Deloitte
auditor61 known aliases resolved via the canonical alias map
Market position · 2024
Plans served217+11 YoYRank #102 of mapped providers
Assets under administration$599.2B0.7%Market share · rank #18
Fees received$17MMedian $46,350/planSum across Schedule C direct + indirect
Net wins YoY+852 won · 44 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 Deloitte plan look like?
Service mix · median fees per plan
Count of plans where Deloitte ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Other fees; Accounting (including auditing)Code 10 | 180 | $46,200 | |
Direct payment from the plan; Consulting (general); ActuarialCode 11 | 13 | $142,690 | |
Direct payment from the plan; Consulting (general)Code 16 | 10 | $25,232 | |
Other services; Employee (plan)Code 30 | 3 | $31,208 | |
Plan Administrator; Direct payment from the planCode 14 | 2 | $36,153 | |
Direct payment from the plan; Consulting (pension)Code 17 | 2 | $28,875 | |
Other servicesCode 49 | 2 | $8,474 | |
Other feesCode 99 | 2 | $9,517 |
Competitor overlap
Percent of Deloitte'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 Deloitte.
| Sponsor | From | Assets |
|---|---|---|
WALGREEN CO.IL · 361924025-001 | Fidelity Investments | $14.5B |
PHILIPS NORTH AMERICA LLCMA · 133429115-005 | Prudential Retirement Insurance & Annuity Co. | $6.4B |
NISSAN NORTH AMERICA, INC.TN · 952108010-006 | Vanguard | $4.4B |
CRH AMERICAS, INC.GA · 953298140-002 | Eide Bailly LLP | $4.2B |
GENERAL MILLS, INC.MN · 410274440-006 | Galliard Capital Management, Inc. | $3.7B |
HOFFMANN-LA ROCHE INC.NJ · 220994270-011 | Smith Thornton Advisors LLC | $2.9B |
GAP INC.CA · 941697231-001 | T. Rowe Price | $2.6B |
BNP PARIBASNY · 941677765-003 | PwC | $2.2B |
TELEDYNE TECHNOLOGIES INCORPORATEDCA · 251843385-002 | MOSS ADAMS LLP | $2.1B |
TENNECO AUTOMOTIVE OPERATING COMPANY LLCMI · 741933558-144 | T. Rowe Price | $1.8B |
Plans lost in 2024
Appeared last year under Deloitte; not this year.
| Sponsor | To | Assets |
|---|---|---|
WARNER BROS. DISCOVERY, INC.NY · 352333914-001 | Financial Engines Advisors LLC | $7.6B |
COX ENTERPRISES, INC.GA · 581035149-001 | T. Rowe Price | $7.4B |
THE ALLSTATE CORPORATIONTX · 363871531-001 | Crowe | $6.8B |
NATIONWIDE MUTUAL INSURANCE COMPANYOH · 314177100-333 | (new plan) | $5.3B |
THE ALLSTATE CORPORATIONTX · 363871531-002 | Mercer | $4.3B |
INTL PAINTERS & ALLIED TRADES IND. PENSION FUND- BOARD OF TRUSTEESMD · 526073909-001 | International Union of Painters and Allied Trades | $4.2B |
BOARD OF TRUSTEES, UFCW NO. CALIFORNIA EMPLOYERS JOINT PENSION PLANCA · 946313554-001 | Kayne Anderson Capital Advisors, LP | $2.9B |
XEROX CORPORATIONCT · 160468020-335 | Curcio Webb, LLC | $1.4B |
NORTHERN INDIANA PUBLIC SERVICE COMPANYIN · 350552990-001 | Dodge & Cox | $1.1B |
HUNTINGTON INGALLS INDUSTRIES, INC.VA · 900607005-305 | EY | $605M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
RTX CORPORATIONCT · 060570975-041 | $41.6B | 281,638 | $564,795 | 2y | 1 |
NORTHROP GRUMMAN CORPORATIONVA · 800640649-011 | $39.5B | 153,905 | $209,070 | 10y | - |
THE BOEING CO. AND CONSOLIDATED SUBSIDIARIESWA · 910425694-100 | $23.3B | 115,617 | $155,948 | 10y | - |
MORGAN STANLEY DOMESTIC HOLDINGS, LLCNY · 208764829-003 | $22.2B | 80,789 | $115,000 | 2y | - |
UNITED PARCEL SERVICE OF AMERICA, INC.GA · 951732075-001 | $21.2B | 144,570 | $128,248 | 6y | - |
BANK OF AMERICA CORPORATIONRI · 560906609-001 | $19.0B | 168,197 | $17,020 | 3y | - |
GENERAL ELECTRIC COMPANY, OPERATING AS GE AEROSPACEOH · 140689340-333 | $19.0B | 118,868 | $167,296 | 2y | - |
NORTHROP GRUMMAN CORPORATIONVA · 800640649-030 | $18.8B | 104,566 | $218,738 | 10y | - |
THE BOEING CO. AND CONSOLIDATED SUBSIDIARIESWA · 910425694-001 | $15.4B | 115,404 | $122,100 | 10y | - |
DELL INC.TX · 742487834-001 | $14.7B | 58,607 | $78,000 | 6y | 1 |
Flag exposure
90.3%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 (61)
Raw Schedule C names collapsed into Deloitte.
- BRENDA DEMING
- BRENDA GALEA-RITCH
- BRENDA JOUBERT
- BRENDA M BEBOW
- BRENDA OLETSKI
- BRENDA QUEST
- BRENDA RITCH
- BRENDA SALARIO
- BRENDA SERGENT
- BRENDAN SISK
- BRENEMAN & COMPANY, PC
- BRENNAN, JONATHAN T.
- BRENNER & ASSOCIATES
- BRENT BOHN
- BRENT LONG
- BRENT MOELLER
- BRENT MOORE
- BRENT R ROHLIK DBA ROHLIK FINANCIAL
- BRENTWOOD
- DELIOTTE
- DELIOTTE CONSULTING
- DELLOITE
- DELLOITTE CONSULTING LLP
- DELOITE & TOUCHE LLP
- DELOITT
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 Deloitte'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 | 8 | 3.69% | 7.76% | -4.08 pp |
| Fidelity bond gap | 0 | 0.00% | 26.94% | -26.94 pp |
| Late contributions | 22 | 10.14% | 1.71% | +8.42 pp |
| Failed to provide benefit | 3 | 1.38% | 0.14% | +1.24 pp |
| Corrective distributions | 26 | 11.98% | 1.76% | +10.22 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 Deloitte. Compare to the incumbent market share (0.3%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.3 pp vs incumbent
Frequent partners by role
Who else shows up on Deloitte'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 |
|---|---|---|
| WTW | 66 | 30.4% |
| Aon | 41 | 18.9% |
| Mercer | 31 | 14.3% |
| Strategic Advisers | 21 | 9.7% |
| PIMCO | 17 | 7.8% |
| NISA Investment Advisors | 14 | 6.5% |
| Callan Associates Inc. | 12 | 5.5% |
| Goldman Sachs Asset Management | 10 | 4.6% |
| Curcio Webb, LLC | 9 | 4.2% |
| Bloomberg LP | 8 | 3.7% |
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).