UKG INC
11 known aliases resolved via the canonical alias map
Market position · 2024
Plans served4-1 YoYRank #2677 of mapped providers
Assets under administration$103M0.0%Market share · rank #7234
Fees received$20,375Median $3,688/planSum across Schedule C direct + indirect
Net wins YoY-14 won · 5 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 UKG INC plan look like?
Service mix · median fees per plan
Count of plans where UKG INC ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Other feesCode 99 | 2 | $1,188 | |
Consulting (general)Code 16 | 1 | $6,000 | |
Other servicesCode 49 | 1 | $12,000 |
Competitor overlap
Percent of UKG INC'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 UKG INC.
| Sponsor | From | Assets |
|---|---|---|
TACTILE SYSTEMS TECHNOLOGY, INC.MN · 411801204-001 | CETERA ADVISOR NETWORKS LLC | $44M |
CON AM MANAGEMENT CORPORATIONCA · 953809553-001 | PRUDENTIAL RETIREMENT INSURANCE AND | $38M |
ARIZONA NUTRITIONAL SUPPLEMENTS, LLCAZ · 461253852-001 | TRANSAMERICA RETIREMENT SOLUTIONS | $12M |
THOMAS ALLEN, INC.MN · 411465839-001 | LPL FINANCIAL | $10M |
Plans lost in 2024
Appeared last year under UKG INC; not this year.
| Sponsor | To | Assets |
|---|---|---|
STIFEL FINANCIAL CORP.MO · 431273600-001 | GREAT-WEST LIFE & ANNUITY INSURANCE | $2.0B |
SHEPPARD, MULLIN, RICHTER & HAMPTON LLPCA · 951463164-002 | GERBER LLC | $795M |
LAMAR MEDIA CORP.LA · 721205791-001 | T ROWE PRICE RPS INC | $461M |
ARS ACQUISITIONS HOLDINGS, LLCTN · 450542275-001 | GREAT-WEST LIFE & ANNUITY INSURANCE | $161M |
SCOTT-MCRAE AUTOMOTIVE GROUP, LLLPFL · 591992210-001 | UBS FINANCIAL SERVICES INC | $42M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
TACTILE SYSTEMS TECHNOLOGY, INC.MN · 411801204-001 | $44M | 1,277 | $12,000 | 1y | - |
CON AM MANAGEMENT CORPORATIONCA · 953809553-001 | $38M | 1,841 | $1,375 | 1y | 1 |
ARIZONA NUTRITIONAL SUPPLEMENTS, LLCAZ · 461253852-001 | $12M | 474 | $6,000 | 1y | 2 |
THOMAS ALLEN, INC.MN · 411465839-001 | $10M | 675 | $1,000 | 1y | 1 |
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 (11)
Raw Schedule C names collapsed into UKG INC.
- KRONOS
- THE ULTIMATE SOFTWARE GROUP
- THE ULTIMATE SOFTWARE GROUP INC
- THE ULTIMATE SOFTWARE GROUP INC.
- THE ULTIMATE SOFTWARE GROUP, INC.
- UKG
- UKG INC
- UKG INC DBA ULTIMATE SOFTWARE GROUP
- UKG INC.
- UKG KRONOS SYSTEMS, LLC
- ULTIMATE SOFTWARE GROUP, INC.
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 UKG INC'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 | 1 | 25.00% | 1.71% | +23.29 pp |
| Failed to provide benefit | 0 | 0.00% | 0.14% | -0.14 pp |
| Corrective distributions | 3 | 75.00% | 1.76% | +73.24 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 UKG INC. Compare to the incumbent market share (0.0%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.0 pp vs incumbent