PRICEWATERHOUSECOOPERS LLP
73 known aliases resolved via the canonical alias map
Market position · 2024
Plans served187-3 YoYRank #122 of mapped providers
Assets under administration$483.1B0.5%Market share · rank #25
Fees received$17MMedian $59,100/planSum across Schedule C direct + indirect
Net wins YoY+151 won · 50 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 PRICEWATERHOUSECOOPERS LLP plan look like?
Service mix · median fees per plan
Count of plans where PRICEWATERHOUSECOOPERS LLP ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Other fees; Accounting (including auditing)Code 10 | 135 | $59,100 | |
Direct payment from the plan; Recordkeeping and information management (computing, tabulating, data processing, etc.); ActuarialCode 11 | 27 | $112,500 | |
Direct payment from the plan; Consulting (general)Code 16 | 12 | $18,934 | |
Direct payment from the plan; Recordkeeping and information management (computing, tabulating, data processing, etc.)Code 15 | 3 | $50,000 | |
Investment advisory (plan); Direct payment from the planCode 27 | 3 | $19,013 | |
Direct payment from the plan; Contract AdministratorCode 13 | 2 | $96,050 | |
Recordkeeping feesCode 64 | 2 | $44,858 | |
Consulting feesCode 70 | 2 | $10,551 |
Competitor overlap
Percent of PRICEWATERHOUSECOOPERS 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 PRICEWATERHOUSECOOPERS LLP.
| Sponsor | From | Assets |
|---|---|---|
MEDTRONIC, INC.MN · 410793183-005 | BAKER TILLY US, LLP | $12.9B |
BOARD OF TRUSTEES OF THE UPS/IBT FULL-TIME PENSION PLANGA · 266150755-001 | LSEG US HOLDCO INC | $12.2B |
MASS GENERAL BRIGHAM INCORPORATEDMA · 043230035-499 | ALIGHT SOLUTIONS LLC | $10.3B |
SHELL USA, INC.TX · 131299890-001 | METLIFE LIFE INSURANCE COMPANY | $9.7B |
UNITED PARCEL SERVICE OF AMERICA, INC.GA · 951732075-022 | LSEG US HOLDCO INC | $9.3B |
AMERICAN INTERNATIONAL GROUP, INC.NY · 132592361-002 | VULCAN VALUE PARTNERS | $3.1B |
MARS, INCORPORATEDNJ · 221594774-008 | FIDELITY INVESTMENTS INSTITUTIONAL | $2.6B |
PRESIDENT & FELLOWS OF HARVARD COLLEGE HARVARD HUMAN RESOURCES, BENEFIMA · 042103580-002 | TIAA | $2.4B |
NATIONAL GRID USA SERVICE COMPANY, INC.NY · 041663150-003 | ARROWSTREET CAPITAL | $2.0B |
DREXEL UNIVERSITYPA · 231352630-103 | TIAA | $1.8B |
Plans lost in 2024
Appeared last year under PRICEWATERHOUSECOOPERS LLP; not this year.
