIGITAL INVESTMENT ADVISORS LLC | $22M |
BANK OF THE PACIFICWA · 911069728-002 | CAPFINANCIAL PARTNERS LLC | $20M |
PRO SPORTS CLUBWA · 911256440-001 | NORTHWEST PLAN SERVICES, INC. | $19M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
PROVIDENCE HEALTH & SERVICESWA · 510216586-010 | $10.1B | 119,632 | $69,000 | 2y | 2 |
T-MOBILE USA, INC.WA · 911983600-001 | $9.1B | 95,644 | $123,000 | 6y | 2 |
PROVIDENCE HEALTH & SERVICESWA · 510216586-002 | $6.5B | 60,228 | $51,500 | 2y | - |
ST.JOSEPH HEALTH SYSTEMWA · 953589356-004 | $4.5B | 42,076 | $48,600 | 2y | 2 |
FRED HUTCHINSON CANCER CENTERWA · 911935159-001 | $1.5B | 9,895 | $35,300 | 3y | 1 |
UNIVAR SOLUTIONS USA LLCIL · 911347935-002 | $1.1B | 7,350 | $34,100 | 10y | 1 |
F5, INC.WA · 911714307-001 | $1.1B | 4,391 | $30,060 | 10y | 1 |
RECREATIONAL EQUIPMENT, INC.WA · 910656890-001 | $1.0B | 22,024 | $31,300 | 10y | 1 |
PUGET SOUND ENERGY, INC.WA · 910374630-001 | $830M | 5,133 | $40,850 | 9y | - |
OVERLAKE HOSPITAL MEDICAL CENTERWA · 910652651-002 | $654M | 5,420 | $34,833 | 3y | 2 |
Flag exposure
87.2%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 (8)
Raw Schedule C names collapsed into CLARK NUBER.
- CLARK NUBER
- CLARK NUBER P.S
- CLARK NUBER P.S.
- CLARK NUBER PS
- CLARK NUBER, P.S.
- CLARK NUBER, PS
- CLARK NUBERPS
- CLARKNUBER PS
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 CLARK NUBER'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 | 1 | 2.13% | 7.76% | -5.63 pp |
| Fidelity bond gap | 0 | 0.00% | 26.94% | -26.94 pp |
| Late contributions | 17 | 36.17% | 1.71% | +34.46 pp |
| Failed to provide benefit | 4 | 8.51% | 0.14% | +8.37 pp |
| Corrective distributions | 22 | 46.81% | 1.76% | +45.05 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 CLARK NUBER. Compare to the incumbent market share (0.1%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.1 pp vs incumbent
Geographic penetration index
(Provider plans in state / state plans) divided by the provider's overall share of the market. Index 1.00 = average; > 1 = over-indexed (winning more than their fair share); < 1 = under-indexed (white space).