WTW
advisor261 known aliases resolved via the canonical alias map
Market position · 2024
Plans served1,044+42 YoYRank #24 of mapped providers
Assets under administration$1.38T1.6%Market share · rank #4
Fees received$420MMedian $144,854/planSum across Schedule C direct + indirect
Net wins YoY+50174 won · 124 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 WTW plan look like?
Service mix · median fees per plan
Count of plans where WTW ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Valuation (appraisals, etc.); Direct payment from the plan; Consulting (pension); ActuarialCode 11 | 701 | $196,857 | |
Other services; Direct payment from the plan; Consulting (general)Code 16 | 131 | $39,088 | |
Other fees; Investment advisory (plan)Code 27 | 100 | $48,285 | |
Investment management; Consulting (pension); Investment management fees paid directly by plan; Direct payment from the planCode 17 | 37 | $175,760 | |
Securities brokerage; Investment management; Direct payment from the plan; Investment management fees paid directly by planCode 28 | 34 | $180,000 | |
Recordkeeping fees; Direct payment from the plan; Recordkeeping and information management (computing, tabulating, data processing, etc.)Code 15 | 19 | $261,783 | |
Plan Administrator; Consulting (pension); Recordkeeping and information management (computing, tabulating, data processing, etc.); Other services; Accounting (including auditing); Direct payment from the plan; ActuarialCode 10 | 10 | $120,442 | |
Plan Administrator; Recordkeeping and information management (computing, tabulating, data processing, etc.)Code 14 | 9 | $252,595 |
Competitor overlap
Percent of WTW'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 WTW.
| Sponsor | From | Assets |
|---|---|---|
INTERNATIONAL BUSINESS MACHINES CORPORATIONNY · 130871985-005 | PwC | $60.4B |
DELL INC.TX · 742487834-001 | Financial Engines Advisors LLC | $14.7B |
UNITED PARCEL SERVICE OF AMERICA, INC.GA · 951732075-004 | Voya | $14.2B |
STANFORD HEALTH CARECA · 946174066-002 | Fidelity Investments | $6.9B |
BECTON, DICKINSON AND COMPANYNJ · 220760120-011 | Stout Risius Ross, LLC | $5.8B |
S&P GLOBAL, INC.NY · 131026995-002 | (new plan) | $5.7B |
FARMERS GROUP, INC.CA · 950725935-002 | Wellington Company LLP | $5.0B |
GEORGIA-PACIFIC LLCGