NFP RETIREMENT INC
192 known aliases resolved via the canonical alias map
Market position · 2024
Plans served698+35 YoYRank #44 of mapped providers
Assets under administration$78.6B0.1%Market share · rank #183
Fees received$28MMedian $32,836/planSum across Schedule C direct + indirect
Net wins YoY+41175 won · 134 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 NFP RETIREMENT INC plan look like?
Service mix · median fees per plan
Count of plans where NFP RETIREMENT INC ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Recordkeeping fees; Investment advisory (plan)Code 27 | 464 | $35,601 | |
Other feesCode 99 | 62 | $25,309 | |
Other fees; Consulting (general)Code 16 | 47 | $29,758 | |
Other fees; Investment advisory (participants)Code 26 | 41 | $24,000 | |
Shareholder servicing fees; Investment managementCode 28 | 23 | $33,000 | |
Plan Administrator; Contract AdministratorCode 13 | 19 | $11,666 | |
Other services; Contract Administrator; Accounting (including auditing); Investment advisory (plan); Consulting (general); Direct payment from the planCode 10 | 14 | $24,659 | |
Insurance agents and brokers; Insurance services; Insurance brokerage commissions and feesCode 22 | 5 | $2,346 |
Competitor overlap
Percent of NFP RETIREMENT INC'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 NFP RETIREMENT INC.
| Sponsor | From | Assets |
|---|---|---|
NVR, INC.VA · 541394360-334 | FIDELITY INVESTMENTS INSTITUTIONAL | $1.3B |
NVR, INC.VA · 541394360-333 | FIDELITY INVESTMENTS INSTITUTIONAL | $1.0B |
ACI WORLDWIDE CORPNE · 470567215-002 | FIDELITY INVESTMENTS INSTITUTIONAL | $612M |
DELEK US HOLDINGS, INC.TN · 522319066-001 | STRATEGIC ADVISORS, INC. | $392M |
PALO ALTO FOUNDATION MEDICAL GROUP, INC.CA · 510656809-007 | ASCENSUS LLC | $362M |
TRUSTEES OF PHILLIPS ACADEMYMA · 042103579-001 | TIAA | $349M |
RPC, INC.FL · 592707333-003 | GREAT-WEST LIFE & ANNUITY INSURANCE | $326M |
MASONITE CORPORATIONFL · 640198020-101 | CHARLES SCHWAB & CO., INC. | $324M |
UNIVERSITY OF MARYLAND UPPER CHESAPEAKE HEALTH SYSTEM, INC.MD · 521398513-002 | FIDUCIARY PLAN CONSULTANTS LLC | $296M |
CHESAPEAKE UTILITIES CORPORATIONDE · 510064146-002 | FIDELITY INVESTMENTS INSTITUTIONAL | $220M |
Plans lost in 2024
Appeared last year under NFP RETIREMENT INC; not this year.
| Sponsor | To | Assets |
|---|---|---|
NETJETS AVIATION, INC.OH · 310682096-001 | NOVAPOINT CAPITAL LLC | $2.1B |
IHEART COMMUNICATIONS, INC.TX · 741787539-001 | VOYA RETIREMENT INSURANCE & ANNUITY | $1.3B |
PAYCHEX RETIREMENT LLCNY · 853275179-001 | KEITH R SOLTIS | $1.1B |
NETJETS INC.OH · 510383060-001 | ENVESTNET RETIREMENT SOLUTIONS, LLC | $702M |
DELTA DENTAL OF CALIFORNIACA · 941461312-002 | CHARLES SCHWAB & CO., INC. | $626M |
SURGICAL CARE AFFILIATES, LLCMN · 208922307-001 | FIDELITY INVESTMENTS INSTITUTIONAL | $582M |
ANDERSEN TAX LLCCA · 331197384-001 | THE VANGUARD GROUP, INC. | $283M |
PUBLIC HEALTH INSTITUTECA · 941646278-002 | FIDUCIARY INVESTMENT ADVISORS | $246M |
ALAMO GROUP INC.TX · 742149829-001 | FIDELITY INVESTMENTS INSTITUTIONAL | $218M |
ALTAMED HEALTH SERVICES CORPORATIONCA · 952810095-001 | G. W. SHERWOLD ASSOCIATES, INC. | $211M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
ADP TOTALSOURCE GROUP, INC.FL · 592452823-001 | $9.2B | 335,802 | $253,225 | 9y | 1 |
ALBERTSONS COMPANIES, INC.CA · 475579477-002 | $8.0B | 236,172 | $173,000 | 7y | 1 |
SEAGATE U.S. LLCCA · 770545987-001 | $2.3B | 6,861 | $27,500 | 5y | - |
BOARD OF TRUSTEES AUTOMOTIVE INDUSTRIES PENSION PLANCA · 941133245-001 | $2.1B | 22,897 | $77,520 | 2y | - |
WOOD GROUP U.S. HOLDINGS, INC.TX · 760688757-001 | $2.1B | 14,256 | $74,990 | 9y | 1 |
ATRIUS MSO, LLCMN · 871803974-001 | $1.6B | 10,541 | $2,000 | 2y | 2 |
SEALED AIR CORPORATIONNC · 650654331-002 | $1.5B | 9,675 | $85,000 | 6y | 1 |
NVR, INC.VA · 541394360-334 | $1.3B | 8,716 | $7,725 | 1y | 1 |
BAKER TILLY ADVISORY GROUP PARENT, LPIL · 991405547-002 | $1.3B | 9,464 | $59,342 | 1y | 1 |
BAKER TILLY ADVISORY GROUP PARENT, LPWI · 390859910-002 | $1.2B | 10,195 | $118,747 | 4y | 1 |
Flag exposure
83.4%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 (192)
Raw Schedule C names collapsed into NFP RETIREMENT INC.
- ACU-NFP RETIREMENT INC
- AFS ADVISORS / NFP
- AFS ADVISORS/NFP
- KESTRA ADVISORY SERVICE - NFP
- KESTRA ADVISORY SERVICE C/O NFP
- KESTRA ADVISORY SERVICES %NFP
- KESTRA ADVISORY SERVICES C/O NFP
- KESTRA ADVISORY SERVICES CO NFP
- KESTRA ADVISORY SERVICES, C/O NFP
- KESTRA ADVISORY SERVICES, C/P NFP
- KESTRA FINANCIAL/NFP ADVISOR SERV
- KESTRA FINANCIAL/NFP ADVISOR SERV I
- KESTRA INVESTMENT SERVICES NFP
- MARK D. RAY, NFP SECURITIES, INC.
- MOORE & VAN ALLEN PLLC C/O NFP
- NFP
- NFP (KESTRA ADVISORY SERVICES)
- NFP (KESTRA ADVISORY)
- NFP - NATIONAL FINANCIAL PARTNERS
- NFP 13-3616686
- NFP 401K ADVISORS
- NFP ADISOR SERVICES, LLC
- NFP ADVISOR SECURITIES INC
- NFP ADVISOR SECURITIES LLC
- NFP ADVISOR SECURITIES, 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 NFP RETIREMENT INC'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 | 23 | 3.30% | 7.76% | -4.47 pp |
| Fidelity bond gap | 24 | 3.44% | 26.94% | -23.50 pp |
| Late contributions | 183 | 26.22% | 1.71% | +24.50 pp |
| Failed to provide benefit | 23 | 3.30% | 0.14% | +3.16 pp |
| Corrective distributions | 191 | 27.36% | 1.76% | +25.61 pp |
| Loss discovered | 1 | 0.14% | 0.00% | +0.14 pp |
New-plan formation share
Share of plans filing for the first time each year that landed with NFP RETIREMENT INC. Compare to the incumbent market share (1.0%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-1.0 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).