T. Rowe Price
recordkeeper319 known aliases resolved via the canonical alias map
Market position · 2024
Plans served1,044+3 YoYRank #23 of mapped providers
Assets under administration$798.1B0.9%Market share · rank #15
Fees received$142MMedian $39,368/planSum across Schedule C direct + indirect
Net wins YoY+15123 won · 108 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 T. Rowe Price plan look like?
Service mix · median fees per plan
Count of plans where T. Rowe Price ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Trustee (directed); Other services; Securities brokerage commissions and fees; Participant communication; Direct payment from the plan; Recordkeeping fees; Recordkeeping and information management (computing, tabulating, data processing, etc.); Other commissions; Account maintenance fees; Shareholder servicing fees; Investment management; Investment management fees paid indirectly by plan; Securities brokerage; Participant loan processing; Float revenue; Trustee (bank, trust company, or similar financial institution)Code 15 | 893 | $28,190 | |
Soft dollars commissions; Investment management; Investment management fees paid directly by plan; Direct payment from the planCode 28 | 60 | $215,100 | |
Recordkeeping fees; Recordkeeping and information management (computing, tabulating, data processing, etc.); Account maintenance fees; Contract AdministratorCode 13 | 20 | $17,651 | |
Trustee (discretionary); Investment management; Trustee (bank, trust company, or similar financial institution); Direct payment from the plan; Soft dollars commissionsCode 21 | 8 | $125,398 | |
Participant loan processing; Recordkeeping fees; Securities brokerage commissions and fees; Distribution (12b-1) fees; Account maintenance feesCode 37 | 7 | $15,289 | |
Recordkeeping feesCode 64 | 7 | $13,020 | |
Investment management fees paid indirectly by planCode 52 | 6 | $0 | |
Recordkeeping and information management (computing, tabulating, data processing, etc.); Participant communication; Trustee (directed); Investment advisory (plan); Named fiduciary; Participant loan processing; Accounting (including auditing); Plan Administrator; Trustee (bank, trust company, or similar financial institution)Code 10 | 5 | $6,181 |
Competitor overlap
Percent of T. Rowe Price'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 T. Rowe Price.
| Sponsor | From | Assets |
|---|---|---|
CITIGROUP INC.CT · 521568099-020 | Life Status 360 | $10.0B |
MCKINSEY & COMPANY, INC.NY · 131826332-001 | Hogan Lovells | $9.8B |
3M COMPANYMN · 410417775-002 | Onex Falcon Investment Advisors | $8.9B |
COX ENTERPRISES, INC.GA · 581035149-001 | Martingale Asset Management | $7.1B |
SOUTHERN CALIFORNIA EDISON COMPANYCA · 951240335-002 | LMCG Investments LLC | $6.4B |
OLD DOMINION FREIGHT LINE, INC.NC · 560751714-002 | Cowen & Company LLC | $2.4B |
MCKINSEY & COMPANY, INC.NY · 131826332-015 | Pension Benefit Information LLC | $2.2B |
BOARD OF TRUSTEES, EDISON PENSION TRUSTOR · 936061681-001 | The William C. Earhart Co., Inc. | $1.0B |
WILSON SONSINI GOODRICH & ROSATI, PCCA · 942451946-002 | First Republic Investment Management | $1.0B |
PTC INC.MA · 042866152-001 | UBS Financial Services | $856M |
Plans lost in 2024
Appeared last year under T. Rowe Price; not this year.
