PKF O'Connor Davies
auditor38 known aliases resolved via the canonical alias map
Market position · 2024
Plans served96+12 YoYRank #211 of mapped providers
Assets under administration$97.9B0.1%Market share · rank #142
Fees received$3MMedian $18,875/planSum across Schedule C direct + indirect
Net wins YoY+1439 won · 25 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 PKF O'Connor Davies plan look like?
Service mix · median fees per plan
Count of plans where PKF O'Connor Davies ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Other fees; Accounting (including auditing)Code 10 | 76 | $19,500 | |
Other feesCode 99 | 7 | $14,300 | |
Consulting feesCode 70 | 4 | $19,898 | |
Consulting (general); Other feesCode 16 | 2 | $17,075 | |
Investment advisory (plan)Code 27 | 2 | $12,380 | |
Direct payment from the planCode 50 | 2 | $15,266 | |
Recordkeeping and information management (computing, tabulating, data processing, etc.); Consulting fees; Direct payment from the plan; Recordkeeping fees; Consulting (pension)Code 15 | 1 | $11,600 | |
LegalCode 29 | 1 | $62,500 |
Competitor overlap
Percent of PKF O'Connor Davies'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 PKF O'Connor Davies.
| Sponsor | From | Assets |
|---|---|---|
WPP GROUP USA, INC.NY · 204031493-001 | Bencivenga Ward & Company, CPAS, PC | $4.7B |
MONTEFIORE MEDICAL CENTERNY · 131740114-008 | MetLife | $4.3B |
U A LOCAL UNION OFFICERS & EMPLOYEES PENSION FUNDMD · 521178032-333 | Wipfli LLP | $1.3B |
WESTCHESTER MEDICAL CENTER ADVANCED PHYSICIAN SERVICES, P.CNY · 264709927-001 | Groom Law Group, Chartered | $380M |
BON SECOURS CHARITY HEALTH SYSTEM, INCNY · 912135195-002 | Empower | $324M |
HEINEKEN USA, INC.NY · 131539933-003 | CAPTRUST | $209M |
CAROUSEL INDUSTRIES OF NORTH AMERICARI · 061502254-001 | PFK O'Connor Davies | $194M |
RYE COUNTRY DAY SCHOOLNY · 131740484-001 | TIAA | $108M |
CONTINENTAL GRAIN COMPANYNY · 360947870-013 | O'Connor Davies LLP | $100M |
RIVERDALE COUNTRY SCHOOLNY · 131740483-003 | (new plan) | $77M |
Plans lost in 2024
Appeared last year under PKF O'Connor Davies; not this year.
| Sponsor | To | Assets |
|---|---|---|
MANUFACTURERS AND TRADERS TRUST CO.NY · 160538020-004 | T. Rowe Price | $4.6B |
JOINT BOARD OF TRUSTEES TEAMSTERS LOCAL 639 - EMPLOYERS PENSION TRUSTDC · 530237142-001 | F/M Investments, LLC | $1.6B |
SHARP ELECTRONICS CORPORATIONNJ · 131968872-003 | O'Connor Davies LLP | $384M |
THE NIGHTINGALE-BAMFORD SCHOOLNY · 131106710-001 | PFK O'Connor Davies | $101M |
MARYMOUNT MANHATTAN COLLEGENY · 131628206-002 | TIAA | $101M |
ADVENTHEALTH BENEFITS ADMINISTRATIVE COMMITTEEFL · 592170012-002 | Fidelity Investments | $74M |
CONTINENTAL GRAIN COMPANYNY · 360947870-017 | Vanguard | $53M |
THE SOLOMON R. GUGGENHEIM FOUNDATIONNY · 135562233-002 | Empower | $50M |
