KPMG LLP
19 known aliases resolved via the canonical alias map
Market position · 2024
Plans served92-9 YoYRank #211 of mapped providers
Assets under administration$258.8B0.3%Market share · rank #50
Fees received$7MMedian $56,689/planSum across Schedule C direct + indirect
Net wins YoY-811 won · 19 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 KPMG LLP plan look like?
Service mix · median fees per plan
Count of plans where KPMG LLP ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Other fees; Other services; Direct payment from the plan; Accounting (including auditing)Code 10 | 79 | $57,079 | |
Other feesCode 99 | 3 | $111,400 | |
LegalCode 29 | 2 | $68,333 | |
Other services; Direct payment from the planCode 49 | 2 | $179,240 | |
Other fees; Direct payment from the planCode 50 | 2 | $42,050 | |
Consulting (general)Code 16 | 1 | $30,900 | |
Direct payment from the plan; Consulting (pension)Code 17 | 1 | $15,000 | |
Consulting feesCode 70 | 1 | $10,000 |
Competitor overlap
Percent of KPMG 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 KPMG LLP.
| Sponsor | From | Assets |
|---|---|---|
INTERNATIONAL BUSINESS MACHINES CORPORATIONNY · 130871985-001 | PRICEWATERHOUSECOOPERS LLP | $17.9B |
TRUSTEES OF UFCW INT'L UNION - INDUSTRY PENSION FUNDIL · 516055922-001 | AMERICAN REALTY ADVISORS | $8.0B |
SIDLEY AUSTIN LLPIL · 364474078-100 | CONNECTUS WEALTH LLC | $1.9B |
AMICA MUTUAL INSURANCE COMPANYRI · 050348344-001 | GLC DIRECT CREDIT FUND LP | $1.7B |
OWENS & MINOR, INC.VA · 541701843-002 | STRATEGIC ADVISORS, INC. | $994M |
BOMBARDIER AEROSPACE (HOLDINGS) USA INC.KS · 475222722-008 | MORNEAU SHEPELL | $498M |
OSRAM SYLVANIA INC.NH · 043349012-002 | SSBT | $487M |
WINDSTREAM SERVICES, LLCAR · 852049794-001 | RVK, INC. | $438M |
ITG BRANDS, LLCNC · 942994213-004 | DELOITTE & TOUCHE LLP | $331M |
OSRAM SYLVANIA INC.NH · 043349012-001 | SSBT | $210M |
Plans lost in 2024
Appeared last year under KPMG LLP; not this year.
| Sponsor | To | Assets |
|---|---|---|
NORTHROP GRUMMAN CORPORATIONVA · 800640649-030 | JTK GROUP LLC | $19.1B |
WELLS FARGO & COMPANYCA · 410449260-001 | PGIM INVESTMENTS | $8.8B |
SUTTER HEALTHCA · 942788907-333 | BAILLIE GIFFORD OVERSEAS LTD | $5.9B |
VERIZON COMMUNICATIONS INC.NJ · 232259884-004 | ALTERNATIVESOFT AG | $3.2B |
BECTON DICKINSON AND COMPANYNJ · 220760120-004 | ALIGHT SOLUTIONS LLC | $1.5B |
CITGO PETROLEUM CORPORATIONTX · 731173881-004 | ALIGHT SOLUTIONS LLC | $818M |
PACE UNIVERSITYNY · 135562314-001 | TIAA | $815M |
CITGO PETROLEUM CORPORATIONTX · 731173881-002 | ALIGHT SOLUTIONS LLC | $507M |
UNITED JEWISH APPEAL-FEDERATION OF JEWISH PHILANTHROPIES OF NYNY · 510172429-333 | MILLIMAN, INC. | $506M |
LAMAR MEDIA CORP.LA · 721205791-001 | T ROWE PRICE RPS INC | $461M |
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 | $10,873 | 10y | - |
CITIGROUP INC.CT · 521568099-004 | $23.2B | 121,279 | $313,189 | 10y | 1 |
INTERNATIONAL BUSINESS MACHINES CORPORATIONNY · 130871985-001 | $17.9B | 144,666 | $6,300 | 1y | - |
BOARD OF TRUSTEES OF 1199SEIU HEALTH CARE EMPLOYEES PENSION FUNDNY · 133604862-001 | $16.9B | 296,800 | $607,328 | 8y | - |
THE GOLDMAN SACHS GROUP, INC.NY · 134019460-001 | $12.8B | 49,526 | $12,407 | 10y | - |
GENERAL DYNAMICS CORPORATIONVA · 131673581-069 | $12.4B | 68,452 | $247,470 | 8y | 2 |
CARGILL, INCORPORATEDMN · 410177680-015 | $8.9B | 43,508 | $111,400 | 4y | 1 |
3M COMPANYMN · 410417775-002 | $8.9B | 25,001 | $327,279 | 3y | - |
TRUSTEES OF UFCW INT'L UNION - INDUSTRY PENSION FUNDIL · 516055922-001 | $8.2B | 204,155 | $7,525 | 2y | - |
GENERAL DYNAMICS CORPORATIONVA · 131673581-068 | $7.9B | 45,227 | $181,845 | 8y | 1 |
Flag exposure
91.3%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 (19)
Raw Schedule C names collapsed into KPMG LLP.
- KMPG
- KMPG LLP
- KMPG, LLP
- KPMG
- KPMG (CHINA)
- KPMG CHINA
- KPMG LIMITED
- KPMG LLC
- KPMG LLP
- KPMG LLP-DEPT 0922
- KPMG PEAT MARWICK
- KPMG PEAT MARWICK LLP
- KPMG TAIWAN
- KPMG US LLP
- KPMG, LLC
- KPMG, LLC.
- KPMG, LLP
- KPMG,LLP
- KPMG. LLP
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 KPMG 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 | 2 | 2.17% | 7.76% | -5.59 pp |
| Fidelity bond gap | 0 | 0.00% | 26.94% | -26.94 pp |
| Late contributions | 13 | 14.13% | 1.71% | +12.42 pp |
| Failed to provide benefit | 3 | 3.26% | 0.14% | +3.12 pp |
| Corrective distributions | 20 | 21.74% | 1.76% | +19.98 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 KPMG LLP. 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).