HAYS COMPANIES
24 known aliases resolved via the canonical alias map
Market position · 2024
Plans served76+10 YoYRank #260 of mapped providers
Assets under administration$2.6B0.0%Market share · rank #2705
Fees received$3MMedian $32,222/planSum across Schedule C direct + indirect
Net wins YoY+1018 won · 8 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 HAYS COMPANIES plan look like?
Service mix · median fees per plan
Count of plans where HAYS COMPANIES ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Other fees; Investment advisory (plan)Code 27 | 51 | $33,203 | |
Trustee (bank, trust company, or similar financial institution); Other services; Recordkeeping and information management (computing, tabulating, data processing, etc.); Direct payment from the plan; Recordkeeping fees; Other feesCode 15 | 7 | $15,000 | |
Other feesCode 99 | 5 | $19,431 | |
Direct payment from the plan; Consulting (general)Code 16 | 3 | $61,608 | |
Investment management; Direct payment from the plan; Investment advisory (participants); Investment advisory (plan); Investment management fees paid directly by planCode 26 | 3 | $38,309 | |
Investment management fees paid directly by plan; Investment managementCode 28 | 2 | $33,544 | |
Consulting (pension); Accounting (including auditing)Code 10 | 1 | $5,000 | |
Investment advisory (plan); Consulting (pension); Investment management fees paid directly by planCode 17 | 1 | $57,629 |
Competitor overlap
Percent of HAYS COMPANIES'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 HAYS COMPANIES.
| Sponsor | From | Assets |
|---|---|---|
PLAN PROFESSIONALS, LLCNJ · 853213245-301 | TRUE TYPE PRINTING CO, INC. | $355M |
RIVER VALLEY BANCORPORATION, INC.WI · 391440245-001 | FIDELITY INVESTMENTS INSTITUTIONAL | $31M |
BURD & FLETCHER COMPANYMO · 440186540-001 | GENEOS WEALTH MANAGEMENT INC | $25M |
OAKWOOD VILLAGE UNIVERSITY WOODS HOMES, INC.WI · 390790565-001 | EDWARD JONES | $21M |
COLT SERVICES, LLCTX · 030498223-001 | AVANTAX INSURANCE AGENCY LLC | $18M |
MEDBRIDGE HEALTHCARE LLCSC · 342007361-002 | ADP BROKER-DEALER | $14M |
INTERMEX WIRE TRANSFER, LLCFL · 010624790-001 | MERRILL LYNCH PIERCE FENNER & SMITH | $10M |
KYNETEC USA, INC.MO · 811254487-001 | FIDELITY INVESTMENTS INSTITUTIONAL | $9M |
OURFAMILYWIZARD, LLCMN · 411993843-001 | (new plan) | $9M |
MODERN AVIATION, INC.TX · 824451754-001 | (new plan) | $7M |
Plans lost in 2024
Appeared last year under HAYS COMPANIES; not this year.
| Sponsor | To | Assets |
|---|---|---|
CYGNUS HOME SERVICE, LLCMN · 410879087-001 | SECURITIES AMERICA INC | $128M |
QUEST ANALYTICS, LLCKS · 300381293-001 | FIDELITY INVESTMENTS INSTITUTIONAL | $16M |
ACCESS & INTEGRATED PRACTICE HOLDINGS LLCMN · 454105320-001 | STRATEGIC ADVISORS, INC. | $12M |
LNO, INC.GA · 263813078-001 | (new plan) | $1M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
PLAN PROFESSIONALS, LLCNJ · 853213245-301 | $355M | 20,927 | $27,684 | 1y | 2 |
COBORN'S INCORPORATEDMN · 410824910-001 | $162M | 8,363 | $53,967 | 2y | - |
AMERICAN EQUITY INVESTMENT LIFE HOLDING COMPANYIA · 421447959-001 | $153M | 1,084 | $50,000 | 6y | 1 |
MINNESOTA BEST MAID COOKIE CO., INC.MN · 411288452-001 | $132M | 3,424 | $29,999 | 2y | 1 |
ANDERSON TRUCKING SERVICE, INC.MN · 410750435-001 | $97M | 2,147 | $10,000 | 9y | - |
EVERBRIDGE, INC.VA · 262919312-001 | $93M | 1,092 | $65,000 | 4y | 1 |
ARCTIC WOLF NETWORKS, INC.MN · 455078111-001 | $89M | 1,611 | $96,459 | 5y | 1 |
EMPIRICAL TECHNOLOGY, INC.SD · 942740498-001 | $84M | 1,475 | $49,985 | 9y | - |
DOMINIUM MANAGEMENT SERVICES, LLCMN · 262778954-001 | $79M | 1,458 | $61,863 | 9y | - |
VERSANT HEALTH HOLDCO, INC.NY · 810711451-001 | $70M | 1,275 | $70,000 | 4y | - |
Flag exposure
86.8%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 (24)
Raw Schedule C names collapsed into HAYS COMPANIES.
- HAYS
- HAYS BENEFIT GROUP
- HAYS CO OF MINNEAPOLIS
- HAYS COMPANIES
- HAYS COMPANIES INC
- HAYS COMPANIES STEEL KING INDUSTRIE
- HAYS COMPANIES, INC.
- HAYS FINANCIAL GROUP
- HAYS FINANCIAL GROUP (ACH)/BRIAN WH
- HAYS FINANCIAL GROUP LLC
- HAYS FINANCIAL GROUP, LLC
- HAYS GROUP
- HAYS GROUP INC DBA HAYS COMPANIES
- HAYS INVESTMENT ADVISORS
- HAYS INVESTMENT ADVISORS, LLC
- THE HAYS COMPANIES
- THE HAYS FINANCIAL
- THE HAYS FINANCIAL GROUP
- THE HAYS FINANCIAL GROUP LLC
- THE HAYS FINANCIAL GROUP, LLC
- THE HAYS FINANCIAL GROUP. LLC
- THE HAYS GROUP INC
- THE HAYS GROUP INC.
- THE HAYS GROUP, 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 HAYS COMPANIES'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 | 4 | 5.26% | 26.94% | -21.68 pp |
| Late contributions | 21 | 27.63% | 1.71% | +25.92 pp |
| Failed to provide benefit | 0 | 0.00% | 0.14% | -0.14 pp |
| Corrective distributions | 21 | 27.63% | 1.76% | +25.87 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 HAYS COMPANIES. Compare to the incumbent market share (0.1%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.1 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).