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MERATIVE US LP

2 known aliases resolved via the canonical alias map

Market position · 2024

Plans served2-1 YoYRank #4478 of mapped providers
Assets under administration$22.8B0.0%Market share · rank #579
Fees received$130,785Median $65,393/planSum across Schedule C direct + indirect
Net wins YoY-10 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 MERATIVE US LP plan look like?
Service mix · median fees per plan
Count of plans where MERATIVE US LP ships each service code, and the median compensation they report under it.
ServicePlansMedian feesDistribution
Recordkeeping and information management (computing, tabulating, data processing, etc.); Direct payment from the planCode 15
2$65,393
Competitor overlap
Percent of MERATIVE US LP'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 MERATIVE US LP.
SponsorFromAssets
Plans lost in 2024
Appeared last year under MERATIVE US LP; not this year.
SponsorToAssets
NORTHROP GRUMMAN CORPORATIONVA · 800640649-007
FIDELITY INVESTMENTS INSTITUTIONAL$8.5B
Top plans by assets
Searchable full list lands with the commercial layer.
PlanAssetsParticipantsFeesTenureFlags
NORTHROP GRUMMAN CORPORATIONVA · 800640649-030
$18.8B104,566$10,4573y-
NOKIA OF AMERICA CORPORATIONNJ · 223408857-002
$4.0B15,169$120,3283y-
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 (2)
Raw Schedule C names collapsed into MERATIVE US LP.
  • MERATIVE
  • MERATIVE US LP
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 MERATIVE US LP'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 MERATIVE US LP. 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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