| Sponsor | To | Assets |
|---|---|---|
INTERNATIONAL BUSINESS MACHINES CORPORATIONNY · 130871985-005 | DODGE & COX | $57.4B |
INTERNATIONAL BUSINESS MACHINES CORPORATIONNY · 130871985-001 | NORTHERN TRUST COMPANY | $25.0B |
CITIGROUP INC.CT · 521568099-004 | ACADIAN ASSET MANAGEMENT LLC | $20.7B |
BANK OF AMERICA CORPORATIONRI · 560906609-001 | CONNOR, CLARK & LUNN INV. MGMT. | $19.2B |
QUALCOMM INCORPORATEDCA · 953685934-001 | DLA PIPER | $8.1B |
COX ENTERPRISES, INC.GA · 581035149-001 | T ROWE PRICE RPS INC | $7.4B |
CORTEVA AGRISCIENCE, LLCDE · 351781118-002 | ASSOCIATES INTERNATIONAL | $6.8B |
PARAMOUNT GLOBALNY · 042949533-002 | FINANCIAL ENGINES | $6.1B |
BOT OF THE NORTH ATLANTIC STATES CARPENTERS GUARANTEED ANNUITY FUNDMA · 042776873-001 | VICTORY | $3.7B |
CBRE SERVICES, INC.TX · 521616016-001 | GOLDMAN SACHS | $3.7B |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
RTX CORPORATIONCT · 060570975-041 | $41.6B | 281,638 | $391,793 | 2y | 1 |
STATE FARM MUTUAL AUTOMOBILE INSURANCE COMPANYIL · 370533100-001 | $37.7B | 114,467 | $127,861 | 4y | 1 |
FEDEX CORPORATIONTN · 621721435-002 | $26.9B | 213,710 | $103,996 | 10y | - |
CISCO SYSTEMS,INC.CA · 770059951-001 | $22.7B | 72,556 | $93,000 | 10y | 1 |
UNITED PARCEL SERVICE OF AMERICA, INC.GA · 951732075-001 | $21.2B | 144,570 | $187,526 | 1y | - |
CATERPILLAR INC.TX · 370602744-035 | $18.8B | 60,357 | $138,509 | 10y | - |
DELL INC.TX · 742487834-001 | $14.7B | 58,607 | $165,000 | 6y | 1 |
MEDTRONIC, INC.MN · 410793183-005 | $13.7B | 55,692 | $187,500 | 2y | 1 |
THE GOLDMAN SACHS GROUP, INC.NY · 134019460-001 | $12.8B | 49,526 | $206,032 | 7y | - |
BOARD OF TRUSTEES OF THE UPS/IBT FULL-TIME PENSION PLANGA · 266150755-001 | $12.2B | 102,332 | $160,017 | 1y | - |
Flag exposure
91.4%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 (73)
Raw Schedule C names collapsed into PRICEWATERHOUSECOOPERS LLP.
- A. PRICE, J. GIFT, P. MELNICK
- PRICE KONG & CO., CPA'S
- PRICE KONG & CO., CPA'S PA
- PRICE KUBECKA
- PRICE WATER HOUSE CO
- PRICE WATER HOUSE COOPERS LLC
- PRICE WATER HOUSE COOPERS LLP
- PRICE WATERHOUSE COMPANY
- PRICE WATERHOUSE COO
- PRICE WATERHOUSE COOPER LLP
- PRICE WATERHOUSE COOPERS
- PRICE WATERHOUSE COOPERS LLC
- PRICE WATERHOUSE COOPERS LLP
- PRICE WATERHOUSE COOPERS, LLC
- PRICE WATERHOUSE COOPERS, LLP
- PRICE WATERHOUSECOOPERS
- PRICE WATERHOUSECOOPERS LLP
- PRICE, JOHN G.
- PRICE, KONG & COMPANIES CPAS, P.A.
- PRICEWATER COOPERS LLP
- PRICEWATERCOOPERS LLP
- PRICEWATERHOSECOOPERS
- PRICEWATERHOSUECOOPERS
- PRICEWATERHOUCECOOPER LLP
- PRICEWATERHOUSE COOPERS
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 PRICEWATERHOUSECOOPERS 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 | 5 | 2.67% | 7.76% | -5.09 pp |
| Fidelity bond gap | 2 | 1.07% | 26.94% | -25.87 pp |
| Late contributions | 9 | 4.81% | 1.71% | +3.10 pp |
| Failed to provide benefit | 11 | 5.88% | 0.14% | +5.74 pp |
| Corrective distributions | 36 | 19.25% | 1.76% | +17.49 pp |
| Loss discovered | 1 | 0.53% | 0.00% | +0.53 pp |
New-plan formation share
Share of plans filing for the first time each year that landed with PRICEWATERHOUSECOOPERS LLP. Compare to the incumbent market share (0.3%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.3 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).