CBIZ RETIREMENT PLAN SERVICES
305 known aliases resolved via the canonical alias map
Market position · 2024
Plans served742+38 YoYRank #43 of mapped providers
Assets under administration$211.7B0.2%Market share · rank #69
Fees received$33MMedian $25,941/planSum across Schedule C direct + indirect
Net wins YoY+39175 won · 136 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 CBIZ RETIREMENT PLAN SERVICES plan look like?
Service mix · median fees per plan
Count of plans where CBIZ RETIREMENT PLAN SERVICES ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Recordkeeping and information management (computing, tabulating, data processing, etc.); Accounting (including auditing)Code 10 | 239 | $22,317 | |
Other fees; Investment advisory (plan); Participant loan processing; Direct payment from the planCode 27 | 164 | $35,643 | |
Recordkeeping fees; Consulting (pension); Participant communication; Actuarial; Direct payment from the plan; Recordkeeping and information management (computing, tabulating, data processing, etc.); Consulting feesCode 11 | 76 | $58,063 | |
Recordkeeping and information management (computing, tabulating, data processing, etc.); Contract AdministratorCode 13 | 68 | $10,844 | |
Other services; Other feesCode 49 | 68 | $6,050 | |
Other feesCode 99 | 55 | $14,787 | |
Other fees; Investment advisory (participants)Code 26 | 42 | $16,304 | |
Other fees; Consulting (general); Participant loan processing; Direct payment from the planCode 16 | 35 | $29,188 |
Competitor overlap
Percent of CBIZ RETIREMENT PLAN SERVICES'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 CBIZ RETIREMENT PLAN SERVICES.
| Sponsor | From | Assets |
|---|---|---|
MARRIOTT INTERNATIONAL, INC.MD · 522055918-004 | MAYER HOFFMAN MCCANN P.C. | $11.7B |
GENERAL MILLS, INC.MN · 410274440-006 | CIEBA | $3.7B |
EMORY HEALTHCARE, INC.GA · 582137993-002 | CANNON FINANCIAL STRATEGISTS, INC. | $2.8B |
OLD REPUBLIC INTERNATIONAL CORP.IL · 362678171-002 | MAYER HOFFMAN MCCANN P.C. | $2.1B |
REYNOLDS AMERICAN INC.NC · 200546644-001 | MAYER HOFFMAN MCCANN P.C. | $2.0B |
J.R. SIMPLOT COMPANYID · 820196611-004 | MAYER HOFFMAN MCCANN P.C. | $1.6B |
LIFESPAN CORPORATION, DBA BROWN UNIVERSITY HEALTHRI · 222861978-005 | FID INV INST OPS CO | $1.2B |
SPIRIT AIRLINES, INC.FL · 381747023-002 | CHARLES SCHWAB & CO., INC. | $1.2B |
EVERGY, INC.MO · 822733395-001 | MAYER HOFFMAN MCCANN P.C. | $1.2B |
INFOR (US), INC.GA · 203469219-001 | WINDHAM BRANNON | $1.1B |
Plans lost in 2024
Appeared last year under CBIZ RETIREMENT PLAN SERVICES; not this year.
