Financial Engines Advisors LLC
advisor22 known aliases resolved via the canonical alias map
Market position · 2024
Plans served114-9 YoYRank #176 of mapped providers
Assets under administration$432.7B0.5%Market share · rank #26
Fees received$101MMedian $218,778/planSum across Schedule C direct + indirect
Net wins YoY-815 won · 23 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 Financial Engines Advisors LLC plan look like?
Service mix · median fees per plan
Count of plans where Financial Engines Advisors LLC ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Other fees; Investment advisory (plan)Code 27 | 86 | $268,245 | |
Investment advisory (plan); Investment advisory (participants); Investment management fees paid directly by planCode 26 | 22 | $23,131 | |
Investment management; Direct payment from the planCode 28 | 4 | $1,185,926 | |
Consulting (general)Code 16 | 2 | $2,353,896 | |
Direct payment from the plan; Plan Administrator; Investment advisory (plan)Code 14 | 1 | $851,742 | |
Other feesCode 99 | 1 | $9,877 |
Competitor overlap
Percent of Financial Engines Advisors LLC'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 Financial Engines Advisors LLC.
| Sponsor | From | Assets |
|---|---|---|
APPLE INC.CA · 942404110-001 | Empower | $24.7B |
NOVANT HEALTH, INC.NC · 561376950-003 | Fidelity Investments | $2.5B |
OPEN TEXT, INC.CA · 460525483-001 | Fidelity Investments | $1.9B |
AMERITEAM SERVICES, LLCTN · 472129748-002 | Truist Bank | $1.8B |
NOVANT HEALTH, INC.NC · 561376950-002 | Fidelity Investments | $1.7B |
AUTO CLUB INSURANCE ASSOCIATIONMI · 380477270-335 | Vanguard | $1.2B |
MULTICARE HEALTH SYSTEMWA · 911352172-003 | Chaney Capital Management | $1.2B |
BLACK HILLS CORPORATIONSD · 460458824-003 | Charles Schwab | $811M |
NELSON MULLINS RILEY & SCARBOROUGH LLPSC · 570215445-002 | Calvary Wealth LLC | $679M |
MULTICARE HEALTH SYSTEMWA · 911352172-002 | QDRO CONSULTANTS COMPANY, LLC | $562M |
Plans lost in 2024
Appeared last year under Financial Engines Advisors LLC; not this year.
| Sponsor | To | Assets |
|---|---|---|
NATIONAL TECHNOLOGY & ENGINEERING SOLUTIONS OF SANDIA, LLCNM · 850097942-008 | Edelman Financial Engines | $6.1B |
THE NORTHERN TRUST COMPANYIL · 361561860-002 | Edelman Financial Engines | $2.9B |
LAND O' LAKES, INC.MN · 410365145-017 | Strategic Advisers | $2.0B |
J.R. SIMPLOT COMPANYID · 820196611-004 | Edelman Financial Engines | $1.4B |
MILLIKEN & COMPANYSC · 510105342-335 | Edelman Financial Engines | $1.3B |
MCGUIREWOODS LLPVA · 540505857-003 | Edelman Financial Engines | $1.0B |
CHICAGO MERCANTILE EXCHANGE, INC.IL · 364340266-002 | WTW | $932M |
COVANTA PROJECTS, LLCNJ · 133213657-005 | Edelman Financial Engines | $872M |
IRB HOLDING CORPORATIONGA · 823952653-005 | Edelman Financial Engines | $562M |
ORANGE BUSINESS SERVICESVA · 582261454-001 | Edelman Financial Engines | $451M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
AT&T INC.TX · 431301883-009 | $43.1B | 192,505 | $10M | 10y | - |
ORACLE CORPORATIONCA · 542185193-001 | $31.0B | 101,985 | $2M | 2y | 1 |
APPLE INC.CA · 942404110-001 | $24.7B | 145,428 | $2M | 2y | 1 |
CISCO SYSTEMS,INC.CA · 770059951-001 | $22.7B | 72,556 | $4M | 9y | 1 |
COMCAST CORPORATIONPA · 270000798-001 | $19.7B | 124,285 | $5M | 10y | - |
DELTA AIR LINES, INC.GA · 580218548-004 | $19.0B | 112,027 | $9M | 10y | 1 |
UNITED AIRLINES, INC.IL · 742099724-202 | $16.8B | 20,168 | $62,057 | 7y | 1 |
AMERICAN AIRLINES, INC. - RETIREMENTTX · 131502798-013 | $16.2B | 114,149 | $6M | 10y | 1 |
DELTA AIR LINES, INC.GA · 580218548-014 | $15.9B | 17,776 | $3M | 10y | 1 |
DELL INC.TX · 742487834-001 | $14.7B | 58,607 | $3M | 10y | 1 |
Flag exposure
90.4%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 (22)
Raw Schedule C names collapsed into Financial Engines Advisors LLC.
- CENTRAL CABLE COTNRACTORS, INC
- CENTRAL COAST ADMINISTRATOR
- CENTRAL COAST ADMINISTRATORS
- CENTRAL COAST VISIONARY INSURANCE
- CENTRAL COAST VISIONARY INSURANCE &
- FINANACIAL ENGINES
- FINANCIAL ENGINE
- FINANCIAL ENGINE ADVISORS LLC
- FINANCIAL ENGINE ADVISORS, LLC
- FINANCIAL ENGINES
- FINANCIAL ENGINES ADVISORS
- FINANCIAL ENGINES ADVISORS LLC
- FINANCIAL ENGINES ADVISORS, LLC
- FINANCIAL ENGINES INC
- FINANCIAL ENGINES INC.
- FINANCIAL ENGINES LLC
- FINANCIAL ENGINES, INC
- FINANCIAL ENGINES, INC.
- FINANCIAL ENGINES, LLC
- FINANCIAL ENGINES,INC
- FINANCIALENGINEADVISORS LLC
- FINANICAL ENGINES ADVISORS LLC
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 Financial Engines Advisors LLC'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 | 20 | 17.54% | 1.71% | +15.83 pp |
| Failed to provide benefit | 20 | 17.54% | 0.14% | +17.40 pp |
| Corrective distributions | 62 | 54.39% | 1.76% | +52.63 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 Financial Engines Advisors LLC. 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 Financial Engines Advisors LLC'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 |
|---|---|---|
| Groom Law Group, Chartered | 3 | 2.6% |
| Seyfarth Shaw LLP | 3 | 2.6% |
| Thompson Hine | 3 | 2.6% |
| New & Karfunkel PC | 2 | 1.8% |
| Frost Brown Todd LLC | 1 | 0.9% |
| Harter Secrest & Emery LLP | 1 | 0.9% |
| Proskauer Rose LLP | 1 | 0.9% |
| Taft Stettinius & Hollister LLP | 1 | 0.9% |
| Vedder Price | 1 | 0.9% |
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).