O'Connor Davies LLP
auditor10 known aliases resolved via the canonical alias map
Market position · 2024
Plans served9-3 YoYRank #1674 of mapped providers
Assets under administration$2.2B0.0%Market share · rank #2830
Fees received$290,671Median $30,000/planSum across Schedule C direct + indirect
Net wins YoY-34 won · 7 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 O'Connor Davies LLP plan look like?
Service mix · median fees per plan
Count of plans where O'Connor Davies LLP ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Accounting (including auditing); Direct payment from the planCode 10 | 6 | $35,311 | |
Recordkeeping fees; Consulting fees; Consulting (pension); Recordkeeping and information management (computing, tabulating, data processing, etc.); Direct payment from the planCode 15 | 3 | $20,600 |
Competitor overlap
Percent of O'Connor Davies 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 O'Connor Davies LLP.
| Sponsor | From | Assets |
|---|---|---|
FACTSET RESEARCH SYSTEMS INC.CT · 133362547-004 | Strategic Advisers | $863M |
COLLEGE BOARDNY · 131623965-003 | CAPTRUST | $599M |
SHARP ELECTRONICS CORPORATIONNJ · 131968872-003 | PKF O'Connor Davies | $473M |
ACORDA THERAPEUTICS, INC.NY · 133831168-001 | Empower | $0 |
Plans lost in 2024
Appeared last year under O'Connor Davies LLP; not this year.
| Sponsor | To | Assets |
|---|---|---|
MANHATTAN COLLEGENY · 131740468-001 | Sentinel Pension Advisors | $271M |
CLEARESULT CONSULTING INC.TX · 721572984-001 | NFP | $153M |
CONTINENTAL GRAIN COMPANYNY · 360947870-013 | PKF O'Connor Davies | $104M |
SHARP ELECTRONICS CORPORATIONNJ · 131968872-001 | Sun Life Capital Management | $87M |
COENTERPRISE, LLCNY · 320323129-001 | UBS Financial Services | $9M |
LAFRANCE BROTHERS, INC.MA · 042187931-002 | PKF O'Connor Davies | $8M |
CHESTNUT RIDGE TRANSPORT., INC.NY · 133082718-001 | ADP | $8M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
FACTSET RESEARCH SYSTEMS INC.CT · 133362547-004 | $863M | 4,030 | $43,000 | 4y | 1 |
COLLEGE BOARDNY · 131623965-003 | $599M | 2,392 | $38,430 | 3y | - |
SHARP ELECTRONICS CORPORATIONNJ · 131968872-003 | $473M | 2,647 | $14,500 | 3y | - |
BOARD OF TRUSTEES TILE LAYERS UNION LOCAL NO. 52 NY PENSION FUNDNY · 135635004-001 | $165M | 1,823 | $77,200 | 10y | - |
SAINT ANNS SCHOOLNY · 112606681-001 | $97M | 630 | $27,250 | 3y | - |
ERVING INDUSTRIES, INC.MA · 041291330-005 | $22M | 204 | $20,600 | 3y | 1 |
EDUCATIONAL BUS TRANSPORTATION,NY · 111976948-001 | $14M | 1,576 | $7,500 | 6y | - |
NAVIKA CAPITAL GROUP, LLCNY · 202969882-001 | $4M | 2,505 | $30,000 | 3y | 2 |
ACORDA THERAPEUTICS, INC.NY · 133831168-001 | $0 | 0 | $32,191 | 1y | 1 |
Flag exposure
77.8%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 (10)
Raw Schedule C names collapsed into O'Connor Davies LLP.
- O'CONNOR DAVIES
- O'CONNOR DAVIES LLP
- O'CONNOR DAVIES MUNNS & DOBBINS LLP
- O'CONNOR DAVIES, LLC
- O'CONNOR DAVIES, LLP
- O'CONNOR DAVIS, LLP
- OCONNOR DAVIES
- OCONNOR DAVIES LLP
- OCONNOR DAVIES,
- OCONNOR DAVIS 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 O'Connor Davies 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 | 11.11% | 7.76% | +3.35 pp |
| Fidelity bond gap | 1 | 11.11% | 26.94% | -15.83 pp |
| Late contributions | 2 | 22.22% | 1.71% | +20.51 pp |
| Failed to provide benefit | 0 | 0.00% | 0.14% | -0.14 pp |
| Corrective distributions | 1 | 11.11% | 1.76% | +9.35 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 O'Connor Davies 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 O'Connor Davies 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 |
|---|---|---|
| The Angell Pension Group Inc. | 1 | 11.1% |
| Boyd Watterson Asset Management LLC | 1 | 11.1% |
| Cadence Capital | 1 | 11.1% |
| CAPTRUST | 1 | 11.1% |
| Crescent Capital Group LP | 1 | 11.1% |
| Daniel H. Cook Associates Inc. | 1 | 11.1% |
| EQUITABLE ADVISORS | 1 | 11.1% |
| PLANPILOT LLC | 1 | 11.1% |
| The Segal Group Inc. | 1 | 11.1% |
| Strategic Advisers | 1 | 11.1% |