FIDUCIARY PARTNERS RETIREMENT GROUP
8 known aliases resolved via the canonical alias map
Market position · 2024
Plans served3Rank #3254 of mapped providers
Assets under administration$234M0.0%Market share · rank #6079
Fees received$91,369Median $14,016/planSum across Schedule C direct + indirect
Net wins YoY+00 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 FIDUCIARY PARTNERS RETIREMENT GROUP plan look like?
Service mix · median fees per plan
Count of plans where FIDUCIARY PARTNERS RETIREMENT GROUP ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Investment advisory (participants); Investment management fees paid directly by planCode 26 | 3 | $14,016 |
Competitor overlap
Percent of FIDUCIARY PARTNERS RETIREMENT GROUP'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 FIDUCIARY PARTNERS RETIREMENT GROUP.
| Sponsor | From | Assets |
|---|
Plans lost in 2024
Appeared last year under FIDUCIARY PARTNERS RETIREMENT GROUP; not this year.
| Sponsor | To | Assets |
|---|
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
SWBC PROFESSIONAL EMPLOYER SERVICES V, LLCTX · 273708085-333 | $201M | 13,911 | $69,434 | 10y | 1 |
ESSENTIAL HR, INC.TX · 752545443-334 | $16M | 450 | $7,919 | 7y | 2 |
PAYROLL MADE EASY, INC. DBA CONTINUUM HRFL · 650976069-002 | $16M | 419 | $14,016 | 7y | 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 (8)
Raw Schedule C names collapsed into FIDUCIARY PARTNERS RETIREMENT GROUP.
- FIDCUCIARY PARTNERS RETIREMENT GROU
- FIDUCIARY PARTNERS
- FIDUCIARY PARTNERS I
- FIDUCIARY PARTNERS RETIREMENT
- FIDUCIARY PARTNERS RETIREMENT GROU
- FIDUCIARY PARTNERS RETIREMENT GROUP
- FIDUCIARY PARTNERS RETIREMENT GRP I
- FIDUCIARY PARTNERS, 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 FIDUCIARY PARTNERS RETIREMENT GROUP'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 | 1 | 33.33% | 26.94% | +6.39 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 FIDUCIARY PARTNERS RETIREMENT GROUP. Compare to the incumbent market share (0.0%) - higher = winning new business, lower = coasting on existing relationships.
0.0%+0.0 pp vs incumbent