PARAMETRIC PORTFOLIO ASSOCIATES LLC
48 known aliases resolved via the canonical alias map
Market position · 2024
Plans served106-1 YoYRank #191 of mapped providers
Assets under administration$198.7B0.2%Market share · rank #78
Fees received$17MMedian $99,569/planSum across Schedule C direct + indirect
Net wins YoY-217 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 PARAMETRIC PORTFOLIO ASSOCIATES LLC plan look like?
Service mix · median fees per plan
Count of plans where PARAMETRIC PORTFOLIO ASSOCIATES LLC ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Soft dollars commissions; Investment management; Investment management fees paid directly by planCode 28 | 86 | $100,137 | |
Investment management fees paid directly by plan; Investment management fees paid indirectly by planCode 51 | 9 | $68,549 | |
Investment management; Investment advisory (plan)Code 27 | 6 | $62,813 | |
Plan Administrator; Investment management; Direct payment from the plan; Investment management fees paid directly by planCode 14 | 1 | $99,137 | |
Investment management fees paid directly by plan; Custodial (securities); Investment managementCode 19 | 1 | $417,762 | |
Investment advisory (plan); Investment advisory (participants); Direct payment from the planCode 26 | 1 | $302,923 | |
Investment management fees paid directly by plan; Direct payment from the planCode 50 | 1 | $172,001 | |
Investment management fees paid indirectly by planCode 52 | 1 | $0 |
Competitor overlap
Percent of PARAMETRIC PORTFOLIO ASSOCIATES LLC'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 PARAMETRIC PORTFOLIO ASSOCIATES LLC.
| Sponsor | From | Assets |
|---|---|---|
SUTTER HEALTHCA · 942788907-333 | KPMG LLP | $6.2B |
UNITED AIRLINES, INC.TX · 742099724-010 | THE BANK OF NEW YORK MELLON | $3.5B |
TRUSTEES OF CARPENTERS BENEFIT PLANS OF ST. LOUISMO · 431622970-001 | SCOUT INVESTMENTS, INC. | $3.3B |
BD OF TRUSTEES-LEGACY PLAN OF THE NATIONAL RETIREMENT FUNDNY · 136130178-001 | LIFESTATUS360, LLC | $1.9B |
UNITED FURNITURE WORKERS PENSION FUND ATN · 135511877-001 | SERIA BEAN | $250M |
CLARIOS, LLCWI · 391684871-016 | FOLEY & LARDNER LLP | $248M |
UNITED AIRLINES, INC.TX · 742099724-011 | WILLIS TOWERS WATSON US LLC | $231M |
BOARD OF TRUSTEES CENTRAL ILLINOIS CARPENTERS RETIREMENT SAVINGS FUNDIL · 371234126-001 | SUSTAINABLE GROWTH ADVISORS | $230M |
SAMFORD UNIVERSITYAL · 630312914-004 | ALSTON & BIRD LLP | $170M |
PITCAIRN COMPANYPA · 231209830-002 | HARDING LOEVNER LP | $37M |
Plans lost in 2024
Appeared last year under PARAMETRIC PORTFOLIO ASSOCIATES LLC; not this year.