| Sponsor | To | Assets |
|---|---|---|
RTX CORPORATIONCT · 060570975-041 | ALIGHT SOLUTIONS LLC | $43.8B |
COADVANTAGE CORPORATIONFL · 273007025-333 | RAYMOND JAMES FINANCIAL SERVICES | $1.0B |
THE CHILDRENS MERCY HOSPITALMO · 440605373-002 | TIAA | $969M |
SRI INTERNATIONALCA · 941160950-004 | MULTNOMAH GROUP | $731M |
SHRINERS HOSPITALS FOR CHILDRENFL · 362193608-002 | TRANSAMERICA RETIREMENT SOLUTIONS | $688M |
JOINT PENSION FUND OF LOCAL UNION NO 102 IBEW BOARD OF TRUSTEESNJ · 221615726-001 | KEYSTONE 74 BENEFITS & ADMIN. LLC | $672M |
THE CHILDREN'S MERCY HOSPITALMO · 440605373-004 | TIAA | $503M |
PSCU INCORPORATEDFL · 591743434-001 | PRICEWATERHOUSECOOPERS LLP | $262M |
ERIN ROJASMA · 043548552-001 | FIDELITY INVESTMENTS INSTITUTIONAL | $223M |
THE TALBOTS LLCMA · 411111318-003 | KNITWELL INTERMEDIATE INC DBA THE T | $219M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
SOUTHWEST AIRLINES CO.TX · 741563240-004 | $17.0B | 85,685 | $67,400 | 2y | 1 |
MARRIOTT INTERNATIONAL, INC.MD · 522055918-004 | $11.7B | 152,118 | $25,500 | 1y | 1 |
THE CLEVELAND CLINIC FOUNDATIONOH · 340714585-002 | $9.2B | 86,817 | $31,212 | 2y | 1 |
NEW ENGLAND TEAMSTERS PENSION FUNDMA · 046372430-001 | $9.1B | 71,331 | $311,300 | 7y | - |
TRINET HR III, INC.CA · 481304650-334 | $8.7B | 238,170 | $36,500 | 2y | 2 |
SCIENCE APPLICATIONS INTERNATIONAL CORPORATIONVA · 306419427-001 | $5.4B | 32,258 | $23,760 | 2y | 1 |
GEORGIA-PACIFIC LLCGA · 930432081-018 | $4.7B | 22,298 | $24,985 | 2y | 1 |
KOCH COMPANIES, LLCKS · 992447784-002 | $4.3B | 18,027 | $23,149 | 2y | 1 |
AMERICAN AIRLINES, INC. - RETIREMENTTX · 131502798-006 | $4.3B | 35,547 | $27,075 | 3y | - |
GENERAL MILLS, INC.MN · 410274440-006 | $3.7B | 22,179 | $15,000 | 4y | - |
Flag exposure
85.3%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 (305)
Raw Schedule C names collapsed into CBIZ RETIREMENT PLAN SERVICES.
- CBI HOLDINGS, L.P.
- CBI VALUATION GROUP, LLC
- CBIZ
- CBIZ & MAYER HOFFMAN MCANN
- CBIZ & MAYER HOFFMAN MCCANN CPAS
- CBIZ & MAYER HOFFMAN MCCANN, P.C.
- CBIZ - INR
- CBIZ - MAYER HOFFMANN MCCANN
- CBIZ A, INC.
- CBIZ ACC TAX & ADVISORY OF OHIO LLC
- CBIZ ACCOUNTING AND TAX ADVISO
- CBIZ ACCOUNTING TAX & ADVISORY
- CBIZ ACCOUNTING TAX & ADVISORY OF C
- CBIZ ACCOUNTING TAX & ADVISORY OF W
- CBIZ ACCOUNTING TAX&ADVISORY OF WA
- CBIZ ACCOUNTING, TAX
- CBIZ ACI
- CBIZ ACTUARIAL & BENEFIT CONS
- CBIZ ACTUARIAL & BENEFIT CONSULTANT
- CBIZ ACTUARIAL & BENEFIT SERVICES
- CBIZ ADVISORS
- CBIZ ADVISORS LLC - GOLDEN STATE
- CBIZ ADVISORS, LLC
- CBIZ ADVISORY GROUP, LLC
- CBIZ ADVISORY SERVICES
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 CBIZ RETIREMENT PLAN SERVICES'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 | 30 | 4.04% | 7.76% | -3.72 pp |
| Fidelity bond gap | 6 | 0.81% | 26.94% | -26.13 pp |
| Late contributions | 145 | 19.54% | 1.71% | +17.83 pp |
| Failed to provide benefit | 11 | 1.48% | 0.14% | +1.34 pp |
| Corrective distributions | 169 | 22.78% | 1.76% | +21.02 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 CBIZ RETIREMENT PLAN SERVICES. Compare to the incumbent market share (1.1%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-1.1 pp vs incumbent
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).