Meaden & Moore
auditor21 known aliases resolved via the canonical alias map
Market position · 2024
Plans served52+1 YoYRank #369 of mapped providers
Assets under administration$42.1B0.1%Market share · rank #373
Fees received$6MMedian $17,400/planSum across Schedule C direct + indirect
Net wins YoY+212 won · 10 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 Meaden & Moore plan look like?
Service mix · median fees per plan
Count of plans where Meaden & Moore ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Other fees; Accounting (including auditing)Code 10 | 46 | $15,825 | |
Plan AdministratorCode 14 | 4 | $712,602 | |
Investment advisory (plan)Code 27 | 1 | $61,999 | |
Other feesCode 99 | 1 | $20,000 |
Competitor overlap
Percent of Meaden & Moore'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 Meaden & Moore.
| Sponsor | From | Assets |
|---|---|---|
WORTHINGTON STEEL, INC.OH · 922632000-001 | Fidelity Investments | $523M |
MATERION CORPORATIONOH · 341919973-003 | Fidelity Investments | $466M |
METALLUS INC.OH · 464024951-002 | NEPC LLC | $387M |
GRAFTECH INTERNATIONAL HOLDINGS INC.OH · 061249029-002 | Vanguard | $145M |
THIRD FEDERAL SAVINGS AND LOAN ASSOCIATION OF CLEVELANDOH · 340573493-004 | Principal | $114M |
GRAFTECH INTERNATIONAL HOLDINGS INCOH · 061249029-001 | Aon | $76M |
GRAMMER INC.MI · 411280872-001 | Pentegra Retirement Services Inc. | $39M |
BABCOX MEDIA, INC.OH · 271128664-001 | John Hancock | $32M |
WILLOWAY NURSERIES, INC.OH · 341038898-001 | Nationwide | $15M |
CRAWFORD UNITED 401(K) PLANOH · 340288470-001 | Minnesota Life Insurance Company | $13M |
Plans lost in 2024
Appeared last year under Meaden & Moore; not this year.
| Sponsor | To | Assets |
|---|---|---|
BD OF TRUSTEES, LABORERS DIST COUNCIL & CONSTRS PENSION FUNDOH · 316129964-001 | ENERGY CAPITAL PARTNERS | $2.7B |
TRANSDIGM INC.OH · 341750032-001 | KP Lynch CPA PC | $1.2B |
HEXION INC.OH · 130511250-002 | QDRO CONSULTANTS COMPANY, LLC | $128M |
GARLAND INDUSTRIES, INC.OH · 341115246-001 | CBIZ | $41M |
ALLEN AIRCRAFT PRODUCTS, INC.OH · 340679981-003 | UBS Financial Services | $20M |
GERCO HOLDINGS, INCOH · 341890417-001 | (new plan) | $18M |
CLEVELAND-CLIFFS TUBULAR COMPONENTS LLCOH · 311781514-002 | (new plan) | $6M |
INSTITUTE FOR APPLIED BEHAVIOR ANALYSIS CORP.CA · 953693249-001 | Accelerate Retirement | $5M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
EATON CORPORATIONOH · 340196300-055 | $8.4B | 37,536 | $21,700 | 5y | 1 |
EXELON CORPORATIONIL · 232990190-002 | $6.1B | 23,999 | $3M | 10y | - |
KEYCORPOH · 346542451-002 | $4.1B | 28,272 | $36,360 | 10y | 1 |
BATTELLE MEMORIAL INSTITUTEOH · 314379427-003 | $3.4B | 13,617 | $61,999 | 3y | 1 |
EATON CORPORATIONOH · 340196300-029 | $2.4B | 44,528 | $21,450 | 9y | - |
US ACUTE CARE SOLUTIONSOH · 341807694-001 | $1.9B | 10,132 | $15,500 | 2y | 2 |
BATTELLE MEMORIAL INSTITUTEOH · 314379427-005 | $1.9B | 10,106 | $48,500 | 10y | - |
EXELON CORPORATIONIL · 232990190-022 | $1.9B | 10,110 | $928,752 | 9y | - |
CLEVELAND-CLIFFS STEEL CORPORATIONOH · 311267098-003 | $1.5B | 11,040 | $35,800 | 4y | - |
EXELON CORPORATIONIL · 232990190-016 | $967M | 5,092 | $496,452 | 10y | - |
Flag exposure
80.8%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 (21)
Raw Schedule C names collapsed into Meaden & Moore.
- EXELON BUSINESS SERVICES
- EXELON BUSINESS SERVICES CO
- EXELON BUSINESS SERVICES COMPANY
- EXETER
- EXETER FINANCIAL LLC
- EXETER OFFICE VALUE FUND I, L.P.
- EXETER PROPERTY GROUP
- MEADEN & MOORE
- MEADEN & MOORE FINANCIAL SERVICES
- MEADEN & MOORE LLP
- MEADEN & MOORE LTD
- MEADEN & MOORE LTD.
- MEADEN & MOORE, LTD
- MEADEN & MOORE, LTD.
- MEADEN & NOORE LTD
- MEADEN AND MOORE
- MEADEN AND MOORE LTD
- MEADEN AND MOORE LTD.
- MEADEN AND MOORE, LTD
- MEADEN AND MOORE, LTD.
- MEADEN MOORE
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 Meaden & Moore'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 | 1 | 1.92% | 1.71% | +0.21 pp |
| Failed to provide benefit | 1 | 1.92% | 0.14% | +1.78 pp |
| Corrective distributions | 13 | 25.00% | 1.76% | +23.24 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 Meaden & Moore. 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 Meaden & Moore'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 |
|---|---|---|
| WTW | 15 | 28.9% |
| Strategic Advisers | 9 | 17.3% |
| Clearstead Advisors | 8 | 15.4% |
| Aon | 4 | 7.7% |
| Albourne America | 3 | 5.8% |
| Bloomberg LP | 3 | 5.8% |
| Caissa LLC | 3 | 5.8% |
| eVestment Alliance | 3 | 5.8% |
| Mercer | 3 | 5.8% |
| SEI Investments | 3 | 5.8% |
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).