Marcum LLP
auditor12 known aliases resolved via the canonical alias map
Market position · 2024
Plans served63-16 YoYRank #306 of mapped providers
Assets under administration$8.0B0.0%Market share · rank #1426
Fees received$2MMedian $20,280/planSum across Schedule C direct + indirect
Net wins YoY-1424 won · 38 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 Marcum LLP plan look like?
Service mix · median fees per plan
Count of plans where Marcum LLP ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Other fees; Accounting (including auditing)Code 10 | 52 | $20,440 | |
Other feesCode 99 | 3 | $18,343 | |
Recordkeeping fees; Consulting (pension); Direct payment from the plan; Consulting fees; Recordkeeping and information management (computing, tabulating, data processing, etc.)Code 15 | 2 | $51,248 | |
Participant communication; Investment management; Direct payment from the planCode 28 | 2 | $18,675 | |
Direct payment from the plan; Valuation (appraisals, etc.)Code 34 | 2 | $18,964 | |
Investment advisory (participants)Code 26 | 1 | $37,440 | |
Recordkeeping feesCode 64 | 1 | $35,256 |
Competitor overlap
Percent of Marcum LLP'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 Marcum LLP.
| Sponsor | From | Assets |
|---|---|---|
NOURYON CHEMICALS LLCIL · 831177040-002 | Financial Engines Advisors LLC | $509M |
AUBREY SILVEY ENTERPRISES, INC.GA · 581098798-001 | (new plan) | $281M |
AKUMIN INC.FL · 364793204-001 | Empower | $164M |
NOURYON CHEMICALS LLCIL · 831177040-001 | WTW | $82M |
AMERICAN COUNCIL ON EDUCATIONDC · 530196573-002 | TIAA | $77M |
ROCKET LAB USA INC.CA · 981550340-001 | Fidelity Investments | $62M |
TRIVIDIA HEALTH, INC.FL · 222594392-001 | JPMorgan Chase | $59M |
LAUGHLIN, FALBO, LEVY & MORESI, LLPCA · 942950919-001 | WPAS, Inc. | $29M |
LAUGHLIN, FALBO, LEVY & MORESI, LLPCA · 942950919-005 | WPAS, Inc. | $25M |
SNYK, INC.MA · 813733443-001 | Fidelity Investments | $24M |
Plans lost in 2024
Appeared last year under Marcum LLP; not this year.
| Sponsor | To | Assets |
|---|---|---|
US ACUTE CARE SOLUTIONSOH · 341807694-001 | Wealth Management Systems Inc. | $1.6B |
LIFESPAN CORPORATIONRI · 222861978-001 | CBIZ | $515M |
HERBALIFE INTERNATIONAL OF AMERICA, INC.CA · 953954565-001 | Insero & Co. | $377M |
RELATED PARTNERS, INC.NY · 133680053-333 | CBIZ | $349M |
ENSIGN SERVICES, INC.CA · 113645368-001 | MOSS ADAMS LLP | $286M |
ALERISLIFE, INC.MA · 043516029-001 | CBIZ | $126M |
FOX MANAGEMENT REHABILITATION SERVICES LLCNJ · 833020179-001 | CBIZ | $101M |
MENLO SCHOOLCA · 943204137-002 | TIAA | $98M |
BURNS & LEVINSON LLPMA · 042265163-001 | CBIZ | $83M |
LYTX, INC.CA · 330794096-001 | MMA Securities | $79M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
ODP INTERNATIONAL, LLCFL · 872687219-001 | $1.3B | 24,429 | $67,465 | 3y | 2 |
IKEA NORTH AMERICA SERVICES, LLCPA · 233005722-001 | $1.1B | 22,940 | $59,850 | 2y | 1 |
WESTERN CONNECTICUT HEALTH NETWORK, INC.CT · 222594977-001 | $964M | 8,778 | $59,385 | 8y | - |
NOURYON CHEMICALS LLCIL · 831177040-002 | $509M | 2,085 | $36,050 | 1y | 2 |
VITAS HEALTHCARE CORPORATIONFL · 592318357-002 | $493M | 14,076 | $56,000 | 10y | 2 |
AUBREY SILVEY ENTERPRISES, INC.GA · 581098798-001 | $281M | 553 | $22,660 | 1y | - |
TEKNOR APEX COMPANYRI · 050306609-004 | $273M | 1,997 | $53,366 | 3y | - |
CAMBRIDGE INFORMATION GROUP, INC.MD · 521088476-001 | $252M | 1,585 | $14,560 | 4y | - |
TEKNOR APEX COMPANYRI · 050306609-003 | $243M | 1,689 | $32,040 | 3y | - |
AKUMIN INC.FL · 364793204-001 | $164M | 4,803 | $64,887 | 2y | 1 |
Flag exposure
85.7%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 (12)
Raw Schedule C names collapsed into Marcum LLP.
- ENCAP EQUITY FUND IX GP, L.P.
- ENCAP EQUITY FUND VIII GP, LP
- MACUM LLP
- MARCUM
- MARCUM BENEFIT GROUP
- MARCUM LLC
- MARCUM LLP
- MARCUM LLP.
- MARCUM, LLC
- MARCUM, LLP
- MARCUMLLP
- MARKUM, 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 Marcum LLP'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 | 3 | 4.76% | 7.76% | -3.00 pp |
| Fidelity bond gap | 0 | 0.00% | 26.94% | -26.94 pp |
| Late contributions | 22 | 34.92% | 1.71% | +33.21 pp |
| Failed to provide benefit | 4 | 6.35% | 0.14% | +6.21 pp |
| Corrective distributions | 13 | 20.63% | 1.76% | +18.88 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 Marcum LLP. 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 Marcum LLP'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 |
|---|---|---|
| NFP | 7 | 11.1% |
| Strategic Advisers | 4 | 6.3% |
| SageView | 3 | 4.8% |
| USI Consulting Group | 3 | 4.8% |
| CAPTRUST | 2 | 3.2% |
| NEPC LLC | 2 | 3.2% |
| Pension Consultants Inc | 2 | 3.2% |
| Advised Assets Group, LLC | 1 | 1.6% |
| Agilis Partners LLC | 1 | 1.6% |
| AllianceBernstein | 1 | 1.6% |
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).