KPMG
auditor20 known aliases resolved via the canonical alias map
Market position · 2024
Plans served95-9 YoYRank #214 of mapped providers
Assets under administration$258.8B0.3%Market share · rank #43
Fees received$8MMedian $54,120/planSum across Schedule C direct + indirect
Net wins YoY-912 won · 21 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 KPMG plan look like?
Service mix · median fees per plan
Count of plans where KPMG 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 plan; Other feesCode 10 | 79 | $57,079 | |
Other feesCode 99 | 3 | $111,400 | |
LegalCode 29 | 2 | $68,333 | |
Other services; Other feesCode 49 | 2 | $179,240 | |
Other fees; Direct payment from the planCode 50 | 2 | $42,050 | |
Consulting (general)Code 16 | 1 | $30,900 | |
Consulting (pension); Direct payment from the planCode 17 | 1 | $15,000 | |
Direct payment from the plan; Trustee (individual)Code 20 | 1 | $6,000 |
Competitor overlap
Percent of KPMG'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 KPMG.
| Sponsor | From | Assets |
|---|---|---|
INTERNATIONAL BUSINESS MACHINES CORPORATIONNY · 130871985-001 | PwC | $17.9B |
TRUSTEES OF UFCW INT'L UNION - INDUSTRY PENSION FUNDIL · 516055922-001 | American Arbitration Association | $8.0B |
SIDLEY AUSTIN LLPIL · 364474078-100 | Harlow & Falk LLP | $1.9B |
AMICA MUTUAL INSURANCE COMPANYRI · 050348344-001 | Pension Innovations & Consulting | $1.7B |
OWENS & MINOR, INC.VA · 541701843-002 | Strategic Advisers | $994M |
BOMBARDIER AEROSPACE (HOLDINGS) USA INC.KS · 475222722-008 | LifeWorks | $498M |
OSRAM SYLVANIA INC.NH · 043349012-002 | SSBT | $487M |
WINDSTREAM SERVICES, LLCAR · 852049794-001 | RVK, Inc. | $438M |
ITG BRANDS, LLCNC · 942994213-004 | Deloitte | $331M |
OSRAM SYLVANIA INC.NH · 043349012-001 | SSBT | $210M |
Plans lost in 2024
Appeared last year under KPMG; not this year.
| Sponsor | To | Assets |
|---|---|---|
NORTHROP GRUMMAN CORPORATIONVA · 800640649-030 | United Planners Financial Services | $19.1B |
WELLS FARGO & COMPANYCA · 410449260-001 | Fixed Income Finance PGIM Inc | $8.8B |
SUTTER HEALTHCA · 942788907-333 | Capital Guardian Trust Company | $5.9B |
VERIZON COMMUNICATIONS INC.NJ · 232259884-004 | Associated Trust Company, N.A. | $3.2B |
BOARD OF TRUSTEES SEAFARERS PENSION PLANMD · 136100329-001 | Weaver & Tidwell LLP | $1.9B |
BECTON DICKINSON AND COMPANYNJ · 220760120-004 | Alight | $1.5B |
CITGO PETROLEUM CORPORATIONTX · 731173881-004 | Alight | $818M |
PACE UNIVERSITYNY · 135562314-001 | TIAA | $815M |
CITGO PETROLEUM CORPORATIONTX · 731173881-002 | Alight | $507M |
UNITED JEWISH APPEAL-FEDERATION OF JEWISH PHILANTHROPIES OF NYNY · 510172429-333 | Milliman | $506M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
VERIZON COMMUNICATIONS INC.NJ · 232259884-102 | $29.4B | 119,145 | $10,873 | 10y | - |
CITIGROUP INC.CT · 521568099-004 | $23.2B | 121,279 | $313,189 | 10y | 1 |
INTERNATIONAL BUSINESS MACHINES CORPORATIONNY · 130871985-001 | $17.9B | 144,666 | $6,300 | 1y | - |
BOARD OF TRUSTEES OF 1199SEIU HEALTH CARE EMPLOYEES PENSION FUNDNY · 133604862-001 | $16.9B | 296,800 | $607,328 | 8y | - |
THE GOLDMAN SACHS GROUP, INC.NY · 134019460-001 | $12.8B | 49,526 | $12,407 | 10y | - |
GENERAL DYNAMICS CORPORATIONVA · 131673581-069 | $12.4B | 68,452 | $247,470 | 8y | 2 |
CARGILL, INCORPORATEDMN · 410177680-015 | $8.9B | 43,508 | $111,400 | 4y | 1 |
3M COMPANYMN · 410417775-002 | $8.9B | 25,001 | $327,279 | 3y | - |
TRUSTEES OF UFCW INT'L UNION - INDUSTRY PENSION FUNDIL · 516055922-001 | $8.2B | 204,155 | $7,525 | 2y | - |
GENERAL DYNAMICS CORPORATIONVA · 131673581-068 | $7.9B | 45,227 | $181,845 | 8y | 1 |
Flag exposure
91.6%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 (20)
Raw Schedule C names collapsed into KPMG.
- DYKEMA COX SMITH
- DYKEMAGOSSET PLLC
- DYKEMAGOSSETT PLLC
- DYLAN P. HARNETT
- DYLAN WILEY
- DYLESKI
- KPMG
- KPMG (CHINA)
- KPMG CHINA
- KPMG LIMITED
- KPMG LLC
- KPMG LLP
- KPMG LLP-DEPT 0922
- KPMG TAIWAN
- KPMG US LLP
- KPMG, LLC
- KPMG, LLC.
- KPMG, LLP
- KPMG,LLP
- KPMG. 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 KPMG'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 | 2 | 2.11% | 7.76% | -5.66 pp |
| Fidelity bond gap | 0 | 0.00% | 26.94% | -26.94 pp |
| Late contributions | 13 | 13.68% | 1.71% | +11.97 pp |
| Failed to provide benefit | 3 | 3.16% | 0.14% | +3.02 pp |
| Corrective distributions | 21 | 22.11% | 1.76% | +20.35 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 KPMG. Compare to the incumbent market share (0.1%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.1 pp vs incumbent
Frequent partners by role
Who else shows up on KPMG'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 |
|---|---|---|
| Aon | 28 | 29.5% |
| WTW | 25 | 26.3% |
| Mercer | 23 | 24.2% |
| PIMCO | 18 | 18.9% |
| Strategic Advisers | 12 | 12.6% |
| Wellington Company LLP | 10 | 10.5% |
| Dodge & Cox | 9 | 9.5% |
| Cambridge Associates | 8 | 8.4% |
| Goldman Sachs Asset Management | 8 | 8.4% |
| Acadian Asset Management | 7 | 7.4% |
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).