CERITY PARTNERS
23 known aliases resolved via the canonical alias map
Market position · 2024
Plans served93+18 YoYRank #209 of mapped providers
Assets under administration$71.6B0.1%Market share · rank #204
Fees received$5MMedian $31,622/planSum across Schedule C direct + indirect
Net wins YoY+1930 won · 11 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 CERITY PARTNERS plan look like?
Service mix · median fees per plan
Count of plans where CERITY PARTNERS ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Investment management fees paid directly by plan; Investment advisory (plan)Code 27 | 35 | $36,000 | |
Investment advisory (plan); Investment advisory (participants); Direct payment from the planCode 26 | 30 | $22,199 | |
Investment management; Other feesCode 28 | 8 | $43,368 | |
Consulting (general); Insurance servicesCode 16 | 6 | $27,811 | |
Participant communication; Other investment fees and expenses; Direct payment from the plan; Investment advisory (participants); Consulting (pension); Consulting fees; Named fiduciary; Investment advisory (plan)Code 17 | 5 | $78,879 | |
Other feesCode 99 | 4 | $18,739 | |
Investment management fees paid directly by planCode 51 | 2 | $80,162 | |
Securities brokerage; Securities brokerage commissions and feesCode 33 | 1 | $16,720 |
Competitor overlap
Percent of CERITY PARTNERS'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 CERITY PARTNERS.
| Sponsor | From | Assets |
|---|---|---|
SOUTHERN CALIFORNIA PERMANENTE MEDICAL GROUPCA · 951750445-008 | ALPHA CUBED INVESTMENTS LLC | $7.9B |
KIRKLAND & ELLIS LLPIL · 361326630-003 | THE VANGUARD GROUP, INC. | $2.7B |
FOLEY & LARDNER LLPWI · 390473800-007 | FIDUCIENT ADVISORS LLC | $1.5B |
EVERSHEDS SUTHERLAND (US) LLPDC · 580619407-001 | TD AMERITRADE, INC. | $438M |
GALDERMA SERVICES, INC.TX · 751714673-001 | THE VANGUARD GROUP, INC. | $424M |
PAGE SOUTHERLAND PAGE, INCTX · 464258046-002 | BONADIO & CO., LLP | $242M |
BUCHALTER, A PROFESSIONAL CORPORATIONCA · 952640846-002 | MERRILL LYNCH PIERCE FENNER & SMITH | $209M |
SUNSET AVIATION, LLC DBA SOLAIRUS AVIATIONCA · 800319107-001 | BURLESON AND COMPANY LLC | $184M |
THE FINWAY GROUPIA · 421468222-010 | (new plan) | $146M |
ISMIE MUTUAL INSURANCE COMPANYIL · 362883612-001 | HPM PARTNERS | $111M |
Plans lost in 2024
Appeared last year under CERITY PARTNERS; not this year.
| Sponsor | To | Assets |
|---|---|---|
THE HORTON GROUP, INC.IL · 363672171-001 | EPIC RETIREMENT PLAN SERVICES | $48M |
GOLDEN EMPIRE MORTGAGE, INC.CA · 770158990-001 | HPM PARTNERS | $20M |
CONTINENTAL WEB PRESS, INC.IL · 362756889-001 | (new plan) | $11M |
WESTERN CONCRETE PUMPING, INC.CA · 954076060-001 | ADP BROKER-DEALER | $9M |
CRANE CARRIER COMPANYOH · 730942104-002 | OCTOBER THREE CONSULTING LLC | $8M |
ELLIOTT/DRINKWARD CONSTRUCTION, INC.CA · 330375898-001 | (new plan) | $5M |
EQUINE NETWORK LLCNM · 320089097-001 | EPIC RETIREMENT PLAN SERVICES | $4M |
REDWOOD OIL COMPANY, INC.CA · 940495782-004 | (new plan) | $3M |
THE BABY FOLDIL · 370673453-001 | (new plan) | $2M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
UNITED AIRLINES, INC.IL · 742099724-202 | $16.8B | 20,168 | $85,503 | 2y | 1 |
THE CHARLES SCHWAB CORPORATIONTX · 943025021-002 | $8.9B | 43,502 | $23,590 | 3y | 1 |
SOUTHERN CALIFORNIA PERMANENTE MEDICAL GROUPCA · 951750445-008 | $7.9B | 12,335 | $16,082 | 1y | 1 |
HUMANA INC.KY · 610647538-002 | $7.7B | 61,001 | $32,783 | 2y | 1 |
JETBLUE AIRWAYS CORPORATIONNY · 870617894-001 | $5.4B | 27,448 | $14,158 | 3y | 1 |
LATHAM & WATKINS LLPCA · 952018373-001 | $3.1B | 8,106 | $20,808 | 2y | 1 |
KIRKLAND & ELLIS LLPIL · 361326630-003 | $2.7B | 9,265 | $7,841 | 1y | 1 |
NETJETS AVIATION, INC.OH · 310682096-001 | $2.5B | 4,530 | $26,803 | 7y | 1 |
SIDLEY AUSTIN LLPIL · 364474078-100 | $1.9B | 6,029 | $48,980 | 2y | 1 |
FOLEY & LARDNER LLPWI · 390473800-007 | $1.7B | 3,511 | $6,347 | 2y | 1 |
Flag exposure
91.4%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 (23)
Raw Schedule C names collapsed into CERITY PARTNERS.
- CERITY
- CERITY PAERTNERS, LLC
- CERITY PARTNERS
- CERITY PARTNERS ADVISORS LLC
- CERITY PARTNERS LLC
- CERITY PARTNERS MANAGEMENT
- CERITY PARTNERS MANAGEMENT LLC
- CERITY PARTNERS RET PLAN ADVISORS
- CERITY PARTNERS RET PLAN ADVRS LLC
- CERITY PARTNERS RET PLAN ADVS LLC
- CERITY PARTNERS RET SVCS
- CERITY PARTNERS RETIREME
- CERITY PARTNERS RETIREMENT
- CERITY PARTNERS RETIREMENT ADVISORS
- CERITY PARTNERS RETIREMENT PLA
- CERITY PARTNERS RETIREMENT SERVI
- CERITY PARTNERS RETIREMENT SERVICE
- CERITY PARTNERS RETIREMENT SERVICES
- CERITY PARTNERS RETIREMENT SVCS
- CERITY PARTNERS RPA LLC
- CERITY PARTNERS RS
- CERITY PARTNERS, LLC
- CERITY PARTNERS, LLC.
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 CERITY PARTNERS'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 | 1.08% | 7.76% | -6.69 pp |
| Fidelity bond gap | 1 | 1.08% | 26.94% | -25.87 pp |
| Late contributions | 14 | 15.05% | 1.71% | +13.34 pp |
| Failed to provide benefit | 1 | 1.08% | 0.14% | +0.94 pp |
| Corrective distributions | 31 | 33.33% | 1.76% | +31.57 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 CERITY PARTNERS. Compare to the incumbent market share (0.1%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.1 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).