COMPERIO RETIREMENT CONSULTING, INC
8 known aliases resolved via the canonical alias map
Market position · 2024
Plans served14-3 YoYRank #1056 of mapped providers
Assets under administration$1.1B0.0%Market share · rank #4170
Fees received$450,315Median $30,000/planSum across Schedule C direct + indirect
Net wins YoY-40 won · 4 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 COMPERIO RETIREMENT CONSULTING, INC plan look like?
Service mix · median fees per plan
Count of plans where COMPERIO RETIREMENT CONSULTING, INC ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Investment advisory (plan)Code 27 | 8 | $30,000 | |
Investment advisory (plan); Consulting (general)Code 16 | 4 | $43,637 | |
Investment management fees paid directly by plan; Investment advisory (participants); Direct payment from the plan; Investment management; Investment advisory (plan)Code 26 | 1 | $9,000 | |
Other servicesCode 49 | 1 | $5,000 |
Competitor overlap
Percent of COMPERIO RETIREMENT CONSULTING, INC'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 COMPERIO RETIREMENT CONSULTING, INC.
| Sponsor | From | Assets |
|---|
Plans lost in 2024
Appeared last year under COMPERIO RETIREMENT CONSULTING, INC; not this year.
| Sponsor | To | Assets |
|---|---|---|
SONEPAR MANAGEMENT US, INCSC · 232975775-001 | MORNINGSTAR | $1.0B |
UNITED REFINING COMPANYPA · 251411751-002 | LVBW LLP | $103M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
GFL ENVIRONMENTAL HOLDINGS (US), INC.NC · 384015039-001 | $312M | 11,631 | $36,360 | 4y | - |
PEPSI BOTTLING VENTURES LLCNC · 223657794-005 | $220M | 3,683 | $70,000 | 10y | 1 |
JACKSON KELLY PLLCWV · 550394215-002 | $147M | 488 | $44,000 | 9y | - |
ELLIOTT DAVIS, LLCSC · 570381582-001 | $145M | 1,270 | $5,000 | 1y | 1 |
LAKELAND TOURS, LLCVA · 541902946-001 | $91M | 1,830 | $43,274 | 2y | 2 |
COLINXSC · 571112798-001 | $51M | 1,205 | $20,800 | 8y | 1 |
DANZER SERVICES, INC.PA · 351885748-003 | $36M | 525 | $35,999 | 10y | - |
THE REYNOLDS COMPANYSC · 432103451-003 | $26M | 149 | $24,000 | 10y | - |
THE NORTH CAROLINA MUTUAL WHOLESALE DRUG COMPANY, INC.NC · 560576951-001 | $23M | 167 | $37,000 | 10y | - |
GREGORY ELECTRIC COMPANY, INC.SC · 570362682-002 | $20M | 278 | $15,000 | 4y | 1 |
Flag exposure
78.6%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 COMPERIO RETIREMENT CONSULTING, INC.
- COMPERIO RET. CONSULTING
- COMPERIO RETIREMENT
- COMPERIO RETIREMENT CONSULT
- COMPERIO RETIREMENT CONSULTING
- COMPERIO RETIREMENT CONSULTING INC
- COMPERIO RETIREMENT CONSULTING INC.
- COMPERIO RETIREMENT CONSULTING, IN
- COMPERIO RETIREMENT CONSULTING, 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 COMPERIO RETIREMENT CONSULTING, INC'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 | 2 | 14.29% | 7.76% | +6.52 pp |
| Fidelity bond gap | 1 | 7.14% | 26.94% | -19.80 pp |
| Late contributions | 3 | 21.43% | 1.71% | +19.72 pp |
| Failed to provide benefit | 1 | 7.14% | 0.14% | +7.00 pp |
| Corrective distributions | 6 | 42.86% | 1.76% | +41.10 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 COMPERIO RETIREMENT CONSULTING, INC. Compare to the incumbent market share (0.0%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.0 pp vs incumbent