CBIZ
auditor337 known aliases resolved via the canonical alias map
Market position · 2024
Plans served753+34 YoYRank #35 of mapped providers
Assets under administration$232.5B0.3%Market share · rank #59
Fees received$34MMedian $25,988/planSum across Schedule C direct + indirect
Net wins YoY+36178 won · 142 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 CBIZ plan look like?
Service mix · median fees per plan
Count of plans where CBIZ ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Plan Administrator; Recordkeeping and information management (computing, tabulating, data processing, etc.); Accounting (including auditing)Code 10 | 240 | $22,400 | |
Other fees; Investment advisory (plan)Code 27 | 166 | $34,322 | |
Recordkeeping and information management (computing, tabulating, data processing, etc.); Actuarial; Consulting (pension)Code 11 | 75 | $57,270 | |
Recordkeeping and information management (computing, tabulating, data processing, etc.); Direct payment from the plan; Consulting (pension); Contract Administrator; Plan AdministratorCode 13 | 68 | $10,844 | |
Other services; Other feesCode 49 | 67 | $6,091 | |
Other feesCode 99 | 56 | $14,894 | |
Other fees; Investment advisory (participants)Code 26 | 43 | $16,812 | |
Other fees; Consulting (general); Participant loan processing; Direct payment from the planCode 16 | 35 | $29,188 |
Competitor overlap
Percent of CBIZ'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 CBIZ.
| Sponsor | From | Assets |
|---|---|---|
MARRIOTT INTERNATIONAL, INC.MD · 522055918-004 | Mayer Hoffman McCann P.C. | $11.7B |
GENERAL MILLS, INC.MN · 410274440-006 | Galliard Capital Management, Inc. | $3.7B |
BATTELLE MEMORIAL INSTITUTEOH · 314379427-003 | Graydon Head & Ritchey LLP | $3.1B |
NORTHWELL HEALTH, INC.NY · 113418133-006 | Harding Loevner | $2.8B |
EMORY HEALTHCARE, INC.GA · 582137993-002 | Cannon Financial Strategists, Inc. | $2.8B |
OLD REPUBLIC INTERNATIONAL CORP.IL · 362678171-002 | Mayer Hoffman McCann P.C. | $2.1B |
REYNOLDS AMERICAN INC.NC · 200546644-001 | Mayer Hoffman McCann P.C. | $2.0B |
J.R. SIMPLOT COMPANYID · 820196611-004 | Financial Engines Advisors LLC | $1.6B |
LIFESPAN CORPORATION, DBA BROWN UNIVERSITY HEALTHRI · 222861978-005 | Fidelity Investments | $1.2B |
SPIRIT AIRLINES, INC.FL · 381747023-002 | Charles Schwab | $1.2B |
Plans lost in 2024
Appeared last year under CBIZ; not this year.
| Sponsor | To | Assets |
|---|---|---|
RTX CORPORATIONCT · 060570975-041 | Alight | $43.8B |
BAXTER HEALTHCARE INC.IL · 360781620-023 | Baxter International Inc. | $4.3B |
DUKE UNIVERSITYNC · 560532129-002 | Greenstone Resources II LP | $2.5B |
COADVANTAGE CORPORATIONFL · 273007025-333 | Raymond James Insurance Group | $1.0B |
THE CHILDRENS MERCY HOSPITALMO · 440605373-002 | TIAA | $969M |
SRI INTERNATIONALCA · 941160950-004 | Multinomah Group, Inc. | $731M |
SHRINERS HOSPITALS FOR CHILDRENFL · 362193608-002 | Transamerica | $688M |
JOINT PENSION FUND OF LOCAL UNION NO 102 IBEW BOARD OF TRUSTEESNJ · 221615726-001 | Keystone 74 Benefits & Admin. LLC | $672M |
THE CHILDREN'S MERCY HOSPITALMO · 440605373-004 | TIAA | $503M |
PSCU INCORPORATEDFL · 591743434-001 | PwC | $262M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
SOUTHWEST AIRLINES CO.TX · 741563240-004 | $17.0B | 85,685 | $67,400 | 2y | 1 |
MARRIOTT INTERNATIONAL, INC.MD · 522055918-004 | $11.7B | 152,118 | $25,500 | 1y | 1 |
THE CLEVELAND CLINIC FOUNDATIONOH · 340714585-002 | $9.2B | 86,817 | $31,212 | 2y | 1 |
NEW ENGLAND TEAMSTERS PENSION FUNDMA · 046372430-001 | $9.1B | 71,331 | $311,300 | 7y | - |
TRINET HR III, INC.CA · 481304650-334 | $8.7B | 238,170 | $36,500 | 2y | 2 |
COX ENTERPRISES, INC.GA · 581035149-001 | $7.1B | 51,142 | $75,000 | 5y | - |
SCIENCE APPLICATIONS INTERNATIONAL CORPORATIONVA · 306419427-001 | $5.4B | 32,258 | $23,760 | 2y | 1 |
GEORGIA-PACIFIC LLCGA · 930432081-018 | $4.7B | 22,298 | $24,985 | 2y | 1 |
KOCH COMPANIES, LLCKS · 992447784-002 | $4.3B | 18,027 | $23,149 | 2y | 1 |
AMERICAN AIRLINES, INC. - RETIREMENTTX · 131502798-006 | $4.3B | 35,547 | $27,075 | 3y | - |
Flag exposure
85.5%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 (337)
Raw Schedule C names collapsed into CBIZ.
- BATE & COMPANY, INC.
- BATELLE ENERGY ALLIANCE LLC
- BATELLE ENERGY ALLIANCE, LLC
- BATES & COMANY, INC
- BATES CAUGHTRY REISS LLP
- BATES COUGHTRY REISS LLP
- BATES CPA'S
- BATES SECURITIES, INC.
- BATES, CAUGHTRY REISS LLP
- BATES, COUGHTRY REISS LLP
- BATESCATER
- BATISTA ADRIAN
- BATORY FOODS
- BATTELLE ENERGY ALLIANCE LLC
- BATTELLE ENERGY ALLIANCE, LLC
- BATTELLE MEMORIAL INSTITUTE
- BATTERYMARCH
- BATTERYMARCH FINANCIAL
- BATTLE GROUND ACADEMY
- BATTLES INSURANCE AGENCY
- BAUER CAPTAIN & JOHNSON
- BAUER CAPTAIN & JOHNSON INC.,
- BAUER CAPTAIN AND JOHNSON
- BAUERLE & COMPANY
- BAUERLE & COMPANY 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 CBIZ'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 | 29 | 3.85% | 7.76% | -3.91 pp |
| Fidelity bond gap | 6 | 0.80% | 26.94% | -26.14 pp |
| Late contributions | 145 | 19.26% | 1.71% | +17.54 pp |
| Failed to provide benefit | 11 | 1.46% | 0.14% | +1.32 pp |
| Corrective distributions | 171 | 22.71% | 1.76% | +20.95 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 CBIZ. Compare to the incumbent market share (1.1%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-1.1 pp vs incumbent
Frequent partners by role
Who else shows up on CBIZ'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 | 56 | 7.4% |
| WTW | 47 | 6.2% |
| Mercer | 30 | 4.0% |
| Morningstar Investment Management | 21 | 2.8% |
| Global Retirement Partners LLC | 20 | 2.7% |
| Fiducient Advisors | 17 | 2.3% |
| Aon | 15 | 2.0% |
| SageView | 15 | 2.0% |
| QDRO CONSULTANTS COMPANY, LLC | 10 | 1.3% |
| Pension Benefit Information LLC | 9 | 1.2% |
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).