Alight
recordkeeper73 known aliases resolved via the canonical alias map
Market position · 2024
Plans served287-2 YoYRank #77 of mapped providers
Assets under administration$1.02T1.2%Market share · rank #10
Fees received$308MMedian $315,858/planSum across Schedule C direct + indirect
Net wins YoY-338 won · 41 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 Alight plan look like?
Service mix · median fees per plan
Count of plans where Alight ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Sub-transfer agency fees; Other fees; Shareholder servicing fees; Direct payment from the plan; Trustee (directed); Recordkeeping and information management (computing, tabulating, data processing, etc.)Code 15 | 180 | $549,208 | |
Investment advisory (participants); Other fees; Direct payment from the planCode 26 | 28 | $723,930 | |
Recordkeeping fees; Other services; Participant loan processing; Copying and duplicating; Participant communication; Recordkeeping and information management (computing, tabulating, data processing, etc.); Contract Administrator; Redemption fees; Direct payment from the planCode 13 | 24 | $768,263 | |
Shareholder servicing fees; Finders' fees / placement fees; Securities brokerage; Distribution (12b-1) fees; Securities brokerage commissions and feesCode 33 | 20 | $19,942 | |
Recordkeeping fees; Plan AdministratorCode 14 | 16 | $29,530 | |
Other services; Consulting (general)Code 16 | 16 | $23,575 | |
Other services; Direct payment from the planCode 49 | 12 | $42,629 | |
Securities brokerage; Distribution (12b-1) fees; Actuarial; Finders' fees / placement fees; Direct payment from the planCode 11 | 7 | $780,408 |
Competitor overlap
Percent of Alight'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 Alight.
| Sponsor | From | Assets |
|---|---|---|
RTX CORPORATIONCT · 060570975-041 | CBIZ | $41.6B |
THE HOME DEPOT, INC.GA · 953261426-001 | (new plan) | $14.1B |
EXXON MOBIL CORPORATIONTX · 135409005-001 | BNY Mellon | $12.1B |
S&P GLOBAL, INC.NY · 131026995-002 | (new plan) | $5.7B |
FEDERAL EXPRESS CORPORATIONTN · 710427007-007 | Strategic Advisers | $5.3B |
KEYCORPOH · 346542451-002 | Fidelity Investments | $4.1B |
MUFG BANK, LTDNY · 135611741-015 | Prudential Retirement Insurance & Annuity Co. | $2.9B |
GENERAL DYNAMICS CORPORATIONVA · 131673581-001 | Aon | $2.7B |
XYLEM INC.NY · 452080495-001 | Strategic Advisers | $1.8B |
BECTON DICKINSON AND COMPANYNJ · 220760120-004 | PGIM | $1.7B |
Plans lost in 2024
Appeared last year under Alight; not this year.
| Sponsor | To | Assets |
|---|---|---|
3M COMPANYMN · 410417775-002 | Hughes Pittman & Gupton LLP | $14.3B |
3M COMPANYMN · 410417775-333 | Aon | $12.0B |
BAE SYSTEMS, INC.VA · 223537950-003 | Aon | $9.4B |
AMERICAN HONDA MOTOR COMPANY, INC.CA · 952041006-335 | Strategic Advisers | $5.5B |
BRIDGESTONE AMERICAS, INC.TN · 880335067-009 | Prisma Nashville LLC | $2.3B |
CLEVELAND-CLIFFS STEEL LLCIL · 710871875-009 | WTW | $2.1B |
GANNETT MEDIA CORP.NY · 472390983-100 | Grant Thornton | $1.5B |
