ERNST & YOUNG LLP
53 known aliases resolved via the canonical alias map
Market position · 2024
Plans served197-4 YoYRank #111 of mapped providers
Assets under administration$460.3B0.5%Market share · rank #27
Fees received$13MMedian $49,000/planSum across Schedule C direct + indirect
Net wins YoY+628 won · 22 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 ERNST & YOUNG LLP plan look like?
Service mix · median fees per plan
Count of plans where ERNST & YOUNG LLP ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Direct payment from the plan; Actuarial; Consulting (pension); Accounting (including auditing)Code 10 | 176 | $48,750 | |
Other feesCode 99 | 5 | $42,450 | |
Actuarial; Direct payment from the planCode 11 | 3 | $71,796 | |
Consulting (general); Direct payment from the planCode 16 | 2 | $35,450 | |
Consulting (pension)Code 17 | 2 | $42,050 | |
Other services; Direct payment from the planCode 49 | 2 | $86,667 | |
Other fees; Direct payment from the planCode 50 | 2 | $12,938 | |
Trustee (individual); Direct payment from the planCode 20 | 1 | $10,800 |
Competitor overlap
Percent of ERNST & YOUNG LLP'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 ERNST & YOUNG LLP.
| Sponsor | From | Assets |
|---|---|---|
CVS HEALTH CORPORATIONRI · 050494040-017 | SAPIENCE INVESTMENTS | $30.1B |
AMEREN CORPORATIONMO · 431723446-005 | SANDERSON ASSET MANAGEMENT | $4.8B |
INTERMOUNTAIN HEALTH CARE, INC.UT · 870269232-001 | H.I.G. CAPITAL, LLC | $3.4B |
THE NEW YORK AND PRESBYTERIAN HOSPITALNY · 133957095-009 | BUCK GLOBAL, LLC | $2.5B |
NORTON HEALTHCARE, INC.KY · 611028725-002 | PRINCIPAL LIFE INSURANCE COMPANY | $2.3B |
TRIUMPH AEROSTRUCTURES, LLCPA · 510347963-101 | BUCK GLOBAL, LLC | $1.2B |
CSLB HOLDINGS INC.PA · 800120293-001 | FIDELITY INVESTMENTS INSTITUTIONAL | $1.2B |
POLARIS INDUSTRIES INC.MN · 411857431-001 | LPL FINANCIAL | $1.1B |
TRANSOCEAN INTERNATIONAL LIMITED · 660582307-002 | AON CONSULTING | $839M |
BETH ISRAEL LAHEY HEALTH, INC.MA · 832671600-001 | FIDELITY INVESTMENTS INSTITUTIONAL | $688M |
Plans lost in 2024
Appeared last year under ERNST & YOUNG LLP; not this year.
| Sponsor | To | Assets |
|---|---|---|
CORTEVA AGRISCIENCE, LLCDE · 351781118-002 | ASSOCIATES INTERNATIONAL | $6.8B |
MASSACHUSETTS INSTITUTE OF TECHNOLOGYMA · 042103594-002 | WILLIS TOWERS WATSON US LLC | $5.4B |
APTIV CORPORATIONMI · 270791190-002 | FIDELITY INVESTMENTS INSTITUTIONAL | $1.5B |
INTERGRAPH CORPORATIONAL · 630573222-002 | CHARLES SCHWAB & CO., INC. | $1.5B |
ZACHRY HOLDINGS, INC.TX · 261256814-004 | STRATEGIC ADVISORS, INC. | $928M |
UNIVERSITY OF MARYLAND MEDICAL SYSTEM CORPORATIONMD · 521362793-004 | GREAT-WEST LIFE & ANNUITY INSURANCE | $733M |
SCRIPPS HEALTHCA · 951684089-003 | E&Y | $630M |
UNIVERSITY OF MARYLAND MEDICAL SYSTEM CORPORATIONMD · 521362793-001 | GREAT-WEST LIFE & ANNUITY INSURANCE | $475M |
IOWA FARM BUREAU FEDERATION AND AFFILIATED COMPANIESIA · 420331840-004 | LUTZ & COMPANY, PC | $441M |
APTIV CORPORATIONMI · 270791190-004 | FIDELITY INVESTMENTS INSTITUTIONAL | $292M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
CVS HEALTH CORPORATIONRI · 050494040-017 | $30.1B | 385,927 | $106,400 | 1y | 1 |
NORTHROP GRUMMAN CORPORATIONVA · 800640649-030 | $18.8B | 104,566 | $18,351 | 8y | - |
CONSOLIDATED EDISON COMPANY OF NEW YORK, INC.NY · 135009340-001 | $15.6B | 26,696 | $78,316 | 10y | - |
ELI LILLY AND COMPANYIN · 350470950-002 | $13.1B | 31,411 | $94,348 | 10y | - |
MAYO CLINICMN · 416011702-001 | $11.8B | 93,747 | $272,660 | 8y | - |
ELI LILLY AND COMPANYIN · 350470950-001 | $11.8B | 49,943 | $80,480 | 10y | - |
SHELL USA, INC.TX · 131299890-002 | $11.5B | 24,265 | $163,000 | 8y | 1 |
NORTHWELL HEALTH, INC.NY · 113418133-003 | $10.9B | 65,962 | $68,950 | 7y | - |
EIDP, INC.DE · 510014090-001 | $10.4B | 66,338 | $9,225 | 2y | - |
HP INC.TX · 941081436-004 | $10.3B | 36,268 | $142,800 | 10y | 2 |
Flag exposure
92.4%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 (53)
Raw Schedule C names collapsed into ERNST & YOUNG LLP.
- ENRST & YOUNG, LLP
- ENY
- ERMST & YOUNG
- ERMST & YOUNG LLP
- ERNEST & YOUNG LLP
- ERNEST & YOUNG US LLP
- ERNEST AND YOUND
- ERNEST AND YOUNG
- ERNEST AND YOUNG LLC
- ERNEST L SMITH JR
- ERNEST PARTNERS
- ERNEST SOEHL
- ERNNST & YOUNG LLP
- ERNST
- ERNST & YOUNG
- ERNST & YOUNG AUDIT FEES
- ERNST & YOUNG FBO M & T
- ERNST & YOUNG FBO M&T
- ERNST & YOUNG LLC
- ERNST & YOUNG LLP
- ERNST & YOUNG LLP PITTSBG NTNL BNK
- ERNST & YOUNG LLP PNC BANK CO EY US
- ERNST & YOUNG LLP.
- ERNST & YOUNG LP
- ERNST & YOUNG TAX CONSULTING FEES
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 ERNST & YOUNG LLP'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 | 0.51% | 7.76% | -7.25 pp |
| Fidelity bond gap | 0 | 0.00% | 26.94% | -26.94 pp |
| Late contributions | 16 | 8.12% | 1.71% | +6.41 pp |
| Failed to provide benefit | 7 | 3.55% | 0.14% | +3.41 pp |
| Corrective distributions | 40 | 20.30% | 1.76% | +18.55 pp |
| Loss discovered | 1 | 0.51% | 0.00% | +0.50 pp |
New-plan formation share
Share of plans filing for the first time each year that landed with ERNST & YOUNG LLP. Compare to the incumbent market share (0.3%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.3 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).