PlanOptica
Pricing
Sign inCreate account
  1. Providers/
  2. MCCARTER & ENGLISH
All providers

MCCARTER & ENGLISH

7 known aliases resolved via the canonical alias map

Market position · 2024

Plans served4-2 YoYRank #2450 of mapped providers
Assets under administration$4.2B0.0%Market share · rank #2106
Fees received$177,415Median $10,059/planSum across Schedule C direct + indirect
Net wins YoY-21 won · 3 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 MCCARTER & ENGLISH plan look like?
Service mix · median fees per plan
Count of plans where MCCARTER & ENGLISH ships each service code, and the median compensation they report under it.
ServicePlansMedian feesDistribution
Legal; Direct payment from the planCode 29
3$8,673
Direct payment from the plan; Other servicesCode 49
1$154,137
Competitor overlap
Percent of MCCARTER & ENGLISH'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 MCCARTER & ENGLISH.
SponsorFromAssets
FRONTIER COMMUNICATIONS PARENT, INC.CT · 862359749-001
ARIEL INVESTMENTS, LLC$2.4B
Plans lost in 2024
Appeared last year under MCCARTER & ENGLISH; not this year.
SponsorToAssets
CYTEC INDUSTRIES INC.NJ · 223268660-002
AON CONSULTING$969M
WHITE & CASE LLPNY · 135605970-006
PRICEWATERHOUSECOOPERS LLP$204M
CUMMINGS & LOCKWOOD LLCCT · 060312590-002
CUMMINGS, KEEGAN & CO., P.L.L.P.$90M
Top plans by assets
Searchable full list lands with the commercial layer.
PlanAssetsParticipantsFeesTenureFlags
FRONTIER COMMUNICATIONS PARENT, INC.CT · 862359749-001
$2.4B20,329$154,1371y-
EDUCATIONAL TESTING SERVICENJ · 210634479-002
$982M7,041$11,44510y2
EDUCATIONAL TESTING SERVICENJ · 210634479-001
$593M7,715$8,6737y-
BABCOCK POWER INC.MA · 043719625-002
$225M1,877$3,1604y1
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 (7)
Raw Schedule C names collapsed into MCCARTER & ENGLISH.
  • MCCARTER & ENGLISH
  • MCCARTER & ENGLISH LLP
  • MCCARTER & ENGLISH, LLP
  • MCCARTER AND ENGLISH
  • MCCARTER AND ENGLISH LLP
  • MCCARTER ENGLISH
  • MCCARTER ENGLISH 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 MCCARTER & ENGLISH'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 contributions125.00%1.71%+23.29 pp
Failed to provide benefit00.00%0.14%-0.14 pp
Corrective distributions250.00%1.76%+48.24 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 MCCARTER & ENGLISH. Compare to the incumbent market share (0.0%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.0 pp vs incumbent
PlanOptica

Plan research for advisors and brokers. Every retirement and welfare filing, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Documentation
  • Filter catalog
  • Plan-page guide
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica