Parametric Portfolio Associates
advisor49 known aliases resolved via the canonical alias map
Market position · 2024
Plans served98Rank #210 of mapped providers
Assets under administration$153.6B0.2%Market share · rank #90
Fees received$15MMedian $95,637/planSum across Schedule C direct + indirect
Net wins YoY+018 won · 18 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 Parametric Portfolio Associates plan look like?
Service mix · median fees per plan
Count of plans where Parametric Portfolio Associates ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Soft dollars commissions; Investment management; Investment management fees paid directly by planCode 28 | 75 | $100,273 | |
Investment advisory (plan); Investment management; Investment management fees paid directly by planCode 27 | 7 | $19,162 | |
Investment management fees paid indirectly by plan; Investment management fees paid directly by planCode 51 | 7 | $111,485 | |
Direct payment from the plan; Consulting (general)Code 16 | 3 | $14,629 | |
Investment advisory (participants); Investment managementCode 26 | 2 | $155,465 | |
Direct payment from the plan; Investment management; Investment management fees paid directly by plan; Plan AdministratorCode 14 | 1 | $99,137 | |
Investment management; Investment management fees paid directly by plan; Custodial (securities)Code 19 | 1 | $417,762 | |
Direct payment from the plan; Investment management fees paid directly by planCode 50 | 1 | $172,001 |
Competitor overlap
Percent of Parametric Portfolio Associates'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 Parametric Portfolio Associates.
| Sponsor | From | Assets |
|---|---|---|
SUTTER HEALTHCA · 942788907-333 | Capital Bank & Trust Company | $6.2B |
UNITED AIRLINES, INC.TX · 742099724-010 | BNY Mellon | $3.5B |
BD OF TRUSTEES-LEGACY PLAN OF THE NATIONAL RETIREMENT FUNDNY · 136130178-001 | Life Status 360 | $1.9B |
CLARIOS, LLCWI · 391684871-016 | Foley & Lardner LLP | $248M |
UNITED AIRLINES, INC.TX · 742099724-011 | WTW | $231M |
BOARD OF TRUSTEES CENTRAL ILLINOIS CARPENTERS RETIREMENT SAVINGS FUNDIL · 371234126-001 | CICH & WTF | $230M |
ALLIANT ENERGY CORPORATE SERVICES INCWI · 391914946-001 | NEPC LLC | $226M |
BOARD OF TRUSTEES OF HAWAII IRON WORKERS PENSION TRUST FUNDHI · 996025105-001 | Lemke, Chinen & Tanaka, CPA, Inc. | $171M |
SAMFORD UNIVERSITYAL · 630312914-004 | ALSTON & BIRD LLP | $170M |
PITCAIRN COMPANYPA · 231209830-002 | Harding Loevner | $37M |
Plans lost in 2024
Appeared last year under Parametric Portfolio Associates; not this year.
| Sponsor | To | Assets |
|---|---|---|
NATIONAL ELEVATOR INDUSTRY PENSION PLAN PLAN BOARD OF TRUSTEESPA · 232694291-001 | Zelis Payment Holdings LLC | $10.4B |
JOINT BOARD OF TRUSTEES OPERATING ENGINEERS LOCAL 324MI · 381900637-001 | Benefit Street Partners LLC | $1.6B |
MUFG BANK, LTD.NY · 135611741-016 | Morgan Stanley | $1.1B |
HORMEL FOODS CORPORATIONMN · 410319970-001 | Curcio Webb, LLC | $880M |
AUTOMOTIVE MACHINISTS PENSION TRUSTWA · 916123687-001 | ULLICO Inc | $803M |
BATTELLE MEMORIAL INSTITUTEOH · 314379427-006 | Townsend Holdings LLC | $769M |
INTL PAINTERS & ALLIED TRADES IND. PENSION FUND-MD · 526073909-002 | Verus Advisors, Inc. | $622M |
