Ascensus
recordkeeper391 known aliases resolved via the canonical alias map
Market position · 2024
Plans served2,869-207 YoYRank #9 of mapped providers
Assets under administration$307.8B0.3%Market share · rank #35
Fees received$101MMedian $17,550/planSum across Schedule C direct + indirect
Net wins YoY-193394 won · 587 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 Ascensus plan look like?
Service mix · median fees per plan
Count of plans where Ascensus ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Trustee (discretionary); Direct payment from the plan; Trustee (bank, trust company, or similar financial institution); Recordkeeping and information management (computing, tabulating, data processing, etc.)Code 15 | 1,546 | $18,132 | |
Trustee (individual); Trustee (discretionary); Contract Administrator; Trustee (bank, trust company, or similar financial institution); Recordkeeping and information management (computing, tabulating, data processing, etc.); Trustee (directed)Code 13 | 625 | $12,937 | |
Other services; Other insurance wrap feesCode 49 | 153 | $6,001 | |
Valuation (appraisals, etc.); Sub-transfer agency fees; Participant loan processing; Claims processing; Participant communication; Recordkeeping and information management (computing, tabulating, data processing, etc.); Direct payment from the planCode 12 | 147 | $36,719 | |
Trustee (directed); Trustee (bank, trust company, or similar financial institution); Float revenue; Direct payment from the planCode 21 | 128 | $10,865 | |
Other investment fees and expenses; Investment management fees paid directly by plan; Consulting fees; Investment advisory (plan)Code 27 | 68 | $62,060 | |
Other feesCode 99 | 59 | $4,691 | |
Trustee (individual); Trustee (discretionary); Trustee (bank, trust company, or similar financial institution); Trustee (directed)Code 20 | 48 | $10,261 |
Competitor overlap
Percent of Ascensus'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 Ascensus.
| Sponsor | From | Assets |
|---|---|---|
DANAHER CORPORATIONDC · 591995548-004 | Strategic Advisers | $6.5B |
CONSOLIDATED EDISON COMPANY OF NEW YORK, INC.NY · 135009340-004 | Vanguard | $6.4B |
NIKE, INC.OR · 930584541-001 | BlackRock | $5.9B |
BMO FINANCIAL CORP.IL · 510275712-001 | BlackRock | $5.0B |
TRUSTEES OF I.B. OF T. UNION LOCAL 710 PENSION FUNDIL · 362377656-001 | Winslow Capital Management | $4.2B |
SENTARA HEALTHVA · 521271901-003 | Fidelity Investments | $3.7B |
COGNIZANT TECHNOLOGY SOLUTIONSNJ · 133924155-001 | QDRO CONSULTANTS COMPANY, LLC | $3.0B |
AMERICAN AIRLINES, INC. - RETIREMENTTX · 131502798-002 | TELUS HEALTH | $2.7B |
SYENSQO USA LLCNJ · 223539954-010 | Merrill | $1.7B |
TRUSTEES OF THE PLUMBERS PENSION FUND, LOCAL 130, U.A.IL · 366489579-001 | BMO Harris Bank N.A. | $1.6B |
Plans lost in 2024
Appeared last year under Ascensus; not this year.
