TANNER LLC
11 known aliases resolved via the canonical alias map
Market position · 2024
Plans served17+1 YoYRank #848 of mapped providers
Assets under administration$3.1B0.0%Market share · rank #2491
Fees received$344,360Median $19,572/planSum across Schedule C direct + indirect
Net wins YoY+14 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 TANNER LLC plan look like?
Service mix · median fees per plan
Count of plans where TANNER LLC ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Direct payment from the plan; Accounting (including auditing)Code 10 | 17 | $19,531 | |
Investment advisory (plan)Code 27 | 1 | $16,390 |
Competitor overlap
Percent of TANNER 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 TANNER LLC.
| Sponsor | From | Assets |
|---|---|---|
O.C. TANNER COMPANYUT · 870182665-001 | GREAT-WEST LIFE & ANNUITY INSURANCE | $346M |
USANA HEALTH SCIENCES, INC.UT · 870500306-001 | FIDELITY INVESTMENTS INSTITUTIONAL | $126M |
CLARUS CORPORATIONUT · 581972600-001 | STRATEGIC ADVISORS, INC. | $28M |
OUTBOX SYSTEMS, INC.UT · 472080218-001 | KESTRA INVESTMENT SERVICES LLC | $17M |
Plans lost in 2024
Appeared last year under TANNER LLC; not this year.
| Sponsor | To | Assets |
|---|---|---|
SUNDANCE HOLDINGS GROUP, LLCUT · 201130359-001 | FIDELITY INVESTMENTS INSTITUTIONAL | $20M |
BEAUTY INDUSTRY GROUP OPCO, LLCUT · 812888224-001 | PRIVATE ADVISOR GROUP LLC | $7M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
SKYWEST, INC.UT · 870292166-001 | $1.4B | 18,854 | $29,504 | 10y | 1 |
O.C. TANNER COMPANYUT · 870182665-001 | $346M | 1,891 | $32,820 | 4y | - |
SAVAGE COMPANIESUT · 870387049-001 | $346M | 5,002 | $25,512 | 5y | 1 |
ENERGYSOLUTIONS, LLCUT · 141921823-001 | $245M | 1,821 | $22,099 | 10y | 1 |
USANA HEALTH SCIENCES, INC.UT · 870500306-001 | $126M | 1,131 | $36,005 | 1y | - |
KIRTON MCCONKIEUT · 870375296-001 | $109M | 391 | $19,685 | 9y | 1 |
JEFFERIES FINANCIAL GROUP INC.NY · 132615557-004 | $103M | 2,363 | $19,531 | 9y | - |
1-800 CONTACTS, INC.UT · 870571643-002 | $73M | 1,936 | $22,133 | 3y | 1 |
JACOBSEN CONSTRUCTION COMPANY, INC.UT · 870256624-001 | $56M | 842 | $14,000 | 6y | 1 |
JEFFERIES FINANCIAL GROUP INC.NY · 132615557-006 | $42M | 441 | $19,572 | 3y | - |
Flag exposure
82.4%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 (11)
Raw Schedule C names collapsed into TANNER LLC.
- O C TANNER COMPANY
- TANNER
- TANNER & CO.
- TANNER ACCOUNTANTS & ADVISORS
- TANNER ACCOUNTANTS & ADVSRS
- TANNER BALLEW AND MALOOF
- TANNER BUSINESS ADVISORS & CPA
- TANNER LC
- TANNER LLC
- TANNER, LLC
- TANNER, 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 TANNER 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 | 5.88% | 7.76% | -1.88 pp |
| Fidelity bond gap | 0 | 0.00% | 26.94% | -26.94 pp |
| Late contributions | 1 | 5.88% | 1.71% | +4.17 pp |
| Failed to provide benefit | 0 | 0.00% | 0.14% | -0.14 pp |
| Corrective distributions | 7 | 41.18% | 1.76% | +39.42 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 TANNER 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).