PwC
auditor68 known aliases resolved via the canonical alias map
Market position · 2024
Plans served186-4 YoYRank #115 of mapped providers
Assets under administration$489.5B0.6%Market share · rank #21
Fees received$18MMedian $60,000/planSum across Schedule C direct + indirect
Net wins YoY+049 won · 49 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 PwC plan look like?
Service mix · median fees per plan
Count of plans where PwC ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Direct payment from the plan; Accounting (including auditing)Code 10 | 134 | $59,100 | |
Direct payment from the plan; ActuarialCode 11 | 27 | $112,500 | |
Direct payment from the plan; Consulting (general)Code 16 | 12 | $18,934 | |
Recordkeeping and information management (computing, tabulating, data processing, etc.); Direct payment from the plan; Consulting (pension); Consulting fees; Recordkeeping feesCode 15 | 3 | $50,000 | |
Investment advisory (plan); Direct payment from the planCode 27 | 3 | $19,013 | |
Contract Administrator; Direct payment from the planCode 13 | 2 | $96,050 | |
Consulting feesCode 70 | 2 | $10,551 | |
Consulting (pension)Code 17 | 1 | $33,400 |
Competitor overlap
Percent of PwC'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 PwC.
| 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 | $12.2B |
MASS GENERAL BRIGHAM INCORPORATEDMA · 043230035-499 | Alight | $10.3B |
SHELL USA, INC.TX · 131299890-001 | MetLife Investment Management | $9.7B |
UNITED PARCEL SERVICE OF AMERICA, INC.GA · 951732075-022 | LSEG | $9.3B |
AMERICAN INTERNATIONAL GROUP, INC.NY · 132592361-002 | Vulcan Value Partners LLC | $3.1B |
MARS, INCORPORATEDNJ · 221594774-008 | Fidelity Investments | $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 PwC; not this year.
| Sponsor | To | Assets |
|---|---|---|
INTERNATIONAL BUSINESS MACHINES CORPORATIONNY · 130871985-005 | Dodge & Cox | $57.4B |
INTERNATIONAL BUSINESS MACHINES CORPORATIONNY · 130871985-001 | Northern Trust | $25.0B |
CITIGROUP INC.CT · 521568099-004 | Acadian Asset Management | $20.7B |
BANK OF AMERICA CORPORATIONRI · 560906609-001 | Connor, Clark & Lunn Investment | $19.2B |
QUALCOMM INCORPORATEDCA · 953685934-001 | DLA Piper | $8.1B |
COX ENTERPRISES, INC.GA · 581035149-001 | T. Rowe Price | $7.4B |
CORTEVA AGRISCIENCE, LLCDE · 351781118-002 | Bredhoff & Kaiser PLLC | $6.8B |
PARAMOUNT GLOBALNY · 042949533-002 | Financial Engines Advisors LLC | $6.1B |
BOT OF THE NORTH ATLANTIC STATES CARPENTERS GUARANTEED ANNUITY FUNDMA · 042776873-001 | Victory Capital | $3.7B |
CBRE SERVICES, INC.TX · 521616016-001 | Goldman Sachs Asset Management | $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: 89.1%
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 (68)
Raw Schedule C names collapsed into PwC.
- GUASTAFERRI K
- GUAYACAN FUND OF FUNDS II
- 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
- PRICEWATER COOPERS LLP
- PRICEWATERCOOPERS LLP
- PRICEWATERHOSECOOPERS
- PRICEWATERHOSUECOOPERS
- PRICEWATERHOUCECOOPER LLP
- PRICEWATERHOUSE COOPERS
- PRICEWATERHOUSE COOPERS LLC
- PRICEWATERHOUSE COOPERS LLP
- PRICEWATERHOUSE COOPERS, LLC
- PRICEWATERHOUSE COOPERS, LLP
Book composition by plan size
Bars stack to total plans served; segments use the same asset cutoffs as the /plans 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 PwC'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 | 2.69% | 7.76% | -5.07 pp |
| Fidelity bond gap | 0 | 0.00% | 26.94% | -26.94 pp |
| Late contributions | 9 | 4.84% | 1.71% | +3.13 pp |
| Failed to provide benefit | 11 | 5.91% | 0.14% | +5.78 pp |
| Corrective distributions | 36 | 19.35% | 1.76% | +17.60 pp |
| Loss discovered | 1 | 0.54% | 0.00% | +0.53 pp |
New-plan formation share
Share of plans filing for the first time each year that landed with PwC. Compare to the incumbent market share (0.3%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.3 pp vs incumbent
Frequent partners by role
Who else shows up on PwC's plans most often. Switch tabs by counterparty role - high-overlap names are either referral channels (advisors, auditors) or competitive blocks (other recordkeepers).
| Partner | Shared plans | % of book |
|---|---|---|
| WTW | 48 | 25.8% |
| Mercer | 35 | 18.8% |
| Aon | 23 | 12.4% |
| Strategic Advisers | 18 | 9.7% |
| NISA Investment Advisors | 16 | 8.6% |
| PIMCO | 16 | 8.6% |
| Rocaton Investment Advisors LLC | 10 | 5.4% |
| eVestment Alliance | 9 | 4.8% |
| Fiducient Advisors | 8 | 4.3% |
| NEPC LLC | 8 | 4.3% |
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).