PEGGY S. EDGE, CPA, LLC
16 known aliases resolved via the canonical alias map
Market position · 2024
Plans served19+2 YoYRank #793 of mapped providers
Assets under administration$17.1B0.0%Market share · rank #756
Fees received$394,656Median $9,000/planSum across Schedule C direct + indirect
Net wins YoY+26 won · 4 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 PEGGY S. EDGE, CPA, LLC plan look like?
Service mix · median fees per plan
Count of plans where PEGGY S. EDGE, CPA, LLC 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.); Other services; Accounting (including auditing)Code 10 | 15 | $9,000 | |
Consulting fees; Consulting (pension); Recordkeeping and information management (computing, tabulating, data processing, etc.); Direct payment from the plan; Recordkeeping feesCode 15 | 3 | $9,000 | |
Direct payment from the plan; Employee (plan)Code 30 | 1 | $148,551 |
Competitor overlap
Percent of PEGGY S. EDGE, CPA, LLC'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 PEGGY S. EDGE, CPA, LLC.
| Sponsor | From | Assets |
|---|---|---|
DMX, LLC D/B/A MOOD MEDIATX · 202796414-002 | CREATIVE PLANNING LLC | $83M |
BROWN DISTRIBUTING COMPANY, LTDTX · 742983920-001 | ROBERT HALF | $39M |
ELEMENT 78 PARTNERS, LLCIL · 830824413-002 | RETIREMENT HORIZONS INC. | $33M |
MOLECULAR TEMPLATES, INC.MA · 264296035-001 | OPPENHEIMER | $19M |
SENTE MORTGAGETX · 260402100-001 | COMMONWEATH FINANCIAL NETWORK | $9M |
MANPOW, LLCTX · 453999763-001 | VOYA RETIREMENT INSURANCE & ANNUITY | $6M |
Plans lost in 2024
Appeared last year under PEGGY S. EDGE, CPA, LLC; not this year.
| Sponsor | To | Assets |
|---|---|---|
SANTA CRUZ HEALTH SERVICES, INC.TX · 742864969-001 | ADP BROKER-DEALER | $2M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
BAE SYSTEMS, INC.VA · 223537950-003 | $10.6B | 58,807 | $29,100 | 5y | - |
BAE SYSTEMS, INC.VA · 223537950-050 | $3.2B | 20,783 | $50,205 | 10y | - |
PACE INDUSTRY UNION-MANAGEMENT PENSION FUNDTN · 116166763-001 | $2.8B | 60,684 | $148,551 | 10y | - |
DMX, LLC D/B/A MOOD MEDIATX · 202796414-002 | $83M | 1,004 | $28,000 | 8y | 2 |
AMERICAN CAMPUS COMMUNITIES SERVICESTX · 201560940-001 | $66M | 5,213 | $10,000 | 2y | - |
CWS CAPITAL PARTNERS LLCTX · 330787121-003 | $49M | 1,517 | $9,000 | 10y | - |
BROWN DISTRIBUTING COMPANY, LTDTX · 742983920-001 | $39M | 498 | $8,500 | 4y | - |
ELEMENT 78 PARTNERS, LLCIL · 830824413-002 | $33M | 481 | $9,000 | 1y | - |
SXSW LLCTX · 461604402-001 | $23M | 220 | $8,000 | 5y | - |
MJ MANAGEMENT, LLCTX · 742947475-001 | $19M | 191 | $7,800 | 6y | - |
Flag exposure
89.5%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 (16)
Raw Schedule C names collapsed into PEGGY S. EDGE, CPA, LLC.
- PEGGY BYRD
- PEGGY EDGE
- PEGGY EDGE CPA
- PEGGY EDGE DBA PEGGY EDGE CPA LLC
- PEGGY EDGE, CPA
- PEGGY EDGE, CPA, LLC
- PEGGY MACNAMARA
- PEGGY S EDGE
- PEGGY S EDGE CPA
- PEGGY S EDGE CPA LLC
- PEGGY S EDGE, CPA
- PEGGY S. EDGE CPA LLC
- PEGGY S. EDGE, CAP, LLC
- PEGGY S. EDGE, CPA LLC
- PEGGY S. EDGE, CPA, LLC
- PEGGY S. EDGE,CPA 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 PEGGY S. EDGE, CPA, LLC'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 | 1 | 5.26% | 7.76% | -2.50 pp |
| Fidelity bond gap | 1 | 5.26% | 26.94% | -21.68 pp |
| Late contributions | 4 | 21.05% | 1.71% | +19.34 pp |
| Failed to provide benefit | 0 | 0.00% | 0.14% | -0.14 pp |
| Corrective distributions | 3 | 15.79% | 1.76% | +14.03 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 PEGGY S. EDGE, CPA, LLC. 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).