DURHAM JONES & PINEGAR
4 known aliases resolved via the canonical alias map
Market position · 2024
Plans served3+2 YoYRank #2909 of mapped providers
Assets under administration$318M0.0%Market share · rank #5676
Fees received$15,217Median $6,321/planSum across Schedule C direct + indirect
Net wins YoY+22 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 DURHAM JONES & PINEGAR plan look like?
Service mix · median fees per plan
Count of plans where DURHAM JONES & PINEGAR ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Legal; Direct payment from the planCode 29 | 2 | $6,641 | |
Other feesCode 99 | 1 | $1,935 |
Competitor overlap
Percent of DURHAM JONES & PINEGAR'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 DURHAM JONES & PINEGAR.
| Sponsor | From | Assets |
|---|---|---|
SECURITY NATIONAL FINANCIAL CORPORATIONUT · 870345941-002 | LARSON FINANCIAL GROUP LLC | $37M |
DYNO NOBEL INC. AND SUBSIDIARIESUT · 870409179-004 | GREAT-WEST LIFE & ANNUITY INSURANCE | $36M |
Plans lost in 2024
Appeared last year under DURHAM JONES & PINEGAR; not this year.
| Sponsor | To | Assets |
|---|
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
LEAVITT GROUP ENTERPRISES, INC.UT · 880090855-001 | $244M | 4,854 | $6,321 | 7y | 1 |
SECURITY NATIONAL FINANCIAL CORPORATIONUT · 870345941-002 | $37M | 469 | $6,961 | 1y | - |
DYNO NOBEL INC. AND SUBSIDIARIESUT · 870409179-004 | $36M | 389 | $1,935 | 1y | 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 DURHAM JONES & PINEGAR.
- DENTONS DURHAM JONES PINEGAR
- DURHAM JONES & PINEGAR
- DURHAM, JONES & PINEGA
- DURHAM, JONES, & PINEGAR
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 DURHAM JONES & PINEGAR'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 | 1 | 33.33% | 1.76% | +31.57 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 DURHAM JONES & PINEGAR. Compare to the incumbent market share (0.0%) - higher = winning new business, lower = coasting on existing relationships.
0.0%+0.0 pp vs incumbent