Mondrian Investment Group
advisor48 known aliases resolved via the canonical alias map
Market position · 2024
Plans served14-5 YoYRank #1137 of mapped providers
Assets under administration$20.0B0.0%Market share · rank #462
Fees received$2MMedian $59,744/planSum across Schedule C direct + indirect
Net wins YoY-42 won · 6 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 Mondrian Investment Group plan look like?
Service mix · median fees per plan
Count of plans where Mondrian Investment Group ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Investment management; Investment management fees paid directly by planCode 28 | 9 | $68,288 | |
Investment management fees paid directly by plan; Direct payment from the planCode 50 | 3 | $74,008 | |
Trustee (bank, trust company, or similar financial institution); Investment management fees paid directly by planCode 21 | 1 | $8,597 | |
Investment advisory (plan); Investment management fees paid directly by planCode 27 | 1 | $17,893 |
Competitor overlap
Percent of Mondrian Investment Group'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 Mondrian Investment Group.
| Sponsor | From | Assets |
|---|---|---|
BD OF TRUSTEES LOC. 804 & LOC. 447 MULTI-EMPLOYER RET. PLANGA · 516117726-001 | Buchbinder Tunick & Company LLP | $2.4B |
Plans lost in 2024
Appeared last year under Mondrian Investment Group; not this year.
| Sponsor | To | Assets |
|---|---|---|
WESTROCK COMPANYGA · 473335141-027 | JPMorgan Chase | $4.0B |
ERNST & YOUNG U.S. LLPNJ · 346565596-114 | Legal & General Investment Management America | $2.2B |
NATIONAL GRID USA SERVICE COMPANY, INC.NY · 041663150-003 | JPMorgan Chase | $2.1B |
MUFG BANK, LTD.NY · 135611741-016 | Morgan Stanley | $1.1B |
AVISTA CORPORATIONWA · 910462470-001 | JPMorgan Chase | $598M |
INTERNATIONAL ASSOCIATION OF SHEET METAL AIR, RAIL AND TRANSPORTATIONDC · 526061995-001 | Mooney, Green, Baker & Saidon PC | $114M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
FARMERS GROUP, INC.CA · 950725935-002 | $5.0B | 28,962 | $809,510 | 10y | - |
ERNST & YOUNG U.S. LLPNJ · 346565596-113 | $3.0B | 3,767 | $51,200 | 6y | - |
FARMERS GROUP, INC.CA · 950725935-001 | $2.6B | 26,894 | $251,614 | 3y | - |
ERNST & YOUNG U.S. LLPNJ · 346565596-001 | $2.5B | 3,902 | $80,824 | 4y | - |
ERNST & YOUNG U.S. LLPNJ · 346565596-111 | $2.4B | 46,245 | $74,008 | 4y | - |
BD OF TRUSTEES LOC. 804 & LOC. 447 MULTI-EMPLOYER RET. PLANGA · 516117726-001 | $2.4B | 12,427 | $340,550 | 1y | - |
NATIONAL GRID USA SERVICE COMPANY, INC.NY · 041663150-001 | $1.2B | 4,923 | $44,068 | 10y | - |
RICOH USA, INC.PA · 230334400-014 | $385M | 7,890 | $84,555 | 10y | - |
RICOH USA, INC.PA · 230334400-002 | $157M | 2,926 | $34,603 | 8y | - |
CARE NEW ENGLANDRI · 050490997-001 | $136M | 3,375 | $8,597 | 10y | - |
Flag exposure
92.9%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 (48)
Raw Schedule C names collapsed into Mondrian Investment Group.
- FIDELITY INVSTMS INST COMPANY, INC.
- FIDELITY INVSTMS INSTL OPPS CO,INC.
- FIDELITY INVSTMTS INST OP CO, INC.
- FIDELITY INVSTMTS INSTITUT'L OPS CO
- MONDRAIN
- MONDRAIN INVESTMENT PARTNERS
- MONDRIAN
- MONDRIAN EQUITY FUND LP
- MONDRIAN EX-US EQUITY FUND, LP
- MONDRIAN FUNDS
- MONDRIAN GLOBAL
- MONDRIAN GLOBAL ALL COUNTRIES WORLD
- MONDRIAN GLOBAL EQUITY FUND LP
- MONDRIAN INT EQUITY FUND LP
- MONDRIAN INTERNATIONAL
- MONDRIAN INTERNATIONAL PARTNERS
- MONDRIAN INTERNATIONAL SMALL CAP
- MONDRIAN INTL
- MONDRIAN INTL SMALL EQUITY FUND, LP
- MONDRIAN INV. GROUP (U.S.), INC.
- MONDRIAN INVEST. GROUP (U.S.) INC.
- MONDRIAN INVESTMENT
- MONDRIAN INVESTMENT GROUP
- MONDRIAN INVESTMENT GROUP (U.S.)
- MONDRIAN INVESTMENT GROUP (U.S.), I
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 Mondrian Investment Group'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 | 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 Mondrian Investment Group. 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 Mondrian Investment Group'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 |
|---|---|---|
| Ballard Spahr LLP | 2 | 14.3% |
| Cohen Weiss & Simon LLP | 1 | 7.1% |
| Gibson Dunn & Crutcher LLP | 1 | 7.1% |
| Proskauer Rose LLP | 1 | 7.1% |