| Sponsor | To | Assets |
|---|---|---|
NATIONAL ELEVATOR INDUSTRY PENSION PLAN PLAN BOARD OF TRUSTEESPA · 232694291-001 | ZELIS RED CARD | $10.4B |
JOINT BOARD OF TRUSTEES OPERATING ENGINEERS LOCAL 324MI · 381900637-001 | BENEFIT STREET PARTNERS SENIOR SECU | $1.6B |
MUFG BANK, LTD.NY · 135611741-016 | MORGAN STANLEY SMITH BARNEY | $1.1B |
HORMEL FOODS CORPORATIONMN · 410319970-001 | CURCIO WEBB | $880M |
AUTOMOTIVE MACHINISTS PENSION TRUSTWA · 916123687-001 | ULLICO | $803M |
BATTELLE MEMORIAL INSTITUTEOH · 314379427-006 | THE TOWNSEND GROUP | $769M |
INTL PAINTERS & ALLIED TRADES IND. PENSION FUND-MD · 526073909-002 | VERUS | $622M |
ITG BRANDS, LLCNC · 942994213-004 | JP MORGAN INVESTMENT MANAGEMENT INC | $437M |
HORMEL FOODS CORPORATIONMN · 410319970-002 | CURCIO WEBB | $297M |
SULLIVAN & CROMWELL LLPNY · 135420320-001 | MARQUETTE ASSOCIATES | $112M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
TRUSTEES OF THE NATIONAL ELECTRICAL BENEFIT FUNDMD · 530181657-001 | $20.4B | 693,723 | $63,120 | 9y | - |
NATIONAL ELEVATOR INDUSTRY PENSION PLAN PLAN BOARD OF TRUSTEESPA · 232694291-001 | $12.2B | 54,107 | $114,034 | 9y | 1 |
BOARD OF TRUSTEES BOILERMAKER-BLACKSMITH NATIONALMO · 486168020-001 | $7.5B | 80,280 | $1M | 10y | - |
JOINT BOARD OF TRUSTEES, BAKERY & CONFECTIONERY UNION & INDUSTRYMD · 526118572-001 | $6.6B | 99,660 | $118,629 | 10y | - |
FIRSTENERGY CORP.OH · 341843785-001 | $6.5B | 38,934 | $855,720 | 7y | - |
SUTTER HEALTHCA · 942788907-333 | $6.2B | 66,154 | $53,846 | 1y | - |
BOARD OF TRUSTEES SCREEN ACTORS GUILD - PRODUCERSCA · 952110997-001 | $5.3B | 67,988 | $233,079 | 8y | - |
BD OF TRUSTEES, CHICAGO & VICINITY LABORERS' DISTR. COUNCIL PENS FUNDIL · 362514514-002 | $5.2B | 30,331 | $133,636 | 10y | - |
TRUSTEES OF I.B. OF T. UNION LOCAL 710 PENSION FUNDIL · 362377656-001 | $4.5B | 21,566 | $529,446 | 6y | - |
INTL PAINTERS & ALLIED TRADES IND. PENSION FUND- BOARD OF TRUSTEESMD · 526073909-001 | $4.5B | 95,494 | $244,742 | 8y | - |
Flag exposure
91.5%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 (48)
Raw Schedule C names collapsed into PARAMETRIC PORTFOLIO ASSOCIATES LLC.
- CLIFFON GROUP PARAMETRIC
- CLIFTON GROUP PARAMETRIC
- PARAMATRIC
- PARAMATRIC PORTFOLIO ASSOCIATE
- PARAMETIC PORTFOLIO ASSOCIATES
- PARAMETIRC PORTFOLIO ASSOCIATES
- PARAMETRIC
- PARAMETRIC ASSOCIATES LLC
- PARAMETRIC CLIFTON
- PARAMETRIC CLIFTON INVESTMENT MANAG
- PARAMETRIC DEFENSE EQUITY FUND LLC
- PARAMETRIC DEFENSIVE EQUITY
- PARAMETRIC DEFENSIVE EQUITY FUND
- PARAMETRIC DEFENSIVE EQUITY FUND LL
- PARAMETRIC DEFENSIVE FUND
- PARAMETRIC EM EQUITY
- PARAMETRIC GROUP
- PARAMETRIC INTERNATIONAL
- PARAMETRIC PORTFOLALBOURNE PARTNERS
- PARAMETRIC PORTFOLIO
- PARAMETRIC PORTFOLIO ASSC.
- PARAMETRIC PORTFOLIO ASSC. (THE CLI
- PARAMETRIC PORTFOLIO ASSO., LLC
- PARAMETRIC PORTFOLIO ASSOC LLC
- PARAMETRIC PORTFOLIO ASSOC, 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 PARAMETRIC PORTFOLIO ASSOCIATES LLC'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 | 2 | 1.89% | 1.71% | +0.17 pp |
| Failed to provide benefit | 0 | 0.00% | 0.14% | -0.14 pp |
| Corrective distributions | 0 | 0.00% | 1.76% | -1.76 pp |
| Loss discovered | 1 | 0.94% | 0.00% | +0.94 pp |
New-plan formation share
Share of plans filing for the first time each year that landed with PARAMETRIC PORTFOLIO ASSOCIATES LLC. Compare to the incumbent market share (0.2%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.2 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).