KEITER
15 known aliases resolved via the canonical alias map
Market position · 2024
Plans served17+6 YoYRank #873 of mapped providers
Assets under administration$3.6B0.0%Market share · rank #2260
Fees received$348,631Median $18,162/planSum across Schedule C direct + indirect
Net wins YoY+66 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 KEITER plan look like?
Service mix · median fees per plan
Count of plans where KEITER ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Direct payment from the plan; Accounting (including auditing)Code 10 | 15 | $18,162 | |
Consulting feesCode 70 | 1 | $17,500 | |
Other feesCode 99 | 1 | $5,881 |
Competitor overlap
Percent of KEITER'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 KEITER.
| Sponsor | From | Assets |
|---|---|---|
THE BRINK'S COMPANYVA · 541317776-001 | T ROWE PRICE RPS INC | $508M |
TREDEGAR CORPORATIONVA · 541497771-002 | FIDELITY INVESTMENTS INSTITUTIONAL | $137M |
AMERICAN TYPE CULTURE COLLECTIONVA · 530196548-003 | PRINCIPAL LIFE INSURANCE COMPANY | $71M |
ESSENTRA HOLDINGS CORPORATIONIL · 541863320-001 | WILLIAMS MULLEN | $43M |
KBS, INC.VA · 541008617-001 | SUNTRUST BANKS, INC. | $31M |
MASONIC HOME OF VIRGINIAVA · 540541802-002 | VOYA RETIREMENT INSURANCE & ANNUITY | $8M |
Plans lost in 2024
Appeared last year under KEITER; not this year.
| Sponsor | To | Assets |
|---|
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
HUNTON ANDREWS KURTH LLPVA · 540572269-003 | $1.3B | 2,562 | $17,600 | 10y | - |
THE BRINK'S COMPANYVA · 541317776-001 | $508M | 10,890 | $20,950 | 1y | - |
APEX SYSTEMS, LLCVA · 541773546-001 | $479M | 5,775 | $34,739 | 10y | 2 |
ALFA LAVAL INC.VA · 131681631-004 | $319M | 2,591 | $17,500 | 7y | - |
APEX SYSTEMS, LLCVA · 541773546-002 | $232M | 26,375 | $30,383 | 6y | 1 |
CCA INDUSTRIES, INC.VA · 541480927-001 | $139M | 3,571 | $12,500 | 10y | 1 |
TREDEGAR CORPORATIONVA · 541497771-002 | $137M | 1,916 | $6,778 | 3y | - |
HIRSCHLER FLEISCHER, A PROFESSIONAL CORPORATIONVA · 541438598-001 | $111M | 212 | $15,825 | 10y | - |
HUNTON ANDREWS KURTH LLPVA · 540572269-051 | $90M | 317 | $15,800 | 8y | - |
ASGN INCORPORATED.CA · 954023433-001 | $74M | 858 | $40,551 | 2y | - |
Flag exposure
82.4%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 (15)
Raw Schedule C names collapsed into KEITER.
- KEITER
- KEITER CPAS
- KEITER SLABAUGH PENNY & HOLME
- KEITER STEPHENS
- KEITER STEPHENS HURST GARY SHREAVES
- KEITER STEPHENS HURST GARY SHRIEVES
- KEITER, SLABAUGH, PENNY & HOLME LLC
- KEITER, STEPHENS, GU
- KEITER, STEPHENS, HURST, GARY
- KEITER, STEPHENS, HURST, GARY & SHR
- KEITER, STEPHENS, HURST, GARY &SHR
- KEITER, STEPHENS, HURST, GARY, PC
- KEITER, STEPHENS, HURST, GRAY, &SHR
- KEITER,STEPHENS,GARY,HURST &SHREAVE
- KEITER,STEPHENS,HURST,GARY & SHREAV
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 KEITER'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 | 1 | 5.88% | 1.71% | +4.17 pp |
| Failed to provide benefit | 1 | 5.88% | 0.14% | +5.74 pp |
| Corrective distributions | 2 | 11.76% | 1.76% | +10.01 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 KEITER. 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).