GUIDANCE POINT RETIREMENT SERVICES
8 known aliases resolved via the canonical alias map
Market position · 2024
Plans served11-1 YoYRank #1255 of mapped providers
Assets under administration$585M0.0%Market share · rank #4823
Fees received$178,382Median $16,000/planSum across Schedule C direct + indirect
Net wins YoY-11 won · 2 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 GUIDANCE POINT RETIREMENT SERVICES plan look like?
Service mix · median fees per plan
Count of plans where GUIDANCE POINT RETIREMENT SERVICES ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Investment advisory (plan); Other investment fees and expenses; Investment management fees paid directly by plan; Investment managementCode 27 | 9 | $16,000 | |
Consulting (general); Direct payment from the planCode 16 | 1 | $16,000 | |
Investment management; Direct payment from the planCode 28 | 1 | $8,513 |
Competitor overlap
Percent of GUIDANCE POINT RETIREMENT 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 GUIDANCE POINT RETIREMENT SERVICES.
| Sponsor | From | Assets |
|---|---|---|
STRATEGIC RISK SOLUTIONS, INCMA · 043199991-001 | (new plan) | $26M |
Plans lost in 2024
Appeared last year under GUIDANCE POINT RETIREMENT SERVICES; not this year.
| Sponsor | To | Assets |
|---|---|---|
SEVEN HILLS FOUNDATION, INC.MA · 043293659-001 | TRANSAMERICA RETIREMENT SOLUTIONS | $41M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
UNIVERSITY OF NEW ENGLANDME · 010211810-001 | $249M | 2,176 | $16,000 | 3y | - |
IRVING OIL TERMINALS INC.NH · 043430664-001 | $81M | 1,008 | $31,500 | 2y | - |
REDINGTON FAIRVIEW GENERAL HOSPITALME · 010284446-002 | $60M | 1,109 | $17,986 | 10y | 1 |
MEDWORKS, INC.IN · 352000863-001 | $45M | 408 | $8,513 | 10y | - |
SANBORN, HEAD & ASSOCIATES, INC.NH · 020463099-001 | $39M | 216 | $28,920 | 8y | - |
STRATEGIC RISK SOLUTIONS, INCMA · 043199991-001 | $26M | 156 | $6,500 | 1y | 2 |
O'HARA CORPORATIONME · 010314950-001 | $23M | 470 | $15,344 | 10y | 1 |
BARTON & ASSOCIATES INC.MA · 043582777-001 | $22M | 647 | $16,000 | 6y | - |
WHITE HOUSE MOTELME · 010381910-333 | $16M | 751 | $9,997 | 10y | 1 |
WILLIAM T. GARDNER, INC.ME · 010327414-001 | $14M | 130 | $6,500 | 10y | 1 |
Flag exposure
72.7%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 GUIDANCE POINT RETIREMENT SERVICES.
- GUIDANCE POINT
- GUIDANCE POINT RET SERVICES, LLC
- GUIDANCE POINT RET. SERVICES, LLC
- GUIDANCE POINT RETIREMENT
- GUIDANCE POINT RETIREMENT SERVICES
- GUIDANCE POINT RETIREMENT SVCS LLC
- GUIDANCE POINT RETIREMENT SVCS, LLC
- GUIDANCE POINT RS, LLC
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 GUIDANCE POINT RETIREMENT 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 | 0 | 0.00% | 26.94% | -26.94 pp |
| Late contributions | 3 | 27.27% | 1.71% | +25.56 pp |
| Failed to provide benefit | 0 | 0.00% | 0.14% | -0.14 pp |
| Corrective distributions | 4 | 36.36% | 1.76% | +34.61 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 GUIDANCE POINT RETIREMENT SERVICES. Compare to the incumbent market share (0.0%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.0 pp vs incumbent