Aon
advisor241 known aliases resolved via the canonical alias map
Market position · 2024
Plans served779-7 YoYRank #33 of mapped providers
Assets under administration$975.1B1.1%Market share · rank #11
Fees received$257MMedian $133,141/planSum across Schedule C direct + indirect
Net wins YoY-588 won · 93 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 Aon plan look like?
Service mix · median fees per plan
Count of plans where Aon ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Recordkeeping fees; Consulting (general); Consulting fees; Consulting (pension); Participant communication; Recordkeeping and information management (computing, tabulating, data processing, etc.); Plan Administrator; Actuarial; Direct payment from the planCode 11 | 403 | $212,439 | |
Valuation (appraisals, etc.); Consulting fees; Consulting (general); Direct payment from the plan; Investment advisory (plan); Consulting (pension)Code 16 | 141 | $78,324 | |
Soft dollars commissions; Investment management; Investment advisory (plan); Direct payment from the planCode 27 | 99 | $82,150 | |
Soft dollars commissions; Investment management; Direct payment from the planCode 28 | 71 | $155,301 | |
Participant communication; Consulting fees; Consulting (pension); Recordkeeping feesCode 17 | 48 | $106,177 | |
Legal; Contract AdministratorCode 13 | 24 | $113,982 | |
Shareholder servicing fees; Direct payment from the plan; Recordkeeping and information management (computing, tabulating, data processing, etc.)Code 15 | 24 | $167,984 | |
Direct payment from the plan; Actuarial; Accounting (including auditing)Code 10 | 7 | $38,996 |
Competitor overlap
Percent of Aon'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 Aon.
| Sponsor | From | Assets |
|---|---|---|
CATERPILLAR INC.TX · 370602744-035 | Alight | $18.8B |
THE HOME DEPOT, INC.GA · 953261426-001 | (new plan) | $14.1B |
BAE SYSTEMS, INC.VA · 223537950-003 | Alight | $10.6B |
3M COMPANYMN · 410417775-333 | PGIM | $10.6B |
PARKER HANNIFIN CORPORATIONOH · 340451060-075 | Fidelity Investments | $9.0B |
THE BANK OF NEW YORK MELLONPA · 135160382-001 | Legg Mason | $5.2B |
AMEREN CORPORATIONMO · 431723446-005 | Sanderson Asset Management | $4.8B |
MACYS, INC.OH · 133324058-013 | Banco Popular | $4.6B |
EVERSOURCE ENERGY SERVICE COMPANYCT · 060810627-005 | Prudential | $4.0B |
UMWA 1974 PENSION TRUST BOARD OF TRUSTEESDC · 521050282-002 | JPMCB Strategic Property Fund | $3.5B |
Plans lost in 2024
Appeared last year under Aon; not this year.
| Sponsor | To | Assets |
|---|---|---|
SOUTHERN COMPANY SERVICES, INC.GA · 630274273-001 | Lion Industrial Trust | $15.6B |
SANOFI-AVENTIS US LLCNJ · 364406953-005 | T. Rowe Price | $7.8B |
THE ALLSTATE CORPORATIONTX · 363871531-002 | Mercer | $4.3B |
CENTERPOINT ENERGY, INC.TX · 740694415-015 | Voya | $2.6B |
ARCHER DANIELS MIDLAND COMPANYIL · 410129150-029 | Curcio Webb, LLC | $2.2B |
WESTINGHOUSE ELECTRIC COMPANY LLCPA · 522140933-001 | Voya | $1.9B |
CONNECT HOLDING II LLC D/B/A BRIGHTSPEEDNC · 873811759-200 | Crowe | $1.9B |
