Daniel Dennis & Company LLP
auditor5 known aliases resolved via the canonical alias map
Market position · 2024
Plans served3+1 YoYRank #3331 of mapped providers
Assets under administration$19.3B0.0%Market share · rank #695
Fees received$170,010Median $74,000/planSum across Schedule C direct + indirect
Net wins YoY+22 won · 0 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 Daniel Dennis & Company LLP plan look like?
Service mix · median fees per plan
Count of plans where Daniel Dennis & Company LLP ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Accounting (including auditing); Direct payment from the planCode 10 | 3 | $74,000 |
Competitor overlap
Percent of Daniel Dennis & Company 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 Daniel Dennis & Company LLP.
| Sponsor | From | Assets |
|---|---|---|
BOSTON MEDICAL CENTERMA · 043314093-002 | TIAA | $1.7B |
BOSTON MEDICAL CENTERMA · 043314093-001 | Stairway Partners | $159M |
Plans lost in 2024
Appeared last year under Daniel Dennis & Company LLP; not this year.
| Sponsor | To | Assets |
|---|
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
LIBERTY MUTUAL GROUP INC.MA · 043583679-002 | $11.4B | 49,659 | $74,000 | 10y | 2 |
LIBERTY MUTUAL GROUP INC.MA · 043583679-001 | $6.3B | 71,087 | $80,000 | 10y | - |
BOSTON MEDICAL CENTERMA · 043314093-002 | $1.7B | 21,595 | $16,010 | 7y | - |
Flag exposure
66.7%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 (5)
Raw Schedule C names collapsed into Daniel Dennis & Company LLP.
- BOWEN MICLETTE BRITT INS
- DANIEL DENNIS
- DANIEL DENNIS & CO
- DANIEL DENNIS & COMPANY LLP
- DANIEL DENNIS CO.
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 Daniel Dennis & Company 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 | 0 | 0.00% | 7.76% | -7.76 pp |
| Fidelity bond gap | 0 | 0.00% | 26.94% | -26.94 pp |
| Late contributions | 1 | 33.33% | 1.71% | +31.62 pp |
| Failed to provide benefit | 0 | 0.00% | 0.14% | -0.14 pp |
| Corrective distributions | 1 | 33.33% | 1.76% | +31.57 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 Daniel Dennis & Company LLP. Compare to the incumbent market share (0.0%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.0 pp vs incumbent
Frequent partners by role
Who else shows up on Daniel Dennis & Company 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 |
|---|---|---|
| Aon | 2 | 66.7% |
| Baillie Gifford | 1 | 33.3% |
| Cardinal Capital Management | 1 | 33.3% |
| Eaton Vance | 1 | 33.3% |
| Galliard Capital Management, Inc. | 1 | 33.3% |
| Goldman Sachs Asset Management | 1 | 33.3% |
| PIMCO | 1 | 33.3% |
| Rocaton Investment Advisors LLC | 1 | 33.3% |
| Strategic Advisers | 1 | 33.3% |
| William Blair | 1 | 33.3% |