Segal Marco Advisors
advisor27 known aliases resolved via the canonical alias map
Market position · 2024
Plans served237-14 YoYRank #92 of mapped providers
Assets under administration$208.8B0.2%Market share · rank #67
Fees received$22MMedian $56,333/planSum across Schedule C direct + indirect
Net wins YoY-1415 won · 29 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 Segal Marco Advisors plan look like?
Service mix · median fees per plan
Count of plans where Segal Marco Advisors ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Participant communication; Investment advisory (plan); Direct payment from the planCode 27 | 186 | $60,000 | |
Other fees; Consulting (general)Code 16 | 14 | $53,149 | |
Investment management; Investment management fees paid directly by planCode 28 | 11 | $39,344 | |
Investment advisory (plan); Direct payment from the plan; Consulting (pension)Code 17 | 10 | $42,750 | |
Recordkeeping fees; Investment management fees paid directly by plan; Other investment fees and expenses; Direct payment from the planCode 50 | 3 | $32,000 | |
Direct payment from the plan; Custodial (other than securities)Code 18 | 2 | $226,208 | |
Trustee (individual)Code 20 | 2 | $31,989 | |
Other services; Direct payment from the planCode 49 | 2 | $23,417 |
Competitor overlap
Percent of Segal Marco 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 Segal Marco Advisors.
| Sponsor | From | Assets |
|---|---|---|
TEAMSTERS JOINT COUNCIL NO. 83 OF VIRGINIA PENSION FUNDVA · 546097996-001 | Invesco National Trust Company | $1.5B |
ELECTRICAL WORKERS LOCAL 369 RETIREMENT FUNDKY · 610957563-001 | ISSI, Inc. | $549M |
BOARD OF TRUSTEES, STEAMFITTERS LOCAL #449 RETIREMENT SECURITY FUNDPA · 256135334-001 | Ascensus | $402M |
STURDY MEMORIAL HOSPITAL, INC.MA · 042768252-002 | Financial Engines Advisors LLC | $218M |
BOARD OF TRUSTEES OF NECA-IBEW MEMPHIS RETIREMENT PLANMI · 621256120-002 | Empower | $213M |
PLUMBERS & PIPEFITTERS LOCAL NO 189 AND MCACOOH · 310894807-001 | SEI Private Trust Company | $192M |
TRUSTEES OF LOCAL NO. 41 IBEW ANNUITYNY · 166069938-001 | Marco Consulting Group | $121M |
BD OF TRUSTEES-SOUTHERN CT IBEW ANNUITY FUNDCT · 060932220-001 | Prudential Retirement Insurance & Annuity Co. | $86M |
BOARD OF TRUSTEES-SOUTHERN CT IBEW PENSION FUNDCT · 060969878-001 | Zenith Administrative Services | $58M |
BOARD OF TRUSTEES, MINNEAPOLIS RETAIL MEAT CUTTERS ANDMN · 832598425-001 | Invesco Trust Co | $29M |
Plans lost in 2024
Appeared last year under Segal Marco Advisors; not this year.
| Sponsor | To | Assets |
|---|---|---|
BOARD OF TRUSTEES OF 1199SEIU HEALTH CARE EMPLOYEES PENSION FUNDNY · 133604862-001 | UpToDate, Inc. | $16.2B |
SPRINKLER INDUSTRY SUPPLEMENTAL PENSION FUND JOINT BOARD OF TRUSTEESMD · 141595069-001 | JOHN EGER | $2.6B |
BOARD OF TRUSTEES OF CENTRAL LABORERS' PENSION FUNDIL · 376052379-001 | EMPLOYEE 33 | $1.3B |
TRUSTEES OF THE MEMBERS RETIREMENT PLANIL · 362164320-001 | MAGGIE PECK | $674M |
NATIONAL BASKETBALL ASSOCIATIONNJ · 135582586-334 | Segal Advisors | $651M |
BOARD OF TRUSTEES OF THE 1199SEIU HOME CARE EMPLOYEES PENSION FUNDNY · 133943904-001 | 1199SEIU National Benefit Fund | $554M |
COMMUNITY FOUNDATION OF NORTHWEST INDIANA, INC.IN · 311128781-005 | Lincoln Financial | $391M |
PENSION FUND FOR HOSPITAL AND HEALTH CARE EMPLOYEESPA · 232627428-001 | ERIC BROOKS | $356M |
I.A.T.S.E. LOCAL 16 PENSION PLAN TRUSTEESCA · 946296420-001 | Walter Scott | $270M |
