Grant Thornton
auditor32 known aliases resolved via the canonical alias map
Market position · 2024
Plans served275+22 YoYRank #79 of mapped providers
Assets under administration$245.3B0.3%Market share · rank #53
Fees received$10MMedian $28,090/planSum across Schedule C direct + indirect
Net wins YoY+2268 won · 46 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 Grant Thornton plan look like?
Service mix · median fees per plan
Count of plans where Grant Thornton ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Other services; Accounting (including auditing); Direct payment from the planCode 10 | 264 | $27,922 | |
Recordkeeping and information management (computing, tabulating, data processing, etc.); Recordkeeping fees; Direct payment from the plan; Consulting (pension); Consulting feesCode 15 | 4 | $19,350 | |
Consulting (general); Direct payment from the planCode 16 | 3 | $36,750 | |
Other feesCode 99 | 3 | $17,140 | |
Investment advisory (plan)Code 27 | 1 | $14,560 | |
Consulting feesCode 70 | 1 | $23,625 |
Competitor overlap
Percent of Grant Thornton'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 Grant Thornton.
| Sponsor | From | Assets |
|---|---|---|
RTX CORPORATIONCT · 060570975-041 | CBIZ | $41.6B |
SCIENCE APPLICATIONS INTERNATIONAL CORPORATIONVA · 306419427-001 | Bailey & Lumb PC | $5.4B |
EMERSON ELECTRIC COMPANYMO · 430259330-016 | GO2 Partners | $3.6B |
DILLARD'S, INC.AR · 710388071-111 | Principal | $3.0B |
HOFFMANN-LA ROCHE INC.NJ · 220994270-011 | Smith Thornton Advisors LLC | $2.9B |
NORTHEASTERN UNIVERSITYMA · 041679980-001 | Mayer Hoffman McCann P.C. | $2.6B |
BRIDGESTONE AMERICAS, INC.TN · 880335067-009 | Alight | $2.5B |
GANNETT MEDIA CORP.NY · 472390983-100 | Alight | $1.6B |
PORTLAND GENERAL ELECTRIC COMPANYOR · 930256820-005 | Voya | $1.2B |
CIRCANA, LLCIL · 362947987-001 | Park Avenue Securities | $892M |
Plans lost in 2024
Appeared last year under Grant Thornton; not this year.
| Sponsor | To | Assets |
|---|---|---|
LIBERTY MUTUAL GROUP INC.MA · 043583679-001 | Fidelity Investments | $6.9B |
QUEST DIAGNOSTICS CLINICAL LABORATORIES, INC.NJ · 382084239-333 | Risk Strategies Company | $5.1B |
CACI INTERNATIONAL, INC.VA · 541345888-002 | Creative Planning | $2.9B |
THE BOSTON CONSULTING GROUP, INC.MA · 042432614-004 | Vanguard | $2.3B |
UL LLCIL · 943282454-002 | Seyfarth Shaw LLP | $1.7B |
MEASUREMENT SOLUTIONSMN · 410766812-001 | Vanguard | $1.4B |
GAINWELL ACQUISITION CORP.AK · 851850812-001 | Mercer | $559M |
EMERSON ELECTRIC COMPANYMO · 430259330-114 | Vanguard | $490M |
THE BOSTON CONSULTING GROUP, INC.MA · 042432614-003 | (new plan) | $437M |
ZURN LLCWI · 043722228-006 | Capital Strategies Investment Group | $339M |
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 | $75,233 | 1y | 1 |
CHEVRON CORPORATIONTX · 940890210-001 | $20.4B | 35,035 | $75,000 | 4y | 1 |
KPMG LLPNJ · 135565207-011 | $10.5B | 55,312 | $91,520 | 10y | 1 |
MCKINSEY & COMPANY, INC.NY · 131826332-001 | $9.8B | 35,298 | $83,800 | 10y | 1 |
YALE UNIVERSITYCT · 060646973-001 | $8.3B | 25,753 | $29,675 | 7y | 1 |
SCIENCE APPLICATIONS INTERNATIONAL CORPORATIONVA · 306419427-001 | $5.4B | 32,258 | $62,000 | 1y | 1 |
PPG INDUSTRIES, INC.PA · 250730780-384 | $4.3B | 23,059 | $26,513 | 3y | 2 |
ABBOTT LABORATORIESIL · 360698440-300 | $4.2B | 23,300 | $46,800 | 10y | - |
RELX INC.NY · 521471842-005 | $4.2B | 20,577 | $43,459 | 3y | 1 |
EMERSON ELECTRIC COMPANYMO · 430259330-016 | $3.6B | 16,539 | $65,490 | 1y | 1 |
Flag exposure
87.3%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 (32)
Raw Schedule C names collapsed into Grant Thornton.
- COASTAL BEVERAGE COMPANY, INC.
- COASTAL CPAS LLC
- COASTAL CPAS, LLC
- COASTAL DAILY BALANCE, LLC
- COASTAL DENTAL SERVICES LLC
- COASTAL EQUITIES INC
- COASTAL INVESTMENT ADVISORS
- COASTAL PENION SERVICES, INC.
- GRANT THORNTON
- GRANT THORNTON ADVISORS LLC
- GRANT THORNTON LLC
- GRANT THORNTON LLP
- GRANT THORNTON LLP- AUDIT FEE
- GRANT THORNTON LLP.
- GRANT THORNTON LLP/GRANT THOR TOWER
- GRANT THORNTON LP
- GRANT THORNTON OOP
- GRANT THORNTON, LLC
- GRANT THORNTON, LLP
- GRANT THORNTONNLLP
- GRANT THORTNON LLP
- GRANT THORTNTON
- GRANT THORTON
- GRANT THORTON ADVISORS LLC
- GRANT THORTON 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 Grant Thornton'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 | 6 | 2.18% | 7.76% | -5.58 pp |
| Fidelity bond gap | 0 | 0.00% | 26.94% | -26.94 pp |
| Late contributions | 37 | 13.45% | 1.71% | +11.74 pp |
| Failed to provide benefit | 17 | 6.18% | 0.14% | +6.04 pp |
| Corrective distributions | 53 | 19.27% | 1.76% | +17.51 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 Grant Thornton. Compare to the incumbent market share (0.4%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.4 pp vs incumbent
Frequent partners by role
Who else shows up on Grant Thornton'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 | 83 | 30.2% |
| Aon | 46 | 16.7% |
| Mercer | 32 | 11.6% |
| SEI Investments | 30 | 10.9% |
| Strategic Advisers | 24 | 8.7% |
| Fiducient Advisors | 10 | 3.6% |
| Milliman | 10 | 3.6% |
| CAPTRUST | 9 | 3.3% |
| Goldman Sachs Asset Management | 7 | 2.5% |
| PIMCO | 7 | 2.5% |
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).