Evercore
advisor6 known aliases resolved via the canonical alias map
Market position · 2024
Plans served2-5 YoYRank #3426 of mapped providers
Assets under administration$6.6B0.0%Market share · rank #1604
Fees received$345,910Median $172,955/planSum across Schedule C direct + indirect
Net wins YoY-41 won · 5 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 Evercore plan look like?
Service mix · median fees per plan
Count of plans where Evercore ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Consulting (general); Consulting feesCode 16 | 1 | $19,367 | |
Other investment fees and expenses; Investment advisory (participants)Code 26 | 1 | $326,543 |
Competitor overlap
Percent of Evercore'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 Evercore.
| Sponsor | From | Assets |
|---|---|---|
MERITOR, INC.IN · 383354643-336 | Vantage Consulting Group | $546M |
Plans lost in 2024
Appeared last year under Evercore; not this year.
| Sponsor | To | Assets |
|---|---|---|
BOARD OF TRUSTEES OF THE EQUITY-LEAGUE PENSION TRUST FUNDNY · 136696817-001 | Glendon Capital Management LP | $2.0B |
EXELON CORPORATIONIL · 232990190-022 | Morgan Stanley | $2.0B |
EXELON CORPORATIONIL · 232990190-016 | eVestment Alliance | $1.0B |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
EXELON CORPORATIONIL · 232990190-002 | $6.1B | 23,999 | $19,367 | 3y | - |
MERITOR, INC.IN · 383354643-336 | $546M | 9,980 | $326,543 | 1y | - |
Flag exposure
100.0%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 (6)
Raw Schedule C names collapsed into Evercore.
- CAR RIGGS & INGRAM, LLC
- EVERCORE
- EVERCORE BD INVEST CO LLC
- EVERCORE GROUP
- EVERCORE GROUP LLC
- EVERCORE 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 Evercore'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 | 0 | 0.00% | 1.71% | -1.71 pp |
| Failed to provide benefit | 0 | 0.00% | 0.14% | -0.14 pp |
| Corrective distributions | 0 | 0.00% | 1.76% | -1.76 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 Evercore. 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 Evercore'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 |
|---|---|---|
| Baum Sigman Auerbach & Neuman, Ltd. | 1 | 50.0% |
| Sidley Austin LLP | 1 | 50.0% |