COMMUNITY FOUNDATION OF NORTHWEST INDIANA, INC.IN · 311128781-004 | Lincoln Financial | $206M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
TRUSTEES OF THE NATIONAL ELECTRICAL BENEFIT FUNDMD · 530181657-001 | $20.4B | 693,723 | $398,908 | 7y | - |
TRUSTEES OF THE NATIONAL ELECTRICAL ANNUITY PLANMD · 526132372-001 | $18.1B | 182,716 | $166,402 | 7y | - |
NATIONAL ELEVATOR INDUSTRY PENSION PLAN PLAN BOARD OF TRUSTEESPA · 232694291-001 | $12.2B | 54,107 | $2M | 9y | 1 |
TRUSTEES OF UFCW INT'L UNION - INDUSTRY PENSION FUNDIL · 516055922-001 | $8.2B | 204,155 | $466,841 | 9y | - |
BOARD OF TRUSTEES OF THE DEFERRED SALARY PLAN OF THE ELECTRICAL INDNY · 112656063-004 | $8.0B | 33,824 | $158,291 | 8y | 1 |
B/O/T UNITED ASSOCIATION NATIONAL PENSION FUNDVA · 526152779-001 | $7.7B | 196,837 | $334,716 | 8y | - |
BOARD OF TRUSTEES BOILERMAKER-BLACKSMITH NATIONALMO · 486168020-001 | $7.5B | 80,280 | $14,000 | 7y | - |
BD OF TRUSTEES OF THE ELEV CONSTU ANNUITY AND 401K RET PLANPA · 522125995-001 | $7.3B | 37,105 | $208,000 | 2y | 1 |
JOINT BOARD OF TRUSTEES, BAKERY & CONFECTIONERY UNION & INDUSTRYMD · 526118572-001 | $6.6B | 99,660 | $460,625 | 8y | - |
BOARD OF TRUSTEES OF MID-AMERICA CARPENTERS REGIONAL COUNCIL PENSION FIL · 366130207-001 | $6.4B | 37,623 | $600,875 | 9y | - |
Flag exposure
89.0%Market: 89.1%
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 (27)
Raw Schedule C names collapsed into Segal Marco Advisors.
- HUNTINGTON PRIVATE BANK
- SEAGLA MARCO
- SEGAL MARCH ADVISORS
- SEGAL MARCO
- SEGAL MARCO ADVISOR
- SEGAL MARCO ADVISORS
- SEGAL MARCO ADVISORS INC
- SEGAL MARCO ADVISORS INVESTMENT
- SEGAL MARCO ADVISORS INVESTMENT SOL
- SEGAL MARCO ADVISORS, INC
- SEGAL MARCO ADVISORS, INC.
- SEGAL MARCO ADVISORS,INC
- SEGAL MARCO ADVISORS. INC
- SEGAL MARCO ADVISORS. INC.
- SEGAL MARCO CONSULTING
- SEGAL MARCO CONSULTING GROUP
- SEGAL MARCO GROUP
- SEGAL MARCO INVESTMENT CONSULTING
- SEGAL MARCO INVESTORS
- SEGAL MARCOS
- SEGAL MARCOS ADVISORS
- SEGAL MARCOS ADVSORS
- SEGAL/MARCO
- SEGALMARCO
- SEGALMARCO ADVISOR
Book composition by plan size
Bars stack to total plans served; segments use the same asset cutoffs as the /plans 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 Segal Marco 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 | 2 | 0.84% | 7.76% | -6.92 pp |
| Fidelity bond gap | 0 | 0.00% | 26.94% | -26.94 pp |
| Late contributions | 15 | 6.33% | 1.71% | +4.62 pp |
| Failed to provide benefit | 2 | 0.84% | 0.14% | +0.70 pp |
| Corrective distributions | 5 | 2.11% | 1.76% | +0.35 pp |
| Loss discovered | 1 | 0.42% | 0.00% | +0.42 pp |
New-plan formation share
Share of plans filing for the first time each year that landed with Segal Marco Advisors. Compare to the incumbent market share (0.3%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.3 pp vs incumbent
Frequent partners by role
Who else shows up on Segal Marco Advisors's plans most often. Switch tabs by counterparty role - high-overlap names are either referral channels (advisors, auditors) or competitive blocks (other recordkeepers).
| Partner | Shared plans | % of book |
|---|---|---|
| Proskauer Rose LLP | 14 | 5.9% |
| Reinhart Boerner Van Deuren S.C. | 14 | 5.9% |
| Slevin & Hart PC | 11 | 4.6% |
| O'Donoghue & O'Donoghue LLP | 10 | 4.2% |
| Cohen Weiss & Simon LLP | 9 | 3.8% |
| Arnold Newbold Sollars & Hollins PC | 8 | 3.4% |
| Blitman & King LLP | 7 | 3.0% |
| Morgan Lewis & Bockius LLP | 7 | 3.0% |
| Archer Byington Glennon & Levine | 6 | 2.5% |
| Asher Gittler & D'Alba Ltd | 6 | 2.5% |
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).