COOKSON PEIRCE & CO INC
4 known aliases resolved via the canonical alias map
Market position · 2024
Plans served3Rank #2567 of mapped providers
Assets under administration$9.1B0.0%Market share · rank #1280
Fees received$58,137Median $14,204/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 COOKSON PEIRCE & CO INC plan look like?
Service mix · median fees per plan
Count of plans where COOKSON PEIRCE & CO INC ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Investment advisory (participants); Direct payment from the planCode 26 | 3 | $14,204 |
Competitor overlap
Percent of COOKSON PEIRCE & CO 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 COOKSON PEIRCE & CO INC.
| Sponsor | From | Assets |
|---|---|---|
WORLD GROUP LLCOH · 822539058-002 | HIGHLAND CONSULTING ASSOCIATES | $75M |
Plans lost in 2024
Appeared last year under COOKSON PEIRCE & CO INC; not this year.
| Sponsor | To | Assets |
|---|
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
THE CHARLES SCHWAB CORPORATIONTX · 943025021-002 | $8.9B | 43,502 | $38,673 | 4y | 1 |
WORLD GROUP LLCOH · 822539058-002 | $75M | 1,153 | $5,260 | 1y | 1 |
OHIO ANESTHESIA GROUP, INC.OH · 260347451-001 | $62M | 138 | $14,204 | 4y | 1 |
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 (4)
Raw Schedule C names collapsed into COOKSON PEIRCE & CO INC.
- COOKSON PEIRCE
- COOKSON PEIRCE & CO INC
- COOKSON PEIRCE & CO. INC
- COOKSON PEIRCE WEALTH MANAGEMENT
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 COOKSON PEIRCE & CO 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 | 0 | 0.00% | 7.76% | -7.76 pp |
| Fidelity bond gap | 0 | 0.00% | 26.94% | -26.94 pp |
| Late contributions | 1 | 33.33% | 1.71% | +31.62 pp |
| Failed to provide benefit | 0 | 0.00% | 0.14% | -0.14 pp |
| Corrective distributions | 2 | 66.67% | 1.76% | +64.91 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 COOKSON PEIRCE & CO 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