Mazars USA LLP
auditor13 known aliases resolved via the canonical alias map
Market position · 2024
Plans served19-36 YoYRank #936 of mapped providers
Assets under administration$4.5B0.0%Market share · rank #2025
Fees received$344,113Median $16,800/planSum across Schedule C direct + indirect
Net wins YoY-368 won · 44 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 Mazars USA LLP plan look like?
Service mix · median fees per plan
Count of plans where Mazars USA LLP ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Direct payment from the plan; Accounting (including auditing)Code 10 | 16 | $18,460 | |
Other feesCode 99 | 2 | $16,000 | |
Recordkeeping and information management (computing, tabulating, data processing, etc.)Code 15 | 1 | $16,640 |
Competitor overlap
Percent of Mazars USA 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 Mazars USA LLP.
| Sponsor | From | Assets |
|---|---|---|
REPUBLIC SERVICES, INC.AZ · 650716904-003 | Vanguard | $2.7B |
TP ICAP AMERICAS HOLDINGS INC.NY · 510631562-002 | Morgan Stanley | $599M |
QINETIQ INC.VA · 541642759-001 | Rocaton Investment Advisors LLC | $128M |
QINETIQ INC.VA · 541642759-003 | Rocaton Investment Advisors LLC | $128M |
STEINWAY MUSICAL INSTRUMENTS, INC.NY · 351910745-002 | Capital Spring LLC | $61M |
CONN-SELMER, INC.IN · 954432228-008 | Samet & Company PC | $43M |
ALWAYS COMPASSIONATE HOME CARE INC.NY · 833110397-001 | Securities America Advisors, Inc. | $2M |
Plans lost in 2024
Appeared last year under Mazars USA LLP; not this year.
| Sponsor | To | Assets |
|---|---|---|
CHUBB INA HOLDINGS INC. (FORMERLY ACE INA HOLDINGS INC.)PA · 952371728-105 | FORVIS Mazars | $4.4B |
ADECCO, INC.FL · 752370177-006 | Marsh McLennan | $800M |
SAFRAN USA, INC.TX · 510282961-001 | FORVIS Mazars | $538M |
BLANK ROME LLPPA · 231311874-001 | Cary Street Partners | $488M |
MERCURY SYSTEMS, INC.MA · 042741391-001 | FORVIS Mazars | $440M |
VEOLIA UTILITY RESOURCES, LLCNJ · 710005226-002 | FORVIS Mazars | $360M |
STANDARD CHARTERED BANKNJ · 941595409-002 | FORVIS Mazars | $347M |
MEDIA NEWS GROUP, INC.CO · 760425553-001 | FORVIS | $328M |
PERNOD RICARD USA, LLCNY · 522318616-005 | FORVIS Mazars | $276M |
HUGHES HUBBARD & REED LLPNY · 135605391-002 | FORVIS Mazars | $266M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
REPUBLIC SERVICES, INC.AZ · 650716904-003 | $2.7B | 42,086 | $16,640 | 1y | 1 |
TP ICAP AMERICAS HOLDINGS INC.NY · 510631562-002 | $599M | 2,038 | $30,450 | 1y | 1 |
PKFOD MANAGEMENT COMPANY LLCNY · 883930271-002 | $336M | 2,086 | $18,200 | 1y | - |
QINETIQ INC.VA · 541642759-001 | $128M | 1,956 | $16,000 | 1y | 1 |
QINETIQ INC.VA · 541642759-003 | $128M | 1,956 | $16,000 | 1y | 1 |
OCEANFIRST BANKNJ · 210607451-002 | $110M | 1,284 | $39,520 | 6y | - |
REINAUER TRANSPORTATION COMPANIES, LLCNY · 133694366-003 | $75M | 512 | $13,000 | 7y | 1 |
REINAUER TRANSPORTATION COMPANIES, LLCNY · 133694366-002 | $71M | 219 | $13,000 | 8y | - |
DRA ADVISORS LLCNY · 331032314-001 | $65M | 175 | $21,840 | 4y | - |
STEINWAY MUSICAL INSTRUMENTS, INC.NY · 351910745-002 | $61M | 1,306 | $23,520 | 1y | - |
Flag exposure
89.5%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 (13)
Raw Schedule C names collapsed into Mazars USA LLP.
- ESSENTIAL PLANNING SERVICES
- MAZAR USA LLP
- MAZAR'S USA, LLP
- MAZARS
- MAZARS LLP
- MAZARS US LLP
- MAZARS USA
- MAZARS USA LLP
- MAZARS USA LLP.
- MAZARS USA, LLP
- MAZARS USA,LLP
- MAZARSUSA LLP
- MAZERS USA 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 Mazars USA 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 | 1 | 5.26% | 7.76% | -2.50 pp |
| Fidelity bond gap | 0 | 0.00% | 26.94% | -26.94 pp |
| Late contributions | 2 | 10.53% | 1.71% | +8.81 pp |
| Failed to provide benefit | 5 | 26.32% | 0.14% | +26.18 pp |
| Corrective distributions | 6 | 31.58% | 1.76% | +29.82 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 Mazars USA LLP. 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 Mazars USA 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 |
|---|---|---|
| Albion Consulting Group | 2 | 10.5% |
| Fiducient Advisors | 2 | 10.5% |
| Sentinel Benefit Group, Inc. | 2 | 10.5% |
| SHEPARD KAPLAN KROCHUCK LLC | 2 | 10.5% |
| Strategic Advisers | 2 | 10.5% |
| Bleakley Financial Group, LLC | 1 | 5.3% |
| Chambers Energy Capital | 1 | 5.3% |
| Compass 360 LLC | 1 | 5.3% |
| Creative Planning | 1 | 5.3% |
| Mercer | 1 | 5.3% |