PORTLAND GLOBAL ADVISORS
3 known aliases resolved via the canonical alias map
Market position · 2024
Plans served2-1 YoYRank #4892 of mapped providers
Assets under administration$380M0.0%Market share · rank #5419
Fees received$112,830Median $56,415/planSum across Schedule C direct + indirect
Net wins YoY-10 won · 1 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 PORTLAND GLOBAL ADVISORS plan look like?
Service mix · median fees per plan
Count of plans where PORTLAND GLOBAL ADVISORS ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Trustee (bank, trust company, or similar financial institution); Investment management; Investment advisory (plan)Code 21 | 1 | $103,603 | |
Investment advisory (participants); Direct payment from the planCode 26 | 1 | $9,227 |
Competitor overlap
Percent of PORTLAND GLOBAL ADVISORS'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 PORTLAND GLOBAL ADVISORS.
| Sponsor | From | Assets |
|---|
Plans lost in 2024
Appeared last year under PORTLAND GLOBAL ADVISORS; not this year.
| Sponsor | To | Assets |
|---|---|---|
ANDROSCOGGIN SAVINGS BANKME · 010020240-002 | BAKER NEWMAN NOYES | $25M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
SPECTRUM HEALTHCARE PARTNERS, P.A.ME · 010510040-002 | $360M | 856 | $9,227 | 9y | - |
ANDROSCOGGIN SAVINGS BANKME · 010020240-001 | $20M | 224 | $103,603 | 2y | - |
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 (3)
Raw Schedule C names collapsed into PORTLAND GLOBAL ADVISORS.
- PORTLAND GLOBAL ADVISORS
- PORTLAND GLOBAL ADVISORS LLC
- PORTLAND TRUST COMPANY
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 PORTLAND GLOBAL ADVISORS'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 PORTLAND GLOBAL ADVISORS. Compare to the incumbent market share (0.0%) - higher = winning new business, lower = coasting on existing relationships.
0.0%+0.0 pp vs incumbent