LifeWorks
advisor14 known aliases resolved via the canonical alias map
Market position · 2024
Plans served9-22 YoYRank #1721 of mapped providers
Assets under administration$10.7B0.0%Market share · rank #1139
Fees received$7MMedian $725,563/planSum across Schedule C direct + indirect
Net wins YoY-220 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 LifeWorks plan look like?
Service mix · median fees per plan
Count of plans where LifeWorks ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Recordkeeping and information management (computing, tabulating, data processing, etc.); Other feesCode 15 | 2 | $684,218 | |
Direct payment from the plan; Consulting (general)Code 16 | 2 | $1,662,824 | |
Consulting feesCode 70 | 2 | $915,271 | |
Plan AdministratorCode 14 | 1 | $92,595 | |
Other servicesCode 49 | 1 | $725,563 | |
Distribution (12b-1) feesCode 63 | 1 | $15,066 |
Competitor overlap
Percent of LifeWorks'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 LifeWorks.
| Sponsor | From | Assets |
|---|
Plans lost in 2024
Appeared last year under LifeWorks; not this year.
| Sponsor | To | Assets |
|---|---|---|
AUTOMATIC DATA PROCESSING, INC.NJ · 221467904-002 | TELUS HEALTH | $6.3B |
AMERICAN ELECTRIC POWER SERVICE CORPORATIONOH · 134922641-002 | TELUS HEALTH | $5.2B |
MARSH & MCLENNAN COMPANIES, INC.NY · 362668272-001 | TELUS HEALTH | $4.4B |
CHUBB INA HOLDINGS INC.PA · 132595722-003 | Baker Tilly US, LLP | $3.7B |
REGIONS FINANCIAL CORPORATIONAL · 630589368-001 | Atlanta Capital Management Company, LLC | $1.2B |
KINDER MORGAN, INC.TX · 800682103-004 | TELUS HEALTH | $1.2B |
REGIONS FINANCIAL CORPORATIONAL · 630589368-013 | Newton Investment Management | $716M |
CONSOL ENERGY INC.PA · 821954058-001 | TELUS HEALTH | $550M |
KINDER MORGAN, INC.TX · 800682103-005 | TELUS HEALTH | $494M |
PHILIPS NORTH AMERICA LLCMA · 133429115-007 | TELUS HEALTH | $489M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
WESTROCK COMPANYGA · 473335141-027 | $4.4B | 43,819 | $1M | 4y | - |
BJC HEALTH SYSTEMMO · 431617558-333 | $2.7B | 42,843 | $2M | 4y | - |
NISSAN NORTH AMERICA, INC.TN · 952108010-001 | $1.6B | 10,503 | $1M | 4y | - |
BOY SCOUTS OF AMERICATX · 221576300-001 | $1.5B | 12,553 | $725,563 | 3y | - |
NISSAN NORTH AMERICA, INC.TN · 952108010-007 | $291M | 4,913 | $583,943 | 4y | - |
MOMENTIVE PERFORMANCE MATERIALS INCNY · 205748297-001 | $135M | 1,947 | $1,950 | 4y | - |
POTENTIAL DEVELOPMENT PROGRAM, INC.OH · 340789759-003 | $3M | 165 | $15,066 | 6y | - |
SIGNIFY NORTH AMERICA CORPORATIONNJ · 043391805-003 | $664,307 | 0 | $1M | 3y | 1 |
THE CLOROX COMPANYCA · 310595760-002 | $0 | 0 | $92,595 | 4y | 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 (14)
Raw Schedule C names collapsed into LifeWorks.
- ELON UNIVERSITY
- ELSASS FINANCIAL GROUP, INC.
- ELSER AND VANDERSCHAAFF CO LPA
- ELSNER ENGINEERING
- ELSNERAMPER LLP
- ELSWORTH STOUT CPA'S AND CONSULTAN
- LIFE WORKS
- LIFEWORKS
- LIFEWORKS (US) LTD
- LIFEWORKS (US) LTD.
- LIFEWORKS INC.
- LIFEWORKS US LTD
- LIFEWORKS(US) LTD.
- LIFEWORKS, INC.
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 LifeWorks'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 | 22.22% | 7.76% | +14.46 pp |
| Fidelity bond gap | 0 | 0.00% | 26.94% | -26.94 pp |
| Late contributions | 0 | 0.00% | 1.71% | -1.71 pp |
| Failed to provide benefit | 0 | 0.00% | 0.14% | -0.14 pp |
| Corrective distributions | 0 | 0.00% | 1.76% | -1.76 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 LifeWorks. 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 LifeWorks'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 |
|---|---|---|
| ALSTON & BIRD LLP | 2 | 22.2% |
| Morgan Lewis & Bockius LLP | 2 | 22.2% |