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COMMITTEE ON INVESTMENT OF EMPLOYEE

3 known aliases resolved via the canonical alias map

Market position · 2024

Plans served4+1 YoYRank #2606 of mapped providers
Assets under administration$21.1B0.0%Market share · rank #614
Fees received$29,038Median $7,496/planSum across Schedule C direct + indirect
Net wins YoY+12 won · 1 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 COMMITTEE ON INVESTMENT OF EMPLOYEE plan look like?
Service mix · median fees per plan
Count of plans where COMMITTEE ON INVESTMENT OF EMPLOYEE ships each service code, and the median compensation they report under it.
ServicePlansMedian feesDistribution
Consulting (general); Direct payment from the planCode 16
2$7,496
Employee (plan)Code 30
2$7,024
Competitor overlap
Percent of COMMITTEE ON INVESTMENT OF EMPLOYEE'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 COMMITTEE ON INVESTMENT OF EMPLOYEE.
SponsorFromAssets
XEROX CORPORATIONCT · 160468020-334
VOYA RETIREMENT INSURANCE & ANNUITY$4.0B
XEROX CORPORATIONCT · 160468020-335
DELOITTE & TOUCHE LLP$1.5B
Plans lost in 2024
Appeared last year under COMMITTEE ON INVESTMENT OF EMPLOYEE; not this year.
SponsorToAssets
EASTMAN KODAK COMPANYNY · 160417150-001
MORGAN STANLEY SMITH BARNEY$3.5B
Top plans by assets
Searchable full list lands with the commercial layer.
PlanAssetsParticipantsFeesTenureFlags
3M COMPANYMN · 410417775-002
$8.9B25,001$7,3012y-
PEPSICO, INC.NY · 131584302-004
$6.8B55,326$7,6903y-
XEROX CORPORATIONCT · 160468020-334
$4.0B20,394$8,3701y-
XEROX CORPORATIONCT · 160468020-335
$1.5B13,527$5,6771y-
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 (3)
Raw Schedule C names collapsed into COMMITTEE ON INVESTMENT OF EMPLOYEE.
  • COMMITTEE OF INVESTMENT OF EMPLOYEE
  • COMMITTEE ON INVESTMENT OF
  • COMMITTEE ON INVESTMENT OF EMPLOYEE
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 COMMITTEE ON INVESTMENT OF EMPLOYEE'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 distributions00.00%1.76%-1.76 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 COMMITTEE ON INVESTMENT OF EMPLOYEE. 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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