LexisNexis
advisor17 known aliases resolved via the canonical alias map
Market position · 2024
Plans served10+6 YoYRank #1578 of mapped providers
Assets under administration$38.5B0.0%Market share · rank #397
Fees received$749,226Median $5,869/planSum across Schedule C direct + indirect
Net wins YoY+66 won · 0 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 LexisNexis plan look like?
Service mix · median fees per plan
Count of plans where LexisNexis ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Other services; Direct payment from the planCode 49 | 4 | $6,425 | |
Other fees; Direct payment from the planCode 50 | 2 | $352,714 | |
Other feesCode 99 | 2 | $2,771 | |
Contract AdministratorCode 13 | 1 | $5,820 | |
Participant communication; Other feesCode 38 | 1 | $5,850 |
Competitor overlap
Percent of LexisNexis'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 LexisNexis.
| Sponsor | From | Assets |
|---|---|---|
FIRSTENERGY CORP.OH · 341843785-001 | Bain Capital | $6.5B |
BOARD OF TRUSTEES SEAFARERS PENSION PLANMD · 136100329-001 | Buchbinder Tunick & Company LLP | $2.1B |
BOARD OF TRUSTEES, SOUTHWEST CARPENTERS ANNUITY FUNDCA · 880135694-002 | Prudential Retirement Insurance & Annuity Co. | $1.1B |
INFIRMARY HEALTH SYSTEM, INC.AL · 630841123-003 | Prudential Retirement Insurance & Annuity Co. | $372M |
NATIONAL MEDICAL CARE, INC.MA · 042835488-001 | BNY Mellon | $327M |
BOARD OF TRUSTEES SHEET METAL WORKERS LOCAL 2MO · 311648261-001 | SageView | $108M |
Plans lost in 2024
Appeared last year under LexisNexis; not this year.
| Sponsor | To | Assets |
|---|
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
JOINT BOARD OF TRUSTEES WESTERN STATES CARPENTERS PENSION PLANCA · 956042875-001 | $11.3B | 139,574 | $5,488 | 7y | - |
ADP TOTALSOURCE GROUP, INC.FL · 592452823-001 | $9.2B | 335,802 | $5,400 | 4y | 1 |
JOINT BOARD OF TRUSTEES, BAKERY & CONFECTIONERY UNION & INDUSTRYMD · 526118572-001 | $6.6B | 99,660 | $8,251 | 6y | - |
FIRSTENERGY CORP.OH · 341843785-001 | $6.5B | 38,934 | $699,539 | 1y | - |
BOARD OF TRUSTEES SEAFARERS PENSION PLANMD · 136100329-001 | $2.1B | 17,705 | $6,270 | 1y | - |
BOARD OF TRUSTEES, SOUTHWEST CARPENTERS ANNUITY FUNDCA · 880135694-002 | $1.1B | 93,934 | $6,579 | 1y | - |
AMEDISYS HOLDING, LLCLA · 364576454-001 | $955M | 24,237 | $5,888 | 6y | 2 |
INFIRMARY HEALTH SYSTEM, INC.AL · 630841123-003 | $372M | 7,517 | $5,850 | 3y | - |
NATIONAL MEDICAL CARE, INC.MA · 042835488-001 | $327M | 13,431 | $5,820 | 4y | - |
BOARD OF TRUSTEES SHEET METAL WORKERS LOCAL 2MO · 311648261-001 | $108M | 3,386 | $141 | 1y | 1 |
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 (17)
Raw Schedule C names collapsed into LexisNexis.
- ELLIOTT INT CAPITAL ADVISORS, INC.
- ELLIOTT INT LIMITED
- ELLIOTT INT'L CAPITAL ADVISORS INC.
- ELLIOTT INTERNATIONAL CAPITAL ADV
- ELLIOTT INTL CAPITAL ADVISORS INC
- ELLIOTT-INT'L LIMITED
- LEXIS NEXIS
- LEXIS NEXIS, A DIVISION OF RELX
- LEXIS-NEXIS
- LEXISNEXIS
- LEXISNEXIS RISK DATA MANAGEMENT INC
- LEXISNEXIS RISK DATA MANAGEMENT, IN
- LEXISNEXIS RISK DATA MGMNT
- LEXISNEXIS RISK SOLUTIONS FL
- LEXISNEXIS RISK SOLUTIONS FL INC
- LEXISNEXIS RISK SOLUTIONS FL INC DB
- LEXISNEXIS, A DIVISION OF RELX
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 LexisNexis'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 | 3 | 30.00% | 1.71% | +28.29 pp |
| Failed to provide benefit | 0 | 0.00% | 0.14% | -0.14 pp |
| Corrective distributions | 1 | 10.00% | 1.76% | +8.24 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 LexisNexis. 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 LexisNexis'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 |
|---|---|---|
| Shanley A Professional Corp | 2 | 20.0% |
| Baker Donelson Bearman Caldwell | 1 | 10.0% |
| Bredhoff & Kaiser PLLC | 1 | 10.0% |
| Brownstein Hyatt Farber Schreck LLP | 1 | 10.0% |
| Kraw & Kraw Law Group | 1 | 10.0% |
| Littler Mendelson, P.C. | 1 | 10.0% |
| Manatt, Phelps & Phillips | 1 | 10.0% |
| Nossaman LLP | 1 | 10.0% |
| Proskauer Rose LLP | 1 | 10.0% |
| ROUSE FRETS GENTILE & RHODES LLC | 1 | 10.0% |