LSC COMMUNICATIONS LLCIL · 853418344-004 | (new plan) | $1.5B |
AVERY DENNISON CORPORATIONOH · 951492269-004 | Bensler LLC DBA SCS | $1.3B |
TRIHEALTH, INC.OH · 311438846-004 | Vestia Advisors | $1.2B |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
STATE FARM MUTUAL AUTOMOBILE INSURANCE COMPANYIL · 370533100-001 | $37.7B | 114,467 | $189,807 | 4y | 1 |
VERIZON COMMUNICATIONS INC.NJ · 232259884-102 | $29.4B | 119,145 | $463,872 | 10y | - |
BOARD OF TRUSTEES OF THE CPF OF THE IUOE AND PARTICIPATING EMPLOYERSDC · 366052390-001 | $27.4B | 233,478 | $1M | 10y | - |
UNITED PARCEL SERVICE OF AMERICA, INC.GA · 951732075-001 | $21.2B | 144,570 | $79,967 | 6y | - |
CATERPILLAR INC.TX · 370602744-035 | $18.8B | 60,357 | $7,334 | 5y | - |
INTERNATIONAL BUSINESS MACHINES CORPORATIONNY · 130871985-001 | $17.9B | 144,666 | $251,263 | 3y | - |
TRUIST FINANCIAL CORPORATIONNC · 560939887-001 | $14.7B | 92,130 | $8M | 10y | - |
THE HOME DEPOT, INC.GA · 953261426-001 | $14.1B | 439,390 | $374,996 | 1y | 1 |
ELI LILLY AND COMPANYIN · 350470950-002 | $13.1B | 31,411 | $82,665 | 10y | - |
NOKIA OF AMERICA CORPORATIONNJ · 223408857-001 | $12.9B | 81,332 | $618,181 | 10y | - |
Flag exposure
94.0%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 (241)
Raw Schedule C names collapsed into Aon.
- ALERE WELLBEING, INC
- ALERUS BANK 401K PLATFORM
- ALERUS FIANANCIAL, N.A.
- ALERUS FINACIAL, N.A
- ALERUS FINACIAL, N.A.
- ALERUS FINANACIAL, N.A.
- ALERUS FINNCIAL, N.A.
- ALERUS RETIRMENT SOLUTIONS
- ALERUS REVENUE
- ALERUS TRUST
- ALESSI PRITTI DESIGN
- ALEUTIAN
- ALEUTIAN FUND LTD
- ALEX A. BONILLA
- ALEX ARNETT
- ALEX BROWN
- ALEX BROWN - RAYMOND JAMES
- ALEX BROWN INV MANAGEMENT
- ALEX BROWN INVESTMENT MANAGEMENT
- ALEX BROWN INVESTMENT MANAGERS
- ALEX BROWN/ RAYMOND JAMES & ASSOC.
- ALEX BROWN/RAYMOND JAMES & ASSOC.
- ALEX COLON
- ALEX DADOYAN
- ALEX GONZALEZ
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 Aon'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 | 19 | 2.44% | 7.76% | -5.32 pp |
| Fidelity bond gap | 0 | 0.00% | 26.94% | -26.94 pp |
| Late contributions | 45 | 5.78% | 1.71% | +4.06 pp |
| Failed to provide benefit | 21 | 2.70% | 0.14% | +2.56 pp |
| Corrective distributions | 94 | 12.07% | 1.76% | +10.31 pp |
| Loss discovered | 1 | 0.13% | 0.00% | +0.13 pp |
New-plan formation share
Share of plans filing for the first time each year that landed with Aon. Compare to the incumbent market share (1.2%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-1.2 pp vs incumbent
Frequent partners by role
Who else shows up on Aon'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 |
|---|---|---|
| Groom Law Group, Chartered | 20 | 2.6% |
| Seyfarth Shaw LLP | 20 | 2.6% |
| Morgan Lewis & Bockius LLP | 16 | 2.0% |
| Jenner & Block LLP | 10 | 1.3% |
| Baker & Hostetler LLP | 6 | 0.8% |
| Ballard Spahr LLP | 6 | 0.8% |
| Ivins, Phillips & Barker | 6 | 0.8% |
| Thompson Hine | 6 | 0.8% |
| Covington & Burling LLP | 5 | 0.6% |
| Duane Morris LLP | 5 | 0.6% |
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).