MANNING & NAPIER
38 known aliases resolved via the canonical alias map
Market position · 2024
Plans served72-9 YoYRank #268 of mapped providers
Assets under administration$27.8B0.0%Market share · rank #492
Fees received$11MMedian $75,818/planSum across Schedule C direct + indirect
Net wins YoY-81 won · 9 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 MANNING & NAPIER plan look like?
Service mix · median fees per plan
Count of plans where MANNING & NAPIER ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Shareholder servicing fees; Investment managementCode 28 | 46 | $73,999 | |
Investment management; Investment advisory (plan); Investment management fees paid directly by planCode 27 | 10 | $49,447 | |
Soft dollars commissions; Securities brokerage commissions and fees; Investment management fees paid directly by plan; Other investment fees and expensesCode 51 | 5 | $74,995 | |
Direct payment from the plan; Investment management fees paid directly by planCode 50 | 3 | $89,945 | |
Trustee (bank, trust company, or similar financial institution)Code 21 | 2 | $153,879 | |
Investment management; Consulting (general); Investment management fees paid directly by planCode 16 | 1 | $76,641 | |
Trustee (individual); Trustee (bank, trust company, or similar financial institution)Code 20 | 1 | $272,932 | |
Securities brokerage commissions and fees; Trustee (directed); Investment management fees paid directly by plan; Soft dollars commissions; Other investment fees and expensesCode 25 | 1 | $90,647 |
Competitor overlap
Percent of MANNING & NAPIER'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 MANNING & NAPIER.
| Sponsor | From | Assets |
|---|---|---|
DVSPORT, INC.PA · 030490922-001 | (new plan) | $8M |
Plans lost in 2024
Appeared last year under MANNING & NAPIER; not this year.
| Sponsor | To | Assets |
|---|---|---|
BOARD OF TRUSTEES LOCAL 580 ANNUITY FUNDNY · 136178512-001 | INSIGHT NORTH AMERICA LLC | $703M |
BOARD OF TRUSTEES OF IRON WORKERS ST. LOUIS DISTRICT COUNCIL ANNUITYMO · 431267550-004 | GREAT-WEST LIFE & ANNUITY INSURANCE | $302M |
IRONWORKERS LOCAL 549-550 PENSION PLANWV · 556027928-001 | QUANTITATIVE MANAGEMENT ASSOCIATES | $182M |
BOT BRICKLAYERS & ALLIED CRAFTWORKERS,L 2, ALBANY,NY PENS FDNY · 146075802-001 | OCIO MONITOR | $120M |
JOINT BOARD OF TRUSTS-BRICKLAYERS & ALLIED CRAFTWORKERS LO3 NY ROCH PENY · 166019479-001 | MORGAN STANLEY SMITH BARNEY | $75M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
JOINT BOARD OF TRUSTEES, BAKERY & CONFECTIONERY UNION & INDUSTRYMD · 526118572-001 | $6.6B | 99,660 | $580,990 | 10y | - |
BOARD OF TRUSTEES H&GL LOCAL UNIONS 472 & 172 OF NJ PENSION FUNDNJ · 226032103-001 | $1.8B | 14,241 | $272,882 | 10y | - |
AUTOMATIC DATA PROCESSING, INC.NJ · 221467904-001 | $1.8B | 40,486 | $2M | 10y | - |
ARNOLD & PORTER KAYE SCHOLER LLPDC · 530208605-001 | $1.6B | 3,061 | $39,651 | 10y | 2 |
BD OF TRUSTEES HEAVY & GENERAL LABORERS' OF NJ ANNUITY FUNDNJ · 222331070-001 | $1.6B | 14,981 | $231,130 | 10y | - |
BOARD OF TRUSTEES IRON WORKERS LOCALS 40, 361 & 417 ANNUITY FUNDNY · 237299279-001 | $1.2B | 4,715 | $511,087 | 9y | - |
BOARD OF TRUSTEES LOCAL 580 PENSION FUNDNY · 136178514-001 | $953M | 3,282 | $203,759 | 10y | - |
BD OF TR OPER ENG CONS. INDUSTRY MISCELLANEOUS PENSION FUNDPA · 256135579-001 | $846M | 10,156 | $76,844 | 10y | - |
BOARD OF TRUSTEES,IBEW LOCAL UNION NO 5 & WESTERN PA CHAPTER NECAPA · 256032108-001 | $823M | 4,769 | $371,448 | 10y | - |
BOARD OF TRUSTEES IRON WORKERS LOCALS 40, 361 & 417 PENSION FUNDNY · 516102576-001 | $729M | 4,795 | $161,761 | 9y | - |
Flag exposure
97.2%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 (38)
Raw Schedule C names collapsed into MANNING & NAPIER.
- CLOSED MANNING & NAPIER WORLD
- MANNING % NAPIER
- MANNING & NAPIER
- MANNING & NAPIER ADVIORS, LLC
- MANNING & NAPIER ADVIOSRS LLC
- MANNING & NAPIER ADVISOR LLC
- MANNING & NAPIER ADVISORS
- MANNING & NAPIER ADVISORS INC
- MANNING & NAPIER ADVISORS INC.
- MANNING & NAPIER ADVISORS LLC
- MANNING & NAPIER ADVISORS, INC
- MANNING & NAPIER ADVISORS, INC.
- MANNING & NAPIER ADVISORS, LLC
- MANNING & NAPIER ADVISORS, LLC.
- MANNING & NAPIER ADVISORS, LP
- MANNING & NAPIER ADVISORS,INC.
- MANNING & NAPIER ADVISORS,LLC
- MANNING & NAPIER ADVISORY
- MANNING & NAPIER ADVISORY, LLC
- MANNING & NAPIER GROUP LLC
- MANNING & NAPIER LLC
- MANNING & NAPIER OVERSEAS FD
- MANNING & NAPIERD
- MANNING & NAPPIER ADVISORS, LLC
- MANNING & NAPPIER ADVISORS, 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 MANNING & NAPIER'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 | 5 | 6.94% | 1.71% | +5.23 pp |
| Failed to provide benefit | 0 | 0.00% | 0.14% | -0.14 pp |
| Corrective distributions | 2 | 2.78% | 1.76% | +1.02 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 MANNING & NAPIER. 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).