LETTERSTREAM
4 known aliases resolved via the canonical alias map
Market position · 2024
Plans served10+5 YoYRank #1355 of mapped providers
Assets under administration$2.2B0.0%Market share · rank #2966
Fees received$213,993Median $7,854/planSum across Schedule C direct + indirect
Net wins YoY+55 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 LETTERSTREAM plan look like?
Service mix · median fees per plan
Count of plans where LETTERSTREAM ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Direct payment from the plan; Other services; Copying and duplicatingCode 36 | 7 | $7,445 | |
Contract AdministratorCode 13 | 1 | $8,263 | |
Other fees; Direct payment from the planCode 50 | 1 | $116,937 | |
Other feesCode 99 | 1 | $6,050 |
Competitor overlap
Percent of LETTERSTREAM'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 LETTERSTREAM.
| Sponsor | From | Assets |
|---|---|---|
BOARD OF TRUSTEES, DESERT STATES EMPLOYERS & UFCWAZ · 846277982-001 | SOUTHWEST SERVICE ADMINISTRATORS | $1.0B |
OPERATING ENGINEERS LOCAL 428 ANNUITY TRUST FUNDAZ · 866025732-002 | PGIM INVESTMENTS | $313M |
BOARD OF TRUSTEES OF IBEW LOCAL UNION NO. 520 ANNUITY TRUST FUNDNM · 752072597-001 | PRUDENTIAL RETIREMENT INSURANCE AND | $138M |
IBEW LOCAL UNION NO. 60 401(K) PLANNM · 316632806-001 | PRUDENTIAL RETIREMENT INSURANCE AND | $73M |
THE BOARD OF TRUSTEES OF THE FOOD & BEVERAGE WORKERS UNION 23 & EMP. PAZ · 521806724-001 | WITHUMSMITH+BROWN, PC | $50M |
Plans lost in 2024
Appeared last year under LETTERSTREAM; not this year.
| Sponsor | To | Assets |
|---|
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
BOARD OF TRUSTEES, DESERT STATES EMPLOYERS & UFCWAZ · 846277982-001 | $1.0B | 55,607 | $116,937 | 1y | - |
OPERATING ENGINEERS LOCAL 428 ANNUITY TRUST FUNDAZ · 866025732-002 | $313M | 8,185 | $22,131 | 1y | - |
NEW MEXICO ELECTRICIANS RETIREMENT BENEFIT FUNDNM · 516105542-001 | $239M | 2,603 | $6,630 | 5y | - |
BOARD OF TRUSTEES OF IBEW LOCAL UNION NO. 520 ANNUITY TRUST FUNDNM · 752072597-001 | $138M | 4,683 | $6,050 | 1y | - |
BOARD OF TRUSTEES ARIZONA SHEET METAL PENSION TRUST FUNDAZ · 866069718-001 | $124M | 1,698 | $11,457 | 10y | - |
B OF T IBEW LOCAL NOS 570 & 518 AND SOUTHERN AZ CHAP NECA PENSION PLANAZ · 866089862-001 | $119M | 1,529 | $7,445 | 3y | - |
IBEW LOCAL UNION NO. 60 401(K) PLANNM · 316632806-001 | $73M | 4,544 | $8,263 | 1y | - |
THE BOARD OF TRUSTEES OF THE FOOD & BEVERAGE WORKERS UNION 23 & EMP. PAZ · 521806724-001 | $50M | 6,379 | $5,904 | 1y | - |
BOARD OF TRUSTEES ARIZONA LABORERS & TEAMSTERS PENSION TRUST FUNDAZ · 866084210-001 | $45M | 2,192 | $23,522 | 9y | - |
BOARD OF TRUSTEES - ARIZONA BRICKLAYERS PENSION TRUST FUNDAZ · 516119487-001 | $34M | 649 | $5,654 | 9y | - |
Flag exposure
90.0%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 LETTERSTREAM.
- LETTERSTREAM
- LETTERSTREAM INC
- LETTERSTREAM INC.
- LETTERSTREAM, 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 LETTERSTREAM'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 LETTERSTREAM. Compare to the incumbent market share (0.0%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.0 pp vs incumbent