THE WELCH GROUP
9 known aliases resolved via the canonical alias map
Market position · 2024
Plans served3Rank #3155 of mapped providers
Assets under administration$2.7B0.0%Market share · rank #2688
Fees received$84,053Median $25,444/planSum across Schedule C direct + indirect
Net wins YoY+01 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 THE WELCH GROUP plan look like?
Service mix · median fees per plan
Count of plans where THE WELCH GROUP ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Investment advisory (participants); Direct payment from the planCode 26 | 1 | $38,812 | |
Investment management; Direct payment from the planCode 28 | 1 | $19,797 | |
Other feesCode 99 | 1 | $25,444 |
Competitor overlap
Percent of THE WELCH GROUP'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 THE WELCH GROUP.
| Sponsor | From | Assets |
|---|---|---|
MAYNARD NEXSEN, PCAL · 630864426-002 | CHARLES SCHWAB & CO., INC. | $410M |
Plans lost in 2024
Appeared last year under THE WELCH GROUP; not this year.
| Sponsor | To | Assets |
|---|
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
UNIVERSITY OF ALABAMA HEALTH SERVICES FOUNDATION, PCAL · 630649108-002 | $1.6B | 9,099 | $19,797 | 10y | - |
BRADLEY ARANT BOULT CUMMINGS LLPAL · 630243316-001 | $694M | 1,558 | $38,812 | 10y | 1 |
MAYNARD NEXSEN, PCAL · 630864426-002 | $410M | 1,023 | $25,444 | 1y | 1 |
Flag exposure
66.7%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 THE WELCH GROUP.
- THE WELCH GROUP
- THE WELCH GROUP LLC
- THE WELCH GROUP, LLC
- WELCH BENEFIT GROUP, INC.
- WELCH COUCH & COMPANY PA
- WELCH HORSBY & WELCH, INC
- WELCH, COUCH & COMPANY PA
- WELCH, COUCH & COMPANY, P.A.
- WELCH, COUCH, & CO., PA
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 THE WELCH GROUP'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 | 2 | 66.67% | 1.76% | +64.91 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 THE WELCH GROUP. Compare to the incumbent market share (0.0%) - higher = winning new business, lower = coasting on existing relationships.
0.0%+0.0 pp vs incumbent