Baker Tilly US, LLP
auditor90 known aliases resolved via the canonical alias map
Market position · 2024
Plans served403+20 YoYRank #53 of mapped providers
Assets under administration$147.3B0.2%Market share · rank #85
Fees received$9MMedian $17,888/planSum across Schedule C direct + indirect
Net wins YoY+25129 won · 104 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 Baker Tilly US, LLP plan look like?
Service mix · median fees per plan
Count of plans where Baker Tilly US, LLP ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Other services; Accounting (including auditing)Code 10 | 342 | $17,800 | |
Other feesCode 99 | 13 | $17,667 | |
Trustee (bank, trust company, or similar financial institution); Recordkeeping and information management (computing, tabulating, data processing, etc.); Recordkeeping fees; Other fees; Direct payment from the plan; Other servicesCode 15 | 11 | $20,500 | |
Investment advisory (plan); Other feesCode 27 | 8 | $17,497 | |
Recordkeeping and information management (computing, tabulating, data processing, etc.); Consulting fees; Direct payment from the plan; Contract Administrator; Consulting (pension)Code 13 | 6 | $10,973 | |
Insurance brokerage commissions and fees; Insurance services; Consulting (general)Code 16 | 5 | $7,558 | |
Direct payment from the plan; Consulting (pension)Code 17 | 5 | $7,179 | |
Legal; Direct payment from the planCode 29 | 3 | $12,376 |
Competitor overlap
Percent of Baker Tilly US, LLP'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 Baker Tilly US, LLP.
| Sponsor | From | Assets |
|---|---|---|
BOSTON SCIENTIFIC CORPORATIONMA · 042695240-001 | JMM CPA | $6.8B |
CHUBB INA HOLDINGS INC.PA · 132595722-003 | LifeWorks | $3.7B |
ALCON VISION, LLCTX · 752252369-012 | (new plan) | $2.9B |
MAXAR TECHNOLOGIES INC.CO · 980544351-001 | MOSS ADAMS LLP | $1.3B |
AMCOR FLEXIBLES NORTH AMERICA, INC.WI · 430178130-003 | Empower | $1.2B |
BROOKFIELD ASSET MANAGEMENT LLCOH · 204473811-002 | Goodwin Procter LLP | $1.2B |
SOUTHERN CALIFORNIA PERMANENTE MEDICAL GROUPCA · 951750445-030 | Financial Engines Advisors LLC | $899M |
SCHNEIDER NATIONAL, INC.WI · 391258315-002 | Principal | $893M |
SWINERTON INCORPORATEDCA · 931132374-001 | MOSS ADAMS LLP | $832M |
KOMATSU MINING CORP.WI · 391566457-008 | SEI Investments | $754M |
Plans lost in 2024
Appeared last year under Baker Tilly US, LLP; not this year.
| Sponsor | To | Assets |
|---|---|---|
MEDTRONIC, INC.MN · 410793183-005 | PwC | $12.2B |
WARNER BROS. DISCOVERY, INC.NY · 352333914-001 | Financial Engines Advisors LLC | $7.6B |
BERKSHIRE HATHAWAY CREDIT CORPORATIONNE · 470679606-002 | New England Asset Management Inc. | $4.2B |
WEC ENERGY GROUP, INC.WI · 391391525-031 | Crowe | $1.8B |
WEC ENERGY GROUP, INC.WI · 391391525-049 | Crowe | $1.5B |
DELUXE CORPORATIONMN · 410216800-004 | Empower | $1.4B |
MICHAEL BAKER INTERNATIONAL HOLDCO CORPORATIONPA · 250927646-002 | StanCorp Financial Group | $813M |
CHANGE HEALTHCARE OPERATIONS, LLCMN · 205731067-001 | Fidelity Investments | $806M |
