Comerica
custodian30 known aliases resolved via the canonical alias map
Market position · 2024
Plans served163-3 YoYRank #135 of mapped providers
Assets under administration$159.1B0.2%Market share · rank #78
Fees received$10MMedian $26,806/planSum across Schedule C direct + indirect
Net wins YoY-316 won · 19 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 Comerica plan look like?
Service mix · median fees per plan
Count of plans where Comerica ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Trustee (bank, trust company, or similar financial institution); Shareholder servicing fees; Other investment fees and expenses; Other services; Other fees; Direct payment from the plan; Float revenue; Custodial (securities)Code 19 | 104 | $27,825 | |
Trustee (bank, trust company, or similar financial institution); Other fees; Shareholder servicing fees; Other investment fees and expenses; Custodial (securities); Float revenue; Investment management; Custodial (other than securities); Other servicesCode 18 | 20 | $47,832 | |
Investment management; Investment management fees paid indirectly by planCode 28 | 14 | $33,124 | |
Trustee (bank, trust company, or similar financial institution); Investment management fees paid directly by plan; Investment managementCode 21 | 11 | $19,154 | |
Other services; Direct payment from the planCode 49 | 4 | $5,625 | |
Investment advisory (plan); Investment management fees paid directly by planCode 27 | 3 | $24,872 | |
Investment advisory (participants); Direct payment from the planCode 26 | 2 | $8,143 | |
Other investment fees and expensesCode 72 | 2 | $0 |
Competitor overlap
Percent of Comerica'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 Comerica.
| Sponsor | From | Assets |
|---|---|---|
FORD MOTOR COMPANYMI · 380549190-001 | Alight | $17.8B |
FORD MOTOR COMPANYMI · 380549190-002 | WTW | $12.1B |
ALPHA NATURAL RESOURCES, LLCTN · 562298262-005 | (new plan) | $369M |
BOARD OF TRUSTEES LOCAL 138, 138A, 138B & 138C IUOE ANNUITY FUNDNY · 112653717-002 | STACY CORDANO | $359M |
I.B.E.W LOCAL 1579 PENSION PLAN BOARD OF TRUSTEESFL · 581254974-001 | Morgan Stanley | $217M |
BOARD OF TRUSTEES, FREIGHT DRIVERS AND HELPERS LOCAL UNION NO. 557MD · 526118055-001 | Benefits Administrators, LLC | $213M |
PLUMBERS & PIPEFITTERS LOCAL NO 189 AND MCACOOH · 310894807-001 | SEI Private Trust Company | $192M |
BOT SHEET METAL WORKERS LOCAL UNION NO.17 SUPPLEMENTAL PENSION FUNDMA · 200845880-001 | Blackstone | $165M |
BOARD OF TRUSTEES OF CALIFORNIA MACHINISTS 401K PLANCA · 943250849-001 | SS&C Technologies | $148M |
INTL' ASSOC' MACHIN MOTOR CITY PENSMI · 386237143-001 | Invesco Global | $112M |
Plans lost in 2024
Appeared last year under Comerica; not this year.