HENRY VISCARDI SCHOOLNY · 112024514-002 | Sentinel Pension Advisors | $50M |
RIPPOWAM CISQUA SCHOOLNY · 131740435-001 | PASI LLC | $33M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
NORTHROP GRUMMAN CORPORATIONVA · 800640649-011 | $39.5B | 153,905 | $5,100 | 3y | - |
NORTHROP GRUMMAN CORPORATIONVA · 800640649-030 | $18.8B | 104,566 | $92,717 | 5y | - |
NORTHROP GRUMMAN CORPORATIONVA · 800640649-007 | $8.4B | 60,528 | $63,135 | 5y | - |
WPP GROUP USA, INC.NY · 204031493-001 | $4.7B | 41,591 | $62,500 | 1y | 2 |
OMNICOM GROUP INC.NY · 131514814-004 | $4.5B | 42,833 | $144,900 | 10y | 1 |
MONTEFIORE MEDICAL CENTERNY · 131740114-008 | $4.3B | 25,425 | $43,750 | 8y | - |
BOARD OF TRUSTEES OF THE BUILDING SERVICE 32BJ SUPPLEMENTALNY · 133507075-001 | $2.6B | 122,833 | $6,033 | 1y | 1 |
NORTHROP GRUMMAN CORPORATIONVA · 800640649-041 | $2.1B | 20,435 | $65,363 | 5y | - |
THE CULTURAL INSTITUTIONS RETIREMENT SYSTEMNY · 112001170-001 | $1.7B | 24,316 | $75,000 | 10y | - |
U A LOCAL UNION OFFICERS & EMPLOYEES PENSION FUNDMD · 521178032-333 | $1.3B | 5,864 | $20,150 | 1y | - |
Flag exposure
82.3%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 (38)
Raw Schedule C names collapsed into PKF O'Connor Davies.
- GRABER POST BUILDINGS INC
- GRACE CAPITAL MANAGEMENT GROUP LLC
- GRACE COMMUNITY HEALTH CENTER INC
- GRACE GBADAMOSI
- GRACE HAMILTON & ACCOCIATES
- GRACE HAMILTON & ASSOCIATES
- GRACE KANEGAWA
- GRACE MARTINS
- GRACE MUHAMMAD
- GRACE SHAKALINSKI
- GRACIK & GRACIK, P.C.
- GRACO
- PK O'CONNOR
- PKF O CONNOR DAVIES
- PKF O' CONNOR DAVIES LLP
- PKF O' CONNOR DAVIES, LLP
- PKF O'CONNER
- PKF O'CONNER DAVIES LLP
- PKF O'CONNER DAVIES, LLP
- PKF O'CONNOR DAVIES
- PKF O'CONNOR DAVIES ADVISORY
- PKF O'CONNOR DAVIES ADVISORY, LLC
- PKF O'CONNOR DAVIES JOSEPH FARRENKO
- PKF O'CONNOR DAVIES LLP
- PKF O'CONNOR DAVIES LLP CONSULTING
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 PKF O'Connor Davies'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 | 1.04% | 7.76% | -6.72 pp |
| Fidelity bond gap | 0 | 0.00% | 26.94% | -26.94 pp |
| Late contributions | 26 | 27.08% | 1.71% | +25.37 pp |
| Failed to provide benefit | 1 | 1.04% | 0.14% | +0.90 pp |
| Corrective distributions | 15 | 15.63% | 1.76% | +13.87 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 PKF O'Connor Davies. 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 PKF O'Connor Davies'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 |
|---|---|---|
| Strategic Advisers | 9 | 9.4% |
| CAPTRUST | 6 | 6.3% |
| WTW | 6 | 6.3% |
| Bloomberg LP | 4 | 4.2% |
| Callan Associates Inc. | 4 | 4.2% |
| Chipton-Ross Inc. | 4 | 4.2% |
| Fiducient Advisors | 4 | 4.2% |
| Milliman | 4 | 4.2% |
| Morningstar Investment Management | 4 | 4.2% |
| PLANPILOT LLC | 4 | 4.2% |
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).