CARPENTER TECHNOLOGY CORPORATIONPA · 230458500-010 | Schneider Downs & Co., Inc. | $558M |
KENNAMETAL INC.SC · 250900168-001 | BDO | $541M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
FCA US LLCMI · 270187394-005 | $10.3B | 98,708 | $55,650 | 3y | - |
THE PNC FINANCIAL SERVICES GROUP, INC.PA · 251435979-001 | $10.2B | 75,644 | $30,550 | 10y | - |
BOSTON SCIENTIFIC CORPORATIONMA · 042695240-001 | $6.8B | 31,957 | $31,505 | 1y | 1 |
THE PNC FINANCIAL SERVICES GROUP, INC.PA · 251435979-002 | $5.5B | 115,646 | $88,226 | 10y | - |
CHUBB INA HOLDINGS INC.PA · 132595722-003 | $3.7B | 13,753 | $64,575 | 1y | - |
FCA US LLCMI · 270187394-004 | $3.7B | 11,869 | $19,950 | 3y | - |
HIGHMARK HEALTHPA · 453674900-333 | $3.1B | 34,883 | $19,700 | 5y | - |
GEISINGER SYSTEM SERVICESPA · 232164794-002 | $3.0B | 32,497 | $22,050 | 7y | - |
ALCON VISION, LLCTX · 752252369-012 | $2.9B | 12,919 | $68,317 | 1y | 1 |
HIGHMARK HEALTHPA · 453674900-334 | $2.9B | 21,288 | $25,150 | 10y | - |
Flag exposure
82.4%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 (90)
Raw Schedule C names collapsed into Baker Tilly US, LLP.
- AMERICAN UNIED LIFE INSURANCE CO
- AMERICAN UNIFED LIFE INSURANCE CO
- AMERICAN UNITED AMERICAN CENTURY
- AMERICAN UNITED AMERICAN FUNDS
- AMERICAN UNITED BLACKROCK
- AMERICAN UNITED EMPLOYERS LL
- AMERICAN UNITED FRANKLIN TEMPLETON
- AMERICAN UNITED HEALTH INSURANCE CO
- AMERICAN UNITED JANUS HENDERSON
- AMERICAN UNITED LEFE INSURANCE CO
- AMERICAN UNITED LIFE AGENCY CO
- AMERICAN UNITED LIFE DEUTSCHE
- AMERICAN UNITED LIFE DREYFUS
- AMERICAN UNITED LIFE INCURANCE CO
- AMERICAN UNITED LIFE INS COM
- AMERICAN UNITED LIFE INS. CO, AB
- AMERICAN UNITED LIFE INS. COMP.
- AMERICAN UNITED LIFE INSO CO
- AMERICAN UNITED LIFE INSRANCE CO
- AMERICAN UNITED LIFE INSUARANCE CO
- AMERICAN UNITED LIFE INSUARNCE CO
- BAKER TILLEY
- BAKER TILLEY US, LLP
- BAKER TILLEY VIRCHOW
- BAKER TILLITY
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 Baker Tilly US, LLP'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 | 11 | 2.73% | 7.76% | -5.03 pp |
| Fidelity bond gap | 3 | 0.74% | 26.94% | -26.20 pp |
| Late contributions | 85 | 21.09% | 1.71% | +19.38 pp |
| Failed to provide benefit | 19 | 4.71% | 0.14% | +4.58 pp |
| Corrective distributions | 117 | 29.03% | 1.76% | +27.27 pp |
| Loss discovered | 1 | 0.25% | 0.00% | +0.25 pp |
New-plan formation share
Share of plans filing for the first time each year that landed with Baker Tilly US, LLP. Compare to the incumbent market share (0.6%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.6 pp vs incumbent
Frequent partners by role
Who else shows up on Baker Tilly US, LLP'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 |
|---|---|---|
| Strategic Advisers | 42 | 10.4% |
| WTW | 30 | 7.4% |
| Mercer | 24 | 6.0% |
| NFP | 15 | 3.7% |
| CAPTRUST | 14 | 3.5% |
| Creative Planning | 14 | 3.5% |
| Global Retirement Partners LLC | 12 | 3.0% |
| Aon | 10 | 2.5% |
| Milliman | 10 | 2.5% |
| SageView | 8 | 2.0% |
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).