ISSI
3 known aliases resolved via the canonical alias map
Market position · 2024
Plans served2-8 YoYRank #3432 of mapped providers
Assets under administration$187M0.0%Market share · rank #5992
Fees received$160,874Median $80,437/planSum across Schedule C direct + indirect
Net wins YoY-71 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 ISSI plan look like?
Service mix · median fees per plan
Count of plans where ISSI ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Recordkeeping and information management (computing, tabulating, data processing, etc.)Code 15 | 1 | $104,698 | |
Consulting feesCode 70 | 1 | $56,176 |
Competitor overlap
Percent of ISSI'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 ISSI.
| Sponsor | From | Assets |
|---|---|---|
PLUMBERS LOCAL NO. 8 PENSION PLANMO · 446010180-001 | STRATEGIC CAPITAL INVESTMENT ADVISO | $112M |
Plans lost in 2024
Appeared last year under ISSI; not this year.
| Sponsor | To | Assets |
|---|---|---|
BOARD OF TRUSTEES OF CARPENTERS PENSION FUND OF ILLINOISIL · 366147396-001 | CENTRAL IL BUILDERS OF AGC | $2.1B |
ELECTRICAL WORKERS LOCAL 369 RETIREMENT FUNDKY · 610957563-001 | THE SEGAL COMPANY | $488M |
BOARD OF TRUSTEES, 701 PENSION FUNDIL · 366455509-001 | BRIDGEWAY BENEFIT TECHNOLOGIES | $429M |
BOARD OF TRUSTEES OF CHICAGO AREA IB OF T PENSION TRUST FUNDIL · 362407063-001 | BRIDGEWAY BENEFIT TECHNOLOGIES | $359M |
TRUSTEES OF THE INTERNATIONAL UNION OF OPERATING ENGINEERSIN · 350416012-001 | BRIDGEWAY BENEFIT TECHNOLOGIES | $129M |
TRUSTEES OF PLUMBERS AND STEAMFITTERS LOCAL NO. 7 ANNUITY FUNDNY · 900127434-002 | PLUMBERS AND STEAMFITTERS LOCAL 7 A | $87M |
BOARD OF TRUSTEES - SHEET METAL WORKERS LOCAL 22 PENSION FUNDNJ · 226072834-001 | BRIDGEWAY BENEFIT TECHNOLOGIES | $66M |
BOARD OF TRUSTEES BPCM LOCAL 534 DEFERRED INCOME FUNDMA · 046544055-001 | BRIDGEWAY BENEFIT TECHNOLOGIES | $43M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
PLUMBERS LOCAL NO. 8 PENSION PLANMO · 446010180-001 | $123M | 1,266 | $56,176 | 5y | - |
PLUMBERS LOCAL NO. 68 PENSION PLAN OF DEFINED CONTRIBUTION BENEFITSTX · 901259351-001 | $64M | 3,458 | $104,698 | 7y | - |
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 (3)
Raw Schedule C names collapsed into ISSI.
- ISSI
- ISSI SOFTWARE
- ISSI, 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 ISSI'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 ISSI. Compare to the incumbent market share (0.0%) - higher = winning new business, lower = coasting on existing relationships.
0.0%+0.0 pp vs incumbent