| Sponsor | To | Assets |
|---|---|---|
CONSUMERS ENERGY COMPANYMI · 380442310-004 | PIMCO | $2.0B |
CONSUMERS ENERGY COMPANYMI · 380442310-001 | PIMCO | $1.4B |
BD OF TR OPER ENG CONS. INDUSTRY MISCELLANEOUS PENSION FUNDPA · 256135579-001 | Mariner Institutional | $801M |
MERITOR, INC.IN · 383354643-336 | Evercore | $556M |
BOARD OF TRUSTEES, IRON WORKERS LOCAL NO. 25MI · 386056780-001 | Crescent Mezzanine Partners | $555M |
GLOBE LIFE INC.TX · 630780404-002 | Deloitte | $547M |
DELTA DENTAL OF NEW JERSEY, INCNJ · 221896118-001 | (new plan) | $116M |
NEW YORK STATE NURSES ASSOCIATIONNY · 140923749-001 | Meketa Investment Group | $90M |
BOARD OF TRUSTEES SHEET METAL WORKERS LOCAL PENSION PLANOH · 346666753-001 | Boyd Watterson Asset Management LLC | $79M |
LANE GORMAN TRUBITT, LLCTX · 751044330-001 | Commonwealth Equity Services | $34M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
WELLS FARGO & COMPANYMN · 410449260-002 | $57.9B | 255,580 | $0 | 2y | 1 |
FORD MOTOR COMPANYMI · 380549190-001 | $17.8B | 138,666 | $5,625 | 7y | - |
FORD MOTOR COMPANYMI · 380549190-002 | $12.1B | 54,619 | $5,625 | 7y | - |
NATIONAL AUTOMATIC SPRINKLER INDUSTRY PENSION FUND JT BOARD OF TRUSTEEMD · 526054620-001 | $4.8B | 34,009 | $373,328 | 10y | - |
SPRINKLER INDUSTRY SUPPLEMENTAL PENSION FUND JOINT BOARD OF TRUSTEESMD · 141595069-001 | $3.3B | 29,607 | $906,766 | 10y | - |
TRUSTEES OF PIPE FITTERS RETIREMENT FUND LOCAL 597IL · 626105084-001 | $3.0B | 14,689 | $8,020 | 10y | - |
BOARD OF TRUSTEES OF CARPENTERS PENSION FUND OF ILLINOISIL · 366147396-001 | $2.3B | 17,735 | $64,000 | 10y | - |
TRUSTEES OF OHIO CARPENTERS' PENSION PLANMI · 346574360-001 | $2.1B | 31,115 | $438,021 | 7y | - |
JOINT BOARD OF TRUSTEES ALASKA ELECTRICAL PENSION FUNDAK · 926005171-001 | $2.1B | 11,263 | $5,959 | 8y | - |
BOARD OF TRUSTEES SEAFARERS PENSION PLANMD · 136100329-001 | $2.1B | 17,705 | $237,410 | 10y | - |
Flag exposure
93.9%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 (30)
Raw Schedule C names collapsed into Comerica.
- BIRCH FAMILY SERVICES, INC
- BIRCH HILL EQUITY
- BIRCH HILL INVESTMENT ADVISORS
- BIRCH HILL INVESTMENT ADVISORS LLC
- BIRCH HORTON BITTNER
- BIRCH WEALTH INC
- BIRD, MICHAEL
- BIRD, MICHAEL D.
- BIRDSONG ADAMS KNIGHT CARROLL, LLP
- BIRLASOFT SOLUTIONS, INC.
- BIRMINGHAM - SOUTHERN COLLEGE
- BIRMINGHAM CAPITAL MANAGEMENT
- COMERICA
- COMERICA BANK
- COMERICA BANK & TRUST
- COMERICA BANK & TRUST NA
- COMERICA BANK & TRUST, N.A.
- COMERICA BANK & TRUST, NA
- COMERICA BANK - INSTITUTIONAL TRUST
- COMERICA BANK 42-1741646
- COMERICA BANK AND TRUST
- COMERICA BANK AND TRUST, N.A.
- COMERICA BANK INSTITUTIONAL TRUST
- COMERICA BANK LTD
- COMERICA INC
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 Comerica'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 | 3.07% | 7.76% | -4.69 pp |
| Fidelity bond gap | 0 | 0.00% | 26.94% | -26.94 pp |
| Late contributions | 1 | 0.61% | 1.71% | -1.10 pp |
| Failed to provide benefit | 0 | 0.00% | 0.14% | -0.14 pp |
| Corrective distributions | 3 | 1.84% | 1.76% | +0.08 pp |
| Loss discovered | 1 | 0.61% | 0.00% | +0.61 pp |
New-plan formation share
Share of plans filing for the first time each year that landed with Comerica. Compare to the incumbent market share (0.2%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.2 pp vs incumbent
Frequent partners by role
Who else shows up on Comerica'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 |
|---|---|---|
| The Segal Company | 22 | 13.5% |
| Segal Marco Advisors | 18 | 11.0% |
| ULLICO Inc | 18 | 11.0% |
| National Investment Services | 17 | 10.4% |
| Loomis Sayles | 16 | 9.8% |
| ASB Capital Management | 15 | 9.2% |
| Washington Capital Management | 15 | 9.2% |
| WTW | 14 | 8.6% |
| Aon | 13 | 8.0% |
| Investment Performance Services LLC | 13 | 8.0% |
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).