CEM BENCHMARKING
4 known aliases resolved via the canonical alias map
Market position · 2024
Plans served10+4 YoYRank #1279 of mapped providers
Assets under administration$103.9B0.1%Market share · rank #130
Fees received$326,992Median $31,214/planSum across Schedule C direct + indirect
Net wins YoY+44 won · 0 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 CEM BENCHMARKING plan look like?
Service mix · median fees per plan
Count of plans where CEM BENCHMARKING ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Direct payment from the plan; Consulting (general)Code 16 | 5 | $25,500 | |
Other services; Direct payment from the planCode 49 | 2 | $53,750 | |
Valuation (appraisals, etc.); Direct payment from the planCode 34 | 1 | $31,827 | |
Participant communication; Direct payment from the planCode 38 | 1 | $34,000 | |
Foreign entity (e.g., an agent or broker, bank, insurance company, etc. not operating within jurisdictional boundaries of the United States); Direct payment from the plan; Other servicesCode 40 | 1 | $37,565 |
Competitor overlap
Percent of CEM BENCHMARKING'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 CEM BENCHMARKING.
| Sponsor | From | Assets |
|---|---|---|
SHELL USA, INC.TX · 131299890-002 | J. MUSE | $11.5B |
NOKIA OF AMERICA CORPORATIONNJ · 223408857-003 | JPMORGAN INVEST HOLDINGS LLC | $9.8B |
CONSOLIDATED EDISON COMPANY OF NEW YORK, INC.NY · 135009340-004 | THE VANGUARD GROUP, INC. | $6.4B |
CORNING INCORPORATEDNY · 160393470-002 | CONDUENT HR CONSULTING, LLC | $4.1B |
Plans lost in 2024
Appeared last year under CEM BENCHMARKING; not this year.
| Sponsor | To | Assets |
|---|
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
VERIZON COMMUNICATIONS INC.NJ · 232259884-102 | $29.4B | 119,145 | $34,000 | 9y | - |
CATERPILLAR INC.TX · 370602744-035 | $18.8B | 60,357 | $31,827 | 10y | - |
ELI LILLY AND COMPANYIN · 350470950-002 | $13.1B | 31,411 | $37,565 | 9y | - |
SHELL USA, INC.TX · 131299890-002 | $11.5B | 24,265 | $40,500 | 1y | 1 |
NOKIA OF AMERICA CORPORATIONNJ · 223408857-003 | $9.8B | 24,880 | $67,000 | 1y | - |
CONSOLIDATED EDISON COMPANY OF NEW YORK, INC.NY · 135009340-004 | $6.4B | 21,431 | $25,500 | 1y | - |
TEXTRON INC.RI · 050315468-030 | $6.1B | 36,001 | $15,000 | 3y | 2 |
CORNING INCORPORATEDNY · 160393470-002 | $4.1B | 16,330 | $30,600 | 1y | 1 |
BELLSOUTH, LLCTX · 581533433-004 | $2.5B | 15,110 | $18,000 | 4y | - |
AT&T INC.TX · 431301883-004 | $2.3B | 27,558 | $27,000 | 4y | - |
Flag exposure
100.0%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 (4)
Raw Schedule C names collapsed into CEM BENCHMARKING.
- CEM
- CEM BENCHMARKING
- CEM BENCHMARKING INC
- CEM BENCHMARKING 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 CEM BENCHMARKING'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 | 0 | 0.00% | 7.76% | -7.76 pp |
| Fidelity bond gap | 0 | 0.00% | 26.94% | -26.94 pp |
| Late contributions | 1 | 10.00% | 1.71% | +8.29 pp |
| Failed to provide benefit | 0 | 0.00% | 0.14% | -0.14 pp |
| Corrective distributions | 3 | 30.00% | 1.76% | +28.24 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 CEM BENCHMARKING. Compare to the incumbent market share (0.0%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.0 pp vs incumbent