Mitchell & Titus, LLP
auditor14 known aliases resolved via the canonical alias map
Market position · 2024
Plans served39-3 YoYRank #471 of mapped providers
Assets under administration$120.2B0.1%Market share · rank #111
Fees received$1MMedian $31,686/planSum across Schedule C direct + indirect
Net wins YoY-35 won · 8 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 Mitchell & Titus, LLP plan look like?
Service mix · median fees per plan
Count of plans where Mitchell & Titus, 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 | 36 | $32,884 | |
Consulting (pension); Direct payment from the plan; Recordkeeping fees; Consulting fees; Recordkeeping and information management (computing, tabulating, data processing, etc.)Code 15 | 1 | $10,650 | |
Consulting (general)Code 16 | 1 | $15,500 | |
Other feesCode 99 | 1 | $30,000 |
Competitor overlap
Percent of Mitchell & Titus, 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 Mitchell & Titus, LLP.
| Sponsor | From | Assets |
|---|---|---|
THE PRUDENTIAL INSURANCE COMPANY OF AMERICANJ · 221211670-003 | WTW | $12.0B |
BMO FINANCIAL CORP.IL · 510275712-001 | BlackRock | $5.0B |
ENDEAVOR HEALTH CLINICAL OPERATIONSIL · 362167060-002 | Voya | $2.1B |
CONSTELLATION ENERGY GENERATION LLCPA · 233064219-002 | Alight | $97M |
ENDEAVOR HEALTH CLINICAL OPERATIONSIL · 362167060-001 | Merganser Capital Management | $0 |
Plans lost in 2024
Appeared last year under Mitchell & Titus, LLP; not this year.
| Sponsor | To | Assets |
|---|---|---|
ADVOCATE AURORA HEALTH, INCWI · 824184596-004 | Marsh McLennan | $9.1B |
ADVOCATE AURORA HEALTH, INC.IL · 824184596-003 | Dodge & Cox | $1.0B |
LINCOLN NATIONAL CORPORATIONPA · 351140070-011 | Northern Trust | $795M |
FMC CORPORATIONPA · 940479804-061 | Strategic Advisers | $634M |
MESIROW FINANCIAL ADMINISTRATIVE CORPORATIONIL · 363429602-003 | Transamerica | $201M |
NORTHWEST COMMUNITY HOSPITALIL · 362340313-001 | Mercer | $114M |
LINCOLN NATIONAL LIFE INSURANCE COMPANYPA · 350472300-004 | Macquarie Asset Management | $80M |
EMPLOYMENT & EMPLOYER SERVICES, INC.IL · 363242702-001 | (new plan) | $7M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
VERIZON COMMUNICATIONS INC.NJ · 232259884-102 | $29.4B | 119,145 | $64,508 | 10y | - |
THE PRUDENTIAL INSURANCE COMPANY OF AMERICANJ · 221211670-003 | $12.0B | 44,305 | $30,000 | 4y | - |
UNITED AIRLINES, INC.IL · 742099724-222 | $10.3B | 88,204 | $33,820 | 6y | 1 |
EXELON CORPORATIONIL · 232990190-003 | $6.3B | 26,632 | $36,467 | 7y | - |
EXELON CORPORATIONIL · 232990190-002 | $6.1B | 23,999 | $34,535 | 7y | - |
VERIZON COMMUNICATIONS INC.NJ · 232259884-016 | $5.7B | 37,982 | $43,157 | 9y | - |
UNITED AIRLINES, INC.IL · 742099724-008 | $5.3B | 32,849 | $22,094 | 6y | 1 |
MMS USA HOLDINGS, INC.IL · 362677628-002 | $5.2B | 53,568 | $44,450 | 9y | 1 |
CONSTELLATION ENERGY GENERATION LLCPA · 233064219-001 | $5.0B | 17,060 | $31,948 | 2y | - |
BMO FINANCIAL CORP.IL · 510275712-001 | $5.0B | 29,464 | $39,910 | 1y | 1 |
Flag exposure
87.2%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 Mitchell & Titus, LLP.
- FIDELITY INVESTMENTS INSTITUATIONA
- FIDELITY INVESTMENTS INSTITUTION OP
- MITCHEL & TITUS, LLP
- MITCHEL AND TITUS
- MITCHELL & TITUS
- MITCHELL & TITUS LLP
- MITCHELL & TITUS, LL
- MITCHELL & TITUS, LLP
- MITCHELL AND TITUS
- MITCHELL AND TITUS LLP
- MITCHELL AND TITUS, LLP
- MITCHELL TITUS
- MITCHELL TITUS LLP
- MITCHELL&TITUS
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 Mitchell & Titus, 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 | 7.69% | 7.76% | -0.07 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 | 1 | 2.56% | 0.14% | +2.43 pp |
| Corrective distributions | 8 | 20.51% | 1.76% | +18.75 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 Mitchell & Titus, 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 Mitchell & Titus, 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 |
|---|---|---|
| WTW | 16 | 41.0% |
| Aon | 13 | 33.3% |
| Bloomberg LP | 6 | 15.4% |
| Mercer | 6 | 15.4% |
| Albourne America | 5 | 12.8% |
| Caissa LLC | 5 | 12.8% |
| eVestment Alliance | 5 | 12.8% |
| Fiducient Advisors | 4 | 10.3% |
| Hartland & Co. | 4 | 10.3% |
| PIMCO | 4 | 10.3% |
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).