CLEVELAND-CLIFFS STEEL LLCIL · 710871875-007 | UBS Financial Services | $1.5B |
XEROX CORPORATIONCT · 160468020-335 | Curcio Webb, LLC | $1.4B |
AMERICAN FAMILY MUTUAL INSURANCE COMPANY, S.I.WI · 390273710-001 | Silchester International Investors | $1.3B |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
RTX CORPORATIONCT · 060570975-017 | $58.6B | 214,241 | $9M | 3y | - |
RTX CORPORATIONCT · 060570975-041 | $41.6B | 281,638 | $1M | 1y | 1 |
STATE FARM MUTUAL AUTOMOBILE INSURANCE COMPANYIL · 370533100-001 | $37.7B | 114,467 | $5M | 4y | 1 |
FEDEX CORPORATIONTN · 621721435-002 | $26.9B | 213,710 | $8M | 8y | - |
CITIGROUP INC.CT · 521568099-004 | $23.2B | 121,279 | $4M | 8y | 1 |
MORGAN STANLEY DOMESTIC HOLDINGS, LLCNY · 208764829-003 | $22.2B | 80,789 | $80,750 | 8y | - |
THE PROCTER & GAMBLE COMPANYOH · 310411980-002 | $22.0B | 69,403 | $2M | 8y | - |
ACCENTURE LLPIL · 720542904-102 | $21.3B | 112,414 | $7M | 8y | - |
GENERAL ELECTRIC COMPANY, OPERATING AS GE AEROSPACEOH · 140689340-333 | $19.0B | 118,868 | $470,880 | 2y | - |
CATERPILLAR INC.TX · 370602744-035 | $18.8B | 60,357 | $6M | 8y | - |
Flag exposure
89.9%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 (73)
Raw Schedule C names collapsed into Alight.
- ACTURIAL & EMPLOYEE BENE
- ACTURIAL DATA INC.
- ACU-NFP RETIREMENT INC
- ACUITAS INVESTMENT LLC
- ACUITAS INVESTMENTS LLC
- ACUITAS INVESTMENTS, LLC
- ACUITY ADVISORS AND CPA'S LLP
- ACUITY HEALTHCARE, LP
- ACUMEN ADVISORY SERVICES, LLC
- ACUMEN FINANCIAL ADVISORS LLC
- ALIGHT
- ALIGHT ASSOCIATES LLC
- ALIGHT FINANCIAL ADVISERS LLC
- ALIGHT FINANCIAL ADVISERS, LLC
- ALIGHT FINANCIAL ADVISORS
- ALIGHT FINANCIAL ADVISORS LLC
- ALIGHT FINANCIAL ADVISORS, LLC
- ALIGHT FINANCIAL SERVICES
- ALIGHT FINANCIAL SERVICES LLC
- ALIGHT FINANCIAL SERVICES, LLC
- ALIGHT FINANCIAL SOLUTION, LLC
- ALIGHT FINANCIAL SOLUTIONS
- ALIGHT FINANCIAL SOLUTIONS LLC
- ALIGHT FINANCIAL SOLUTIONS, LLC
- ALIGHT FINANCIAL SOULTIONS, LLC
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 Alight'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 | 5 | 1.74% | 7.76% | -6.02 pp |
| Fidelity bond gap | 0 | 0.00% | 26.94% | -26.94 pp |
| Late contributions | 7 | 2.44% | 1.71% | +0.73 pp |
| Failed to provide benefit | 5 | 1.74% | 0.14% | +1.60 pp |
| Corrective distributions | 34 | 11.85% | 1.76% | +10.09 pp |
| Loss discovered | 1 | 0.35% | 0.00% | +0.35 pp |
New-plan formation share
Share of plans filing for the first time each year that landed with Alight. Compare to the incumbent market share (0.4%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.4 pp vs incumbent
Frequent partners by role
Who else shows up on Alight'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 |
|---|---|---|
| Aon | 94 | 32.8% |
| WTW | 85 | 29.6% |
| Mercer | 46 | 16.0% |
| PIMCO | 22 | 7.7% |
| NISA Investment Advisors | 19 | 6.6% |
| Curcio Webb, LLC | 18 | 6.3% |
| Callan Associates Inc. | 16 | 5.6% |
| Legal & General Investment Management America | 16 | 5.6% |
| NEPC LLC | 14 | 4.9% |
| Dodge & Cox | 13 | 4.5% |
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).