ECONOMIC GROUP PENSION SERVICES
23 known aliases resolved via the canonical alias map
Market position · 2024
Plans served114Rank #170 of mapped providers
Assets under administration$3.7B0.0%Market share · rank #2240
Fees received$1MMedian $7,575/planSum across Schedule C direct + indirect
Net wins YoY+226 won · 24 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 ECONOMIC GROUP PENSION SERVICES plan look like?
Service mix · median fees per plan
Count of plans where ECONOMIC GROUP PENSION SERVICES ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Other services; Direct payment from the plan; Contract Administrator; Other feesCode 13 | 46 | $5,891 | |
Other services; Other feesCode 49 | 38 | $5,216 | |
Recordkeeping fees; Participant loan processing; Recordkeeping and information management (computing, tabulating, data processing, etc.)Code 15 | 16 | $5,625 | |
Accounting (including auditing); Contract AdministratorCode 10 | 4 | $12,131 | |
Other feesCode 99 | 4 | $13,638 | |
Recordkeeping and information management (computing, tabulating, data processing, etc.); Consulting (general); Participant loan processing; Direct payment from the plan; Actuarial; Contract Administrator; Plan AdministratorCode 11 | 1 | $20,571 | |
Plan AdministratorCode 14 | 1 | $6,400 | |
Other services; Consulting (general)Code 16 | 1 | $6,030 |
Competitor overlap
Percent of ECONOMIC GROUP PENSION SERVICES'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 ECONOMIC GROUP PENSION SERVICES.
| Sponsor | From | Assets |
|---|---|---|
AUGUSTA ENT, P.C.GA · 581981690-001 | ASCENSUS LLC | $34M |
KANSAS ORTHOPAEDIC CENTER, P.A.KS · 481098300-001 | FRONTIER CAPITAL MANAGEMENT | $27M |
HAZARD CONSTRUCTION COMPANYCA · 330807734-001 | GREAT-WEST LIFE & ANNUITY INSURANCE | $27M |
MILWAUKEE CENTER FOR INDEPENDENCE, INC.WI · 390806257-001 | GREAT-WEST LIFE & ANNUITY INSURANCE | $25M |
SOUTHERN MICHIGAN BANCORP, INC.MI · 382407501-002 | EGPS | $22M |
AUGUSTA ONCOLOGY ASSOCIATES, P.C.GA · 581481590-002 | TRANSAMERICA RETIREMENT SOLUTIONS | $16M |
DSC DREDGE, LLCLA · 271571085-001 | POSTLETHWAITE & NETTERVILLE | $14M |
M BAR C CONSTRUCTION, INC.CA · 203171392-002 | ASCENSUS LLC | $13M |
INTECROWD LLCFL · 472762732-001 | VOYA RETIREMENT INSURANCE & ANNUITY | $12M |
CARLS GOLFLAND, INC.MI · 381893867-002 | CPI QUALIFIED PLAN CONSULTANTS, INC | $12M |
Plans lost in 2024
Appeared last year under ECONOMIC GROUP PENSION SERVICES; not this year.
| Sponsor | To | Assets |
|---|---|---|
ITHACA COLLEGENY · 150532204-001 | TIAA | $597M |
HILLEL THE FOUNDATION FOR JEWISH CAMPUS LIFEDC · 521844823-001 | D'AMICO WAWRIN & COMPANY CPAS, LLC | $102M |
TAKARA BIO, USA, INC.CA · 770035190-002 | METZ & ASSOCIATES PLLC | $57M |
GOODWYN MILLS CAWOOD, LLCAL · 854128572-001 | STRATEGIC ADVISORS, INC. | $45M |
METAIRIE PARK COUNTRY DAY SCHOOLLA · 720259360-001 | BOURGEOIS BENNETT LLC | $38M |
FRIENDS UNIVERSITYKS · 480547702-001 | LINCOLN NATIONAL CORPORATION | $36M |
BEREXCO LLCKS · 270937886-001 | HAYS COMPANIES | $30M |
HEAD AND NECK ASSOCIATES OF ORANGE COUNTY, INC.CA · 953856252-003 | (new plan) | $13M |
GBANKNV · 260154236-001 | PRINCIPAL LIFE INSURANCE COMPANY | $12M |
MANNING BUILDING SUPPLIES, INC.FL · 592398136-001 | (new plan) | $10M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
HNI CORPORATIONIA · 420617510-001 | $1.5B | 11,042 | $22,830 | 3y | 2 |
CONSOLIDATED ASSET MANAGEMENT SERVICES, LLCTX · 412239010-001 | $203M | 1,909 | $0 | 3y | - |
CONSOLIDATED ASSET MANAGEMENT SERVICES, LLCTX · 412239010-003 | $89M | 1,041 | $26,475 | 3y | - |
HOWARD INDUSTRIES, INC.MS · 640466143-005 | $88M | 1,474 | $15,500 | 2y | - |
PACIFIC RIM MECHANICAL CONTRACTORS, INC.CA · 030489033-001 | $80M | 1,147 | $6,150 | 5y | - |
FINFROCK HOLDINGS, INC.FL · 592954885-001 | $59M | 680 | $12,964 | 4y | 2 |
CANCER SPECIALISTS, LLCFL · 455523028-001 | $57M | 699 | $24,271 | 4y | - |
PATTERSON & SHERIDAN, LLPTX · 223340889-001 | $54M | 232 | $0 | 3y | 1 |
CROSS RIVER BANKNJ · 261942598-001 | $53M | 816 | $21,725 | 1y | 1 |
CORRECT CRAFT HOLDING COMPANY, LLCFL · 460635077-001 | $50M | 1,730 | $87,350 | 2y | - |
Flag exposure
81.6%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 (23)
Raw Schedule C names collapsed into ECONOMIC GROUP PENSION SERVICES.
- ECONIMIC GROUP PENSION SERVICES
- ECONOMIC GROP PENSION SERVICES LLC
- ECONOMIC GROPUP PENSION SERVICES
- ECONOMIC GROUP PENSION
- ECONOMIC GROUP PENSION SERIVES
- ECONOMIC GROUP PENSION SERVICE
- ECONOMIC GROUP PENSION SERVICE LLC
- ECONOMIC GROUP PENSION SERVICE, INC
- ECONOMIC GROUP PENSION SERVICES
- ECONOMIC GROUP PENSION SERVICES INC
- ECONOMIC GROUP PENSION SERVICES LLC
- ECONOMIC GROUP PENSION SERVICES, I
- ECONOMIC GROUP PENSION SERVICES, IN
- ECONOMIC GROUP PENSION SERVICES, LL
- ECONOMIC GROUP PENSION SERVICES,INC
- ECONOMIC GROUP PENSION SERVICS
- ECONOMIC GROUP PENSION SERVICS INC
- ECONOMIC GROUP PENSION SERVIES, INC
- ECONOMIC GROUP PENSION SRVS INC
- ECONOMIC GROUP PENSION SVCS
- ECONOMIC GROUP PENSION SVCS INC
- ECONOMIC GROUP SERVICES INC
- ECONOMIC GROWTH PENSION SERVICES
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 ECONOMIC GROUP PENSION SERVICES'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 | 5 | 4.39% | 26.94% | -22.56 pp |
| Late contributions | 34 | 29.82% | 1.71% | +28.11 pp |
| Failed to provide benefit | 0 | 0.00% | 0.14% | -0.14 pp |
| Corrective distributions | 14 | 12.28% | 1.76% | +10.52 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 ECONOMIC GROUP PENSION SERVICES. Compare to the incumbent market share (0.2%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.2 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).