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PEG GLOBAL PRIVATE EQUITY VII

9 known aliases resolved via the canonical alias map

Market position · 2024

Plans served1-3 YoYRank #10363 of mapped providers
Assets under administration$1.8B0.0%Market share · rank #3394
Fees received$319,543Median $319,543/planSum across Schedule C direct + indirect
Net wins YoY-30 won · 3 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 PEG GLOBAL PRIVATE EQUITY VII plan look like?
Service mix · median fees per plan
Count of plans where PEG GLOBAL PRIVATE EQUITY VII ships each service code, and the median compensation they report under it.
ServicePlansMedian feesDistribution
Investment managementCode 28
1$319,543
Competitor overlap
Percent of PEG GLOBAL PRIVATE EQUITY VII'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 PEG GLOBAL PRIVATE EQUITY VII.
SponsorFromAssets
Plans lost in 2024
Appeared last year under PEG GLOBAL PRIVATE EQUITY VII; not this year.
SponsorToAssets
HORMEL FOODS CORPORATIONMN · 410319970-001
CURCIO WEBB$880M
HORMEL FOODS CORPORATIONMN · 410319970-002
CURCIO WEBB$297M
BOARD OF TRUSTEES OF THE 32BJ/BROADWAY LEAGUE PENSION FUNDNY · 131998219-001
JP MORGAN INVESTMENT MANAGEMENT INC$68M
Top plans by assets
Searchable full list lands with the commercial layer.
PlanAssetsParticipantsFeesTenureFlags
BOARD OF TRUSTEES - INDIANA LABORERS PENSION FUNDIN · 356027150-001
$1.8B28,807$319,5437y-
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 (9)
Raw Schedule C names collapsed into PEG GLOBAL PRIVATE EQUITY VII.
  • PEG
  • PEG EURO CORP FINANCE
  • PEG GLOBAL PRIVATE EQUITY
  • PEG GLOBAL PRIVATE EQUITY VII
  • PEG GLOBAL PRIVATE EQUITY XII
  • PEG GLOBAL PRIVATE IX
  • PEG MANAGEMENT
  • PEG US CORP FINANCE
  • PEG VENTURE CAPITAL
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 PEG GLOBAL PRIVATE EQUITY VII's book against the same flag's overall prevalence across all filings. Negative delta = under-indexed (cleaner book); positive = elevated risk surface.
FlagPlans flaggedProvider %Market %Delta
Recently terminated00.00%7.76%-7.76 pp
Fidelity bond gap00.00%26.94%-26.94 pp
Late contributions00.00%1.71%-1.71 pp
Failed to provide benefit00.00%0.14%-0.14 pp
Corrective distributions00.00%1.76%-1.76 pp
Loss discovered00.00%0.00%-0.00 pp
New-plan formation share
Share of plans filing for the first time each year that landed with PEG GLOBAL PRIVATE EQUITY VII. Compare to the incumbent market share (0.0%) - higher = winning new business, lower = coasting on existing relationships.
0.0%+0.0 pp vs incumbent
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