| Sponsor | To | Assets |
|---|---|---|
CITIGROUP INC.CT · 521568099-004 | Acadian Asset Management | $20.7B |
WARNER BROS. DISCOVERY, INC.NY · 352333914-001 | Financial Engines Advisors LLC | $7.6B |
FIDELITY NATIONAL FINANCIAL, INC.FL · 161725106-001 | Principal | $2.7B |
BORGWARNER INC.MI · 133404508-066 | Vanguard | $1.7B |
THE NEMOURS FOUNDATIONFL · 590634433-002 | Gallagher Fiduciary Advisors | $1.1B |
TERADATA CORPORATIONCA · 753236470-001 | Fidelity Investments | $1.1B |
YUM BRANDS, INC.KY · 133951308-003 | WTW | $911M |
SCHEELS ALL SPORTS, INC.ND · 450306649-002 | SBT of Fargo | $838M |
ADECCO, INC.FL · 752370177-006 | Marsh McLennan | $800M |
WIPRO LIMITEDNJ · 980154401-001 | Alight | $714M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
NATIONAL RURAL ELECTRIC COOPERATIVE ASSOCIATIONVA · 530116145-444 | $16.8B | 80,475 | $39,667 | 6y | 1 |
GENERAL DYNAMICS CORPORATIONVA · 131673581-069 | $12.4B | 68,452 | $94,793 | 7y | 2 |
ATH HOLDING COMPANY, LLCIN · 113713086-003 | $12.1B | 94,427 | $90,000 | 3y | 1 |
CAPITAL ONE FINANCIAL CORPORATIONVA · 541719854-002 | $12.0B | 68,906 | $135,000 | 5y | 1 |
NATIONAL RURAL ELECTRIC COOPERATIVE ASSOCIATIONVA · 530116145-333 | $11.5B | 75,823 | $39,667 | 6y | - |
3M COMPANYMN · 410417775-333 | $10.6B | 40,574 | $222,701 | 5y | 1 |
TWDC ENTERPRISES 18 CORP.CA · 954545390-010 | $10.4B | 34,883 | $46,013 | 6y | - |
GENERAL DYNAMICS CORPORATIONVA · 131673581-068 | $7.9B | 45,227 | $69,118 | 7y | 1 |
STATE STREET CORPORATIONMA · 042456637-002 | $6.5B | 21,533 | $37,500 | 6y | 1 |
DANAHER CORPORATIONDC · 591995548-004 | $6.5B | 37,514 | $27,500 | 1y | 2 |
Flag exposure
83.0%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 (391)
Raw Schedule C names collapsed into Ascensus.
- 963
- ACENSUS
- ACENSUS C/O FUTURE PLAN
- ACENSUS HOLDINGS INC. DBA FUTUREPLA
- ACENSUS INC
- ACENSUS LLC
- ACESNSUS HOLDINGS INC DBA FUTUREPLA
- ACESS RETIREMENT SERVICES
- ALLIED MAILING AND PRINTING, INC.
- ALLIED UNIVERSAL CORPORATION
- ALLIED UNIVERSAL JANITORIAL SERVICE
- ALLIED WORKERS LOCAL UNION 10
- ALLIED WORKERS LU 91 WELFARE FD
- ALLIED WORKERS LU 91 WELFARE FUND
- ALLIGHT
- ALLINACE BENEFIT GROUP OF ILLINOIS
- ALLISON BARBER
- ALLISON CHIN
- ALLISON H KAYLOR
- ALLISON M DICHIARA
- ALLISON M LEISNER
- ALLISON, SLUTSKY & KENNEDY
- ALLISON, SLUTSKY & KENNEDY, P.C.
- ALLISON, SLUTSKY & KENNEDY,P.C.
- ALLISON, SLUTSKY, & KENNEDY PC
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 Ascensus'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 | 94 | 3.28% | 7.76% | -4.49 pp |
| Fidelity bond gap | 141 | 4.91% | 26.94% | -22.03 pp |
| Late contributions | 778 | 27.12% | 1.71% | +25.40 pp |
| Failed to provide benefit | 10 | 0.35% | 0.14% | +0.21 pp |
| Corrective distributions | 602 | 20.98% | 1.76% | +19.22 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 Ascensus. Compare to the incumbent market share (4.3%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-4.3 pp vs incumbent
Frequent partners by role
Who else shows up on Ascensus'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 |
|---|---|---|
| OneDigital Investment Advisors | 86 | 3.0% |
| Global Retirement Partners LLC | 75 | 2.6% |
| Morningstar Investment Management | 71 | 2.5% |
| Creative Planning | 39 | 1.4% |
| Wilshire Associates | 34 | 1.2% |
| Strategic Advisers | 32 | 1.1% |
| Mesirow Financial | 27 | 0.9% |
| Sharebuilder Advisors LLC | 27 | 0.9% |
| NextCapital Group, Inc. | 23 | 0.8% |
| NFP | 23 | 0.8% |
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).