ITG BRANDS, LLCNC · 942994213-004 | Elliott Investment Management LP | $437M |
HORMEL FOODS CORPORATIONMN · 410319970-002 | Curcio Webb, LLC | $297M |
SULLIVAN & CROMWELL LLPNY · 135420320-001 | Marquette Associates | $112M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
NATIONAL ELEVATOR INDUSTRY PENSION PLAN PLAN BOARD OF TRUSTEESPA · 232694291-001 | $12.2B | 54,107 | $114,034 | 9y | 1 |
FIRSTENERGY CORP.OH · 341843785-001 | $6.5B | 38,934 | $855,720 | 7y | - |
SUTTER HEALTHCA · 942788907-333 | $6.2B | 66,154 | $53,846 | 1y | - |
BOARD OF TRUSTEES SCREEN ACTORS GUILD - PRODUCERSCA · 952110997-001 | $5.3B | 67,988 | $233,079 | 8y | - |
BD OF TRUSTEES, CHICAGO & VICINITY LABORERS' DISTR. COUNCIL PENS FUNDIL · 362514514-002 | $5.2B | 30,331 | $133,636 | 10y | - |
TRUSTEES OF I.B. OF T. UNION LOCAL 710 PENSION FUNDIL · 362377656-001 | $4.5B | 21,566 | $529,446 | 6y | - |
INTL PAINTERS & ALLIED TRADES IND. PENSION FUND- BOARD OF TRUSTEESMD · 526073909-001 | $4.5B | 95,494 | $244,742 | 8y | - |
RETIREMENT BOARD OF BERT BELL/PETE ROZELLE NFL PLAYER RETIREMENT PLANMD · 136043636-001 | $4.0B | 15,591 | $197,976 | 6y | - |
BOARD OF TRUSTEES, WESTERN UNITE HERE AND EMPLOYERSCA · 934160766-001 | $3.7B | 154,012 | $147,733 | 1y | - |
OHIO OPERATING ENGINEERS PENSION PLANOH · 316129968-001 | $3.6B | 19,523 | $612,265 | 9y | - |
Flag exposure
90.8%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 (49)
Raw Schedule C names collapsed into Parametric Portfolio Associates.
- GAVIN DE BECKER & ASSOCIATES
- GAVIN/SOLMONESE LLC
- GAYLORD LOVELL
- GB WEALTH MANAGEMENT GROUP
- GBA
- GBA RETIREMENT SERVICES
- GBA RETIREMENT SERVICES, INC.
- GBACO
- GBADAMOSI, GRACE
- GBDC & ASSOCIATES XIX
- GBE
- GBH CPAS
- PARAMATRIC
- PARAMATRIC PORTFOLIO ASSOCIATE
- PARAMETIC PORTFOLIO ASSOCIATES
- PARAMETIRC PORTFOLIO ASSOCIATES
- PARAMETRIC
- PARAMETRIC ASSOCIATES LLC
- PARAMETRIC EM EQUITY
- PARAMETRIC GROUP
- PARAMETRIC INTERNATIONAL
- PARAMETRIC PORTFOLALBOURNE PARTNERS
- PARAMETRIC PORTFOLIO
- PARAMETRIC PORTFOLIO ASSC.
- PARAMETRIC PORTFOLIO ASSC. (THE CLI
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 Parametric Portfolio Associates'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 | 1.02% | 7.76% | -6.74 pp |
| Fidelity bond gap | 1 | 1.02% | 26.94% | -25.92 pp |
| Late contributions | 2 | 2.04% | 1.71% | +0.33 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 | 1 | 1.02% | 0.00% | +1.02 pp |
New-plan formation share
Share of plans filing for the first time each year that landed with Parametric Portfolio Associates. 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 Parametric Portfolio Associates'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 |
|---|---|---|
| Cavanagh & O'Hara LLP | 5 | 5.1% |
| Reinhart Boerner Van Deuren S.C. | 5 | 5.1% |
| Seyfarth Shaw LLP | 5 | 5.1% |
| Groom Law Group, Chartered | 4 | 4.1% |
| Hammond & Shinners PC | 3 | 3.1% |
| McCracken Stemerman & Holsberry LLP | 3 | 3.1% |
| Morgan Lewis & Bockius LLP | 3 | 3.1% |
| Neyhart Anderson Flynn & Grosboll | 3 | 3.1% |
| Barlow Coughran Morales & Josephson | 2 | 2.0% |
| Baum Sigman Auerbach & Neuman, Ltd. | 2 | 2.0% |
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).