EY
auditor42 known aliases resolved via the canonical alias map
Market position · 2024
Plans served195-2 YoYRank #107 of mapped providers
Assets under administration$458.9B0.5%Market share · rank #23
Fees received$13MMedian $49,000/planSum across Schedule C direct + indirect
Net wins YoY+729 won · 22 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 EY plan look like?
Service mix · median fees per plan
Count of plans where EY ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Investment management fees paid directly by plan; Accounting (including auditing); Direct payment from the planCode 10 | 176 | $48,750 | |
Other feesCode 99 | 5 | $42,450 | |
Direct payment from the plan; ActuarialCode 11 | 3 | $71,796 | |
Consulting (general); Direct payment from the planCode 16 | 2 | $35,450 | |
Consulting (pension)Code 17 | 2 | $42,050 | |
Other services; Direct payment from the planCode 49 | 2 | $86,667 | |
Other fees; Direct payment from the planCode 50 | 2 | $12,938 | |
Investment advisory (plan)Code 27 | 1 | $27,300 |
Competitor overlap
Percent of EY'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 EY.
| Sponsor | From | Assets |
|---|---|---|
CVS HEALTH CORPORATIONRI · 050494040-017 | Sapience Investments | $30.1B |
AMEREN CORPORATIONMO · 431723446-005 | Sanderson Asset Management | $4.8B |
INTERMOUNTAIN HEALTH CARE, INC.UT · 870269232-001 | Magnitude Capital, LLC | $3.4B |
THE NEW YORK AND PRESBYTERIAN HOSPITALNY · 133957095-009 | Buck Global LLC | $2.5B |
NORTON HEALTHCARE, INC.KY · 611028725-002 | Principal | $2.3B |
TRIUMPH AEROSTRUCTURES, LLCPA · 510347963-101 | Buck Global LLC | $1.2B |
CSLB HOLDINGS INC.PA · 800120293-001 | Fidelity Investments | $1.2B |
POLARIS INDUSTRIES INC.MN · 411857431-001 | LPL Financial | $1.1B |
TRANSOCEAN INTERNATIONAL LIMITED · 660582307-002 | Aon | $839M |
BETH ISRAEL LAHEY HEALTH, INC.MA · 832671600-001 | Fidelity Investments | $688M |
Plans lost in 2024
Appeared last year under EY; not this year.
| Sponsor | To | Assets |
|---|---|---|
CORTEVA AGRISCIENCE, LLCDE · 351781118-002 | Bredhoff & Kaiser PLLC | $6.8B |
MASSACHUSETTS INSTITUTE OF TECHNOLOGYMA · 042103594-002 | WTW | $5.4B |
APTIV CORPORATIONMI · 270791190-002 | Fidelity Investments | $1.5B |
INTERGRAPH CORPORATIONAL · 630573222-002 | Charles Schwab | $1.5B |
ZACHRY HOLDINGS, INC.TX · 261256814-004 | Strategic Advisers | $928M |
UNIVERSITY OF MARYLAND MEDICAL SYSTEM CORPORATIONMD · 521362793-004 | Empower | $733M |
SCRIPPS HEALTHCA · 951684089-003 | Kronick Kalada Berdy & Co PC | $630M |
UNIVERSITY OF MARYLAND MEDICAL SYSTEM CORPORATIONMD · 521362793-001 | Empower | $475M |
IOWA FARM BUREAU FEDERATION AND AFFILIATED COMPANIESIA · 420331840-004 | Lutz & Company PC | $441M |
APTIV CORPORATIONMI · 270791190-004 | Fidelity Investments | $292M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
CVS HEALTH CORPORATIONRI · 050494040-017 | $30.1B | 385,927 | $106,400 | 1y | 1 |
NORTHROP GRUMMAN CORPORATIONVA · 800640649-030 | $18.8B | 104,566 | $18,351 | 8y | - |
CONSOLIDATED EDISON COMPANY OF NEW YORK, INC.NY · 135009340-001 | $15.6B | 26,696 | $78,316 | 10y | - |
ELI LILLY AND COMPANYIN · 350470950-002 | $13.1B | 31,411 | $94,348 | 10y | - |
MAYO CLINICMN · 416011702-001 | $11.8B | 93,747 | $272,660 | 8y | - |
ELI LILLY AND COMPANYIN · 350470950-001 | $11.8B | 49,943 | $80,480 | 10y | - |
SHELL USA, INC.TX · 131299890-002 | $11.5B | 24,265 | $163,000 | 8y | 1 |
NORTHWELL HEALTH, INC.NY · 113418133-003 | $10.9B | 65,962 | $68,950 | 7y | - |
EIDP, INC.DE · 510014090-001 | $10.4B | 66,338 | $9,225 | 2y | - |
HP INC.TX · 941081436-004 | $10.3B | 36,268 | $142,800 | 10y | 2 |
Flag exposure
91.8%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 (42)
Raw Schedule C names collapsed into EY.
- CAPITOL RESEARCH & MGMT CO.
- CAPITOL RESEARCH ANDMANAGEMENT CO
- CAPITOL SECURITIES MANAG
- CAPITOL SEURITIES MANAGEMENT INC.
- CAPITOL STRATEGIES INVESTMENT GROUP
- CAPITOL TRUST FINANCIAL ADVISO
- CAPLIN & DRYSDALE
- CAPLIN & DRYSDALE CHARTERED ATTORNE
- CAPLIN & DRYSDALE, CHARTERED
- CAPOSSELA, COHEN, LLC
- ERNEST & YOUNG LLP
- ERNEST AND YOUNG
- ERNEST AND YOUNG LLC
- ERNST & YOUNG
- ERNST & YOUNG AUDIT FEES
- ERNST & YOUNG LLC
- ERNST & YOUNG LLP
- ERNST & YOUNG LLP.
- ERNST & YOUNG LP
- ERNST & YOUNG TAX CONSULTING FEES
- ERNST & YOUNG U.S LLP
- ERNST & YOUNG U.S, LLP
- ERNST & YOUNG U.S. LLP
- ERNST & YOUNG U.S. LPP
- ERNST & YOUNG U.S., LLP
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 EY'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 | 1 | 0.51% | 7.76% | -7.25 pp |
| Fidelity bond gap | 0 | 0.00% | 26.94% | -26.94 pp |
| Late contributions | 16 | 8.21% | 1.71% | +6.49 pp |
| Failed to provide benefit | 7 | 3.59% | 0.14% | +3.45 pp |
| Corrective distributions | 41 | 21.03% | 1.76% | +19.27 pp |
| Loss discovered | 1 | 0.51% | 0.00% | +0.51 pp |
New-plan formation share
Share of plans filing for the first time each year that landed with EY. 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 EY'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 | 65 | 33.3% |
| Aon | 29 | 14.9% |
| Mercer | 27 | 13.8% |
| Strategic Advisers | 19 | 9.7% |
| Goldman Sachs Asset Management | 14 | 7.2% |
| Legal & General Investment Management America | 13 | 6.7% |
| NISA Investment Advisors | 13 | 6.7% |
| PIMCO | 13 | 6.7% |
| Buck Global LLC | 12 | 6.2% |
| Wellington Company LLP | 12 | 6.2% |
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).