INVESTMENT PERFORMANCE SERVICES
24 known aliases resolved via the canonical alias map
Market position · 2024
Plans served134+3 YoYRank #158 of mapped providers
Assets under administration$58.7B0.1%Market share · rank #254
Fees received$14MMedian $75,000/planSum across Schedule C direct + indirect
Net wins YoY+16 won · 5 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 INVESTMENT PERFORMANCE SERVICES plan look like?
Service mix · median fees per plan
Count of plans where INVESTMENT PERFORMANCE SERVICES ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Other investment fees and expenses; Direct payment from the plan; Investment advisory (plan)Code 27 | 81 | $67,500 | |
Other fees; Investment advisory (plan); Consulting (general)Code 16 | 33 | $97,500 | |
Investment management; Investment management fees paid directly by planCode 28 | 11 | $58,500 | |
Investment management; Direct payment from the plan; Consulting (pension)Code 17 | 3 | $110,000 | |
Direct payment from the plan; Custodial (securities)Code 19 | 2 | $55,834 | |
Direct payment from the plan; Consulting feesCode 50 | 2 | $50,625 | |
Accounting (including auditing); Direct payment from the planCode 10 | 1 | $27,500 | |
Trustee (individual); Direct payment from the planCode 20 | 1 | $192,636 |
Competitor overlap
Percent of INVESTMENT PERFORMANCE 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 INVESTMENT PERFORMANCE SERVICES.
| Sponsor | From | Assets |
|---|---|---|
BOARD OF TRUSTEES, IBEW 332 PENSION PLAN - PART ACA · 942688032-004 | J HERRLE | $817M |
BOARD OF TRUSTEES OF MASTERS, MATES & PILOTS PENSION PLANMD · 136372630-001 | AMERICAN FUNDS | $328M |
BOARD OF TRUSTEES OF THE BRICK MASONS' PENSION TRUSTCA · 956093333-001 | US BANK | $148M |
BOARD OF TRUSTEES OF THE MASTERS MATES & PILOTS ADJUSTABLE PENSION PLAMD · 371719247-001 | ANDCO CONSULTING | $103M |
BOARD OF TRUSTEES OF THE SOUTHERN CALIFORNIACA · 956835541-002 | ULLICO | $38M |
BOARD OF TRUSTEES - INSULATORS AND ALLIED WORKERS LOCAL NO. 46TN · 204235805-001 | SOUTHERN BENEFIT ADMINISTRATORS | $934,092 |
Plans lost in 2024
Appeared last year under INVESTMENT PERFORMANCE SERVICES; not this year.
| Sponsor | To | Assets |
|---|---|---|
BRICKLAYERS AND TROWEL TRADES INTERNATIONAL PENSION FUNDDC · 526127746-003 | BENESYS, INC. | $235M |
BOARD OF TRUSTEES OF INDUSTRIAL CARPENTERS AND PRECAST PENSION PLANCA · 946284211-001 | ALAN BILLER & ASSOCIATES | $103M |
IBEW LOCAL 508 PENSION FUNDGA · 586117431-002 | MORGAN STANLEY SMITH BARNEY | $64M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
BOARD OF TRUSTEES, PENSION TRUST FUND FOR OPERATINGCA · 946090764-001 | $5.4B | 45,574 | $606,603 | 10y | - |
BOARD OF TRUSTEES EASTERN ATLANTIC STATES CARPENTERS PENSION FUNDPA · 231613018-001 | $5.0B | 39,234 | $570,500 | 9y | - |
NATIONAL AUTOMATIC SPRINKLER INDUSTRY PENSION FUND JT BOARD OF TRUSTEEMD · 526054620-001 | $4.8B | 34,009 | $200,000 | 10y | - |
SPRINKLER INDUSTRY SUPPLEMENTAL PENSION FUND JOINT BOARD OF TRUSTEESMD · 141595069-001 | $3.3B | 29,607 | $178,750 | 3y | - |
BOARD OF TRUSTEES EASTERN ATLANTIC STATES CARPENTERS ANNUITY FUNDPA · 222406812-002 | $2.2B | 34,950 | $315,060 | 10y | - |
BRICKLAYERS & TROWEL TRADES INTL PENSION FD BD OF TRUSTEEDC · 526127746-001 | $1.9B | 76,992 | $104,744 | 9y | - |
JOINT BOARD OF TRUSTEES TEAMSTERS LOCAL 639 - EMPLOYERS PENSION TRUSTDC · 530237142-001 | $1.7B | 9,501 | $294,000 | 10y | - |
BOARD OF TRUSTEES, SOUTHERN CALIFORNIA IBEW-NECACA · 956392774-001 | $1.6B | 18,310 | $267,356 | 6y | - |
OPERATING ENGINEERS LOCAL 825 PROFIT SHARING FUNDNJ · 222507282-002 | $1.5B | 12,327 | $162,500 | 10y | - |
CENTRAL PENNSYLVANIA TEAMSTERS PENSION FUND, TRUSTEESPA · 236262789-001 | $1.5B | 25,602 | $190,000 | 5y | - |
Flag exposure
94.8%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 INVESTMENT PERFORMANCE SERVICES.
- INVESTMENT PERFOMANCE SVC
- INVESTMENT PERFORMANCE SERV LLC
- INVESTMENT PERFORMANCE SERVCIES LLC
- INVESTMENT PERFORMANCE SERVICE
- INVESTMENT PERFORMANCE SERVICE LLC
- INVESTMENT PERFORMANCE SERVICE, INC
- INVESTMENT PERFORMANCE SERVICE, L.L
- INVESTMENT PERFORMANCE SERVICE, LLC
- INVESTMENT PERFORMANCE SERVICES
- INVESTMENT PERFORMANCE SERVICES INC
- INVESTMENT PERFORMANCE SERVICES LLC
- INVESTMENT PERFORMANCE SERVICES,
- INVESTMENT PERFORMANCE SERVICES, LL
- INVESTMENT PERFORMANCE SERVICES,LLC
- INVESTMENT PERFORMANCE SEVICES
- INVESTMENT PERFORMANCE SPECIALISTS
- INVESTMENT PERFORMANCE SRVCS LLC
- INVESTMENT PERFORMANCE SRVCS, LLC
- INVESTMENT PERFORMANCE SVC
- INVESTMENT PERFORMANCE SVC LLC
- INVESTMENT PERFORMANCE SVCS
- INVESTMENT PERFORMANCE SVCS LLC
- INVESTMENT PERFORMANCE SVCS, LLC
- INVESTMENT PERFORMING SERVICES 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 INVESTMENT PERFORMANCE 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 | 3 | 2.24% | 7.76% | -5.52 pp |
| Fidelity bond gap | 2 | 1.49% | 26.94% | -25.45 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 | 1 | 0.75% | 1.76% | -1.01 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 INVESTMENT PERFORMANCE SERVICES. Compare to the incumbent market share (0.2%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.2 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).