| Sponsor | To | Assets |
|---|---|---|
THE GOLDMAN SACHS GROUP, INC.NY · 134019460-001 | Wellington Company LLP | $11.4B |
THERMO FISHER SCIENTIFIC, INC.PA · 042209186-001 | Fidelity Investments | $7.5B |
AON CORPORATIONGA · 363051915-020 | Vanguard | $6.2B |
BMO FINANCIAL CORP.IL · 510275712-001 | Empower | $4.5B |
MARSH & MCLENNAN COMPANIES, INC.NY · 362668272-001 | TELUS HEALTH | $4.4B |
UNION CARBIDE CORPORATION C/O THE DOW CHEMICAL COMPANYMI · 131421730-001 | AllianceBernstein | $2.4B |
WESTERN DIGITAL CORPORATIONCA · 330956711-003 | SageView | $2.2B |
NATIONAL ROOFING INDUSTRY PENSION FUND WILSON-MCSHANE CORPORATIONMN · 366157071-001 | WITHUM | $2.0B |
TENNECO AUTOMOTIVE OPERATING COMPANY INC.MI · 741933558-144 | Holland & Knight LLP | $1.8B |
THOMSON REUTERS HOLDINGS INC.MN · 061497995-001 | Scott Capital Advisors | $1.6B |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
WELLS FARGO & COMPANYMN · 410449260-002 | $57.9B | 255,580 | $0 | 7y | 1 |
JPMORGAN CHASE BANK, NATIONAL ASSOCIATIONNJ · 134994650-002 | $52.9B | 300,272 | $2M | 10y | 2 |
COSTCO WHOLESALE CORPORATIONWA · 911223280-002 | $41.0B | 263,899 | $6M | 10y | - |
CVS HEALTH CORPORATIONRI · 050494040-017 | $30.1B | 385,927 | $3M | 10y | 1 |
CITIGROUP INC.CT · 521568099-004 | $23.2B | 121,279 | $779,869 | 10y | 1 |
MORGAN STANLEY DOMESTIC HOLDINGS, LLCNY · 208764829-003 | $22.2B | 80,789 | $4M | 10y | - |
PFIZER INCNY · 135315170-002 | $22.0B | 57,113 | $818,831 | 10y | - |
BANK OF AMERICA CORPORATIONRI · 560906609-001 | $19.0B | 168,197 | $2M | 10y | - |
TRUSTEES OF THE NATIONAL ELECTRICAL ANNUITY PLANMD · 526132372-001 | $18.1B | 182,716 | $731,937 | 2y | - |
PACIFIC GAS AND ELECTRIC COMPANYCA · 940742640-001 | $17.6B | 58,892 | $1M | 10y | - |
Flag exposure
70.2%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 (319)
Raw Schedule C names collapsed into T. Rowe Price.
- 21 T ROWE PRICE
- 22 T ROWE PRICE
- 23 T ROWE PRICE
- 24 T ROWE PRICE
- JAMES CARR
- JAMES CHARLES MATTHEW
- JAMES CHARLES MATTHEWS
- JAMES COKER
- JAMES CONDON
- JAMES CORNELL
- JAMES CUMMINGS
- JAMES D COLLIER AND COMPANY
- JAMES D JENNINGS CPA, INC.
- JAMES D NAIDA PC
- JAMES D. COLLIER & CO
- JAMES D. NAIDA. P.C.
- JAMES DAILIEY
- JAMES DODSON
- JAMES DRISCOLL AND BRIAN LAHR
- JAMES E LIPSCOMB
- JAMES E. BAIERS
- JAMES E. COLLIER, CPA, P. C.
- JAMES EDWARD SYPHER
- JAMES F CHAPEL
- JAMES F MARSHALL
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 T. Rowe Price'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 | 22 | 2.11% | 7.76% | -5.66 pp |
| Fidelity bond gap | 32 | 3.07% | 26.94% | -23.88 pp |
| Late contributions | 200 | 19.16% | 1.71% | +17.44 pp |
| Failed to provide benefit | 0 | 0.00% | 0.14% | -0.14 pp |
| Corrective distributions | 108 | 10.34% | 1.76% | +8.59 pp |
| Loss discovered | 0 | 0.00% | 0.00% | -0.00 pp |
New-plan formation share
Share of plans filing for the first time each year that landed with T. Rowe Price. Compare to the incumbent market share (1.6%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-1.6 pp vs incumbent
Frequent partners by role
Who else shows up on T. Rowe Price'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 |
|---|---|---|
| PIMCO | 136 | 13.0% |
| MFS Funds | 109 | 10.4% |
| Dimensional Fund Advisors | 79 | 7.6% |
| Dodge & Cox | 67 | 6.4% |
| Prudential Jennison | 58 | 5.6% |
| Invesco | 55 | 5.3% |
| Green Retirement Inc. | 53 | 5.1% |
| American Century | 52 | 5.0% |
| Cohen & Steers | 52 | 5.0% |
| Goldman Sachs Asset Management | 45 | 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).