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HEWITT ASSOCIATES LLC

61 known aliases resolved via the canonical alias map

Market position · 2024

Plans served19-3 YoYRank #803 of mapped providers
Assets under administration$21.6B0.0%Market share · rank #601
Fees received$4MMedian $131,838/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 HEWITT ASSOCIATES LLC plan look like?
Service mix · median fees per plan
Count of plans where HEWITT ASSOCIATES LLC ships each service code, and the median compensation they report under it.
ServicePlansMedian feesDistribution
Direct payment from the plan; ActuarialCode 11
6$279,067
Investment management; Direct payment from the planCode 28
5$29,739
Consulting (general)Code 16
3$173,550
Consulting fees; Consulting (pension); Investment advisory (plan)Code 17
2$817,572
Direct payment from the plan; Recordkeeping and information management (computing, tabulating, data processing, etc.)Code 15
1$131,838
Investment advisory (plan)Code 27
1$11,269
Distribution (12b-1) fees; Finders' fees / placement fees; Securities brokerageCode 33
1$77,750
Competitor overlap
Percent of HEWITT ASSOCIATES LLC'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 HEWITT ASSOCIATES LLC.
SponsorFromAssets
THE UNIVERSITY OF CHICAGOIL · 362177139-007
TIAA$1.9B
AVERY DENNISON CORPORATIONOH · 951492269-004
LATHAM & WATKINS LLP$1.4B
THE UNIVERSITY OF CHICAGOIL · 362177139-002
EARNEST PARTNERS, LLC$1.3B
TRUSTEES OF TUFTS COLLEGEMA · 042103634-002
AON CONSULTING$1.0B
Plans lost in 2024
Appeared last year under HEWITT ASSOCIATES LLC; not this year.
SponsorToAssets
BLUE CROSS BLUE SHIELD OF MICHIGANMI · 382069753-001
FIDELITY INVESTMENTS INSTITUTIONAL$914M
BLUE CROSS BLUE SHIELD OF MICHIGANMI · 382069753-002
FIDELITY INVESTMENTS INSTITUTIONAL$669M
BROWN-FORMAN CORPORATIONKY · 610143150-002
AON CONSULTING$499M
BROWN-FORMAN CORPORATIONKY · 610143150-009
AON CONSULTING$51M
BROWN-FORMAN CORPORATIONKY · 610143150-001
AON CONSULTING$39M
BROWN-FORMAN CORPORATIONKY · 610143150-003
AON CONSULTING$18M
TOMY INTERNATIONAL, INC.IL · 510305290-009
JOHN HANCOCK LIFE INSURANCE COMPANY$14M
Top plans by assets
Searchable full list lands with the commercial layer.
PlanAssetsParticipantsFeesTenureFlags
KIMBERLY-CLARK CORPORATIONWI · 390394230-016
$5.0B17,038$77,75010y-
THE UNIVERSITY OF CHICAGOIL · 362177139-001
$3.8B10,931$29,73910y-
PACCAR INCWA · 910351110-001
$2.7B18,129$131,83810y-
THE UNIVERSITY OF CHICAGOIL · 362177139-007
$1.9B13,359$13,7919y-
AVERY DENNISON CORPORATIONOH · 951492269-004
$1.4B8,877$74,7751y1
THE UNIVERSITY OF CHICAGOIL · 362177139-002
$1.3B18,531$6,0005y-
RYDER SYSTEM, INC.GA · 590739250-001
$1.2B12,667$291,73210y-
TRUSTEES OF TUFTS COLLEGEMA · 042103634-002
$1.0B10,062$74,1556y-
DUQUESNE LIGHT COMPANYPA · 250451600-001
$895M3,892$173,55010y-
AUTO CLUB INSURANCE ASSOCIATIONMI · 380477270-333
$493M3,483$317,4318y-
Flag exposure
94.7%Market: 89.2%
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 (61)
Raw Schedule C names collapsed into HEWITT ASSOCIATES LLC.
  • AEON HEWITT INVESTMENT CONSULTING
  • AOH HEWITT
  • AONE HEWITT INVESTMENT CONSULTING,
  • AONHEWITT
  • AONHEWITT (RECORD KEEPING) FEES
  • AONHEWITT ASSOCIATES
  • AONHEWITT ASSOCIATES LLC
  • AONHEWITT ASSOCIATES LLC.
  • AONHEWITT CONSULTING, INC.
  • AONHEWITT INVESTMENT
  • AONHEWITT INVESTMENT CONSULTANT INC
  • AONHEWITTINVESTMENTCONSULTINGINC
  • CLARK SHAEFER HEWITT
  • HEWITT
  • HEWITT & ASSOC.
  • HEWITT & ASSOCIATES LLC
  • HEWITT ASSET MANAGEMENT
  • HEWITT ASSOC
  • HEWITT ASSOC LLC
  • HEWITT ASSOCAITES LLC
  • HEWITT ASSOCIATE
  • HEWITT ASSOCIATE LLC
  • HEWITT ASSOCIATES
  • HEWITT ASSOCIATES - PENS MGMT
  • HEWITT ASSOCIATES CARIBE INC
Book composition by plan size
Bars stack to total plans served; segments use the same asset cutoffs as the /retirement 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 HEWITT ASSOCIATES LLC's book against the same flag's overall prevalence across all filings. Negative delta = under-indexed (cleaner book); positive = elevated risk surface.
FlagPlans flaggedProvider %Market %Delta
Recently terminated00.00%7.76%-7.76 pp
Fidelity bond gap00.00%26.94%-26.94 pp
Late contributions00.00%1.71%-1.71 pp
Failed to provide benefit00.00%0.14%-0.14 pp
Corrective distributions15.26%1.76%+3.50 pp
Loss discovered00.00%0.00%-0.00 pp
New-plan formation share
Share of plans filing for the first time each year that landed with HEWITT ASSOCIATES LLC. Compare to the incumbent market share (0.0%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.0 pp vs incumbent
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