HEALTHEQUITY RETIREMENT SERVICES
4 known aliases resolved via the canonical alias map
Market position · 2024
Plans served23+3 YoYRank #660 of mapped providers
Assets under administration$180M0.0%Market share · rank #6416
Fees received$422,730Median $18,311/planSum across Schedule C direct + indirect
Net wins YoY+34 won · 1 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 HEALTHEQUITY RETIREMENT SERVICES plan look like?
Service mix · median fees per plan
Count of plans where HEALTHEQUITY RETIREMENT SERVICES ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Plan Administrator; Named fiduciary; Participant loan processing; Investment advisory (plan); Claims processing; Direct payment from the plan; Other feesCode 12 | 23 | $18,311 |
Competitor overlap
Percent of HEALTHEQUITY 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 HEALTHEQUITY RETIREMENT SERVICES.
| Sponsor | From | Assets |
|---|---|---|
NIGHTINGALE COLLEGE, LLCUT · 371708791-001 | AMERITAS LIFE INSURANCE CORP | $9M |
NUVIA MSO, LLCUT · 844528017-001 | AMERITAS LIFE INSURANCE CORP | $7M |
LARITECH, INC.CA · 954861882-002 | PAYCHEX, INC. | $6M |
SPEED OF LIGHT OPS, LLC DBA SOLOUT · 352616034-001 | MATRIX TRUST COMPANY | $3M |
Plans lost in 2024
Appeared last year under HEALTHEQUITY RETIREMENT SERVICES; not this year.
| Sponsor | To | Assets |
|---|---|---|
JANE MARKETPLACE, LLCUT · 461048564-001 | MATRIX TRUST COMPANY | $3M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
BARNEY TRUCKING, INC.UT · 870331328-001 | $18M | 666 | $28,389 | 5y | 1 |
MOD SUPER FAST PIZZA, LLCWA · 262450462-003 | $13M | 3,447 | $32,092 | 6y | 2 |
PROVIDENCE HALLUT · 261417186-003 | $12M | 381 | $19,957 | 7y | 1 |
NORTHWEST RESTAURANTS, INCWA · 911696017-003 | $11M | 3,110 | $25,712 | 8y | 1 |
CALLTOWER, INC.UT · 943411257-003 | $9M | 199 | $20,126 | 5y | 1 |
PW COMPANIES, LLCUT · 461611716-003 | $9M | 158 | $21,463 | 7y | 1 |
CAPITAL PREMIUM FINANCING, LLCUT · 820423224-001 | $9M | 178 | $20,451 | 3y | - |
SURE STEEL, INC.UT · 870509964-003 | $9M | 566 | $18,311 | 8y | 1 |
REDSTONE RESIDENTIAL, INC.UT · 870492731-002 | $9M | 746 | $16,979 | 4y | 1 |
AMERICAN CRAFTS, L.C.UT · 870573741-003 | $9M | 288 | $48,103 | 8y | 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 HEALTHEQUITY RETIREMENT SERVICES.
- HEALTHEQUITY
- HEALTHEQUITY RETIREMENT SERVICES
- HEALTHEQUITY RETIREMENT SERVICES, L
- HEALTHEQUITY, 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 HEALTHEQUITY 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 | 17 | 73.91% | 1.71% | +72.20 pp |
| Failed to provide benefit | 0 | 0.00% | 0.14% | -0.14 pp |
| Corrective distributions | 5 | 21.74% | 1.76% | +19.98 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 HEALTHEQUITY 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
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).