INSTITUTIONAL SHAREHOLDER SERVICES
4 known aliases resolved via the canonical alias map
Market position · 2024
Plans served4Rank #2341 of mapped providers
Assets under administration$20.7B0.0%Market share · rank #625
Fees received$44,046Median $7,286/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 INSTITUTIONAL SHAREHOLDER SERVICES plan look like?
Service mix · median fees per plan
Count of plans where INSTITUTIONAL SHAREHOLDER SERVICES ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Consulting (general); Direct payment from the planCode 16 | 1 | $9,126 | |
Investment advisory (plan)Code 27 | 1 | $24,222 | |
Investment management fees paid directly by plan; Investment managementCode 28 | 1 | $5,253 | |
Other services; Direct payment from the planCode 49 | 1 | $5,445 |
Competitor overlap
Percent of INSTITUTIONAL SHAREHOLDER 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 INSTITUTIONAL SHAREHOLDER SERVICES.
| Sponsor | From | Assets |
|---|
Plans lost in 2024
Appeared last year under INSTITUTIONAL SHAREHOLDER SERVICES; not this year.
| Sponsor | To | Assets |
|---|
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
INTERNATIONAL BUSINESS MACHINES CORPORATIONNY · 130871985-001 | $17.9B | 144,666 | $24,222 | 2y | - |
AMERICAN FEDERATION OF STATE, COUNTY AND MUNICIPAL EMPLOYEESDC · 530237789-001 | $1.6B | 4,659 | $9,126 | 9y | - |
BOARD OF TRUSTEES IRON WORKERSMA · 042591016-001 | $683M | 4,993 | $5,445 | 10y | - |
BOARD OF TRUSTEES, SOUTHERN CALIFORNIA LOCAL 831 -CA · 956376874-001 | $489M | 3,107 | $5,253 | 3y | - |
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 INSTITUTIONAL SHAREHOLDER SERVICES.
- INSTITUTIONAL SHAREHOLDER
- INSTITUTIONAL SHAREHOLDER SERVICES
- INSTITUTIONAL SHAREHOLDERS SERVICE
- INSTITUTIONAL SHAREHOLDERS 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 INSTITUTIONAL SHAREHOLDER 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 | 0 | 0.00% | 1.71% | -1.71 pp |
| Failed to provide benefit | 0 | 0.00% | 0.14% | -0.14 pp |
| Corrective distributions | 0 | 0.00% | 1.76% | -1.76 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 INSTITUTIONAL SHAREHOLDER 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