INSPERITY RETIREMENT SERVICES
1 known alias resolved via the canonical alias map
Market position · 2024
Plans served25+5 YoYRank #611 of mapped providers
Assets under administration$10.4B0.0%Market share · rank #1132
Fees received$8MMedian $2,625/planSum across Schedule C direct + indirect
Net wins YoY+58 won · 3 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 INSPERITY RETIREMENT SERVICES plan look like?
Service mix · median fees per plan
Count of plans where INSPERITY RETIREMENT SERVICES ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Sub-transfer agency fees; Participant loan processing; Recordkeeping and information management (computing, tabulating, data processing, etc.); Account maintenance fees; Participant communication; Direct payment from the plan; Distribution (12b-1) fees; Redemption fees; Recordkeeping fees; Shareholder servicing feesCode 15 | 22 | $2,575 | |
Direct payment from the plan; Recordkeeping fees; Participant loan processing; Contract Administrator; Copying and duplicating; Recordkeeping and information management (computing, tabulating, data processing, etc.); Account maintenance fees; Participant communicationCode 13 | 2 | $3,951,941 | |
Other feesCode 99 | 1 | $1,000 |
Competitor overlap
Percent of INSPERITY 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 INSPERITY RETIREMENT SERVICES.
| Sponsor | From | Assets |
|---|---|---|
R BANK TEXASTX · 264536354-001 | (new plan) | $7M |
CALIFORNIA REGIONAL MULTIPLE LISTING SERVICES, INC.CA · 954245299-001 | (new plan) | $6M |
Plans lost in 2024
Appeared last year under INSPERITY RETIREMENT SERVICES; not this year.
| Sponsor | To | Assets |
|---|---|---|
SPECIALIZED DENTAL PARTNERS, LLCTN · 832414370-001 | GLOBAL RETIREMENT PARTNERS LLC | $38M |
STEMLINE THERAPEUTICS, INC.NY · 450522567-001 | FIDELITY INVESTMENTS INSTITUTIONAL | $24M |
AMAROK, LLCSC · 260492184-001 | RAYMOND JAMES FINANCIAL SERVICES | $13M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
INSPERITY HOLDINGS, INC.TX · 760178498-001 | $9.4B | 231,912 | $8M | 10y | 1 |
INSPERITY HOLDINGS, INC.TX · 760178498-004 | $647M | 6,117 | $221,879 | 10y | 1 |
VERDUN MANAGEMENT CO LLCTX · 933865302-001 | $90M | 455 | $1,000 | 1y | - |
FMC PRACTICE SERVICES, LLCMA · 371692591-003 | $50M | 446 | $6,600 | 10y | - |
CORERX, INC.FL · 204764272-001 | $47M | 227 | $5,400 | 1y | - |
NATIONAL GRID RENEWABLES DEVELOPMENT, LLCMN · 300893581-001 | $21M | 322 | $3,075 | 4y | - |
PACIFIC CARDIOVASCULAR ASSOCIATES MEDICAL GROUP, INC.CA · 330168095-001 | $12M | 184 | $2,625 | 6y | - |
ATRIUM INSIGHT INC.CA · 824061741-001 | $12M | 155 | $2,331 | 2y | - |
TUNEIN, INC.CA · 421553162-001 | $10M | 227 | $1,537 | 3y | - |
SP VESSEL BUYER LLC 401K PLANFL · 853313356-001 | $10M | 398 | $7,051 | 2y | - |
Flag exposure
60.0%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 (1)
Raw Schedule C names collapsed into INSPERITY RETIREMENT SERVICES.
- INSPERITY RETIREMENT 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 INSPERITY 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 | 2 | 8.00% | 7.76% | +0.24 pp |
| Fidelity bond gap | 1 | 4.00% | 26.94% | -22.94 pp |
| Late contributions | 1 | 4.00% | 1.71% | +2.29 pp |
| Failed to provide benefit | 0 | 0.00% | 0.14% | -0.14 pp |
| Corrective distributions | 3 | 12.00% | 1.76% | +10.24 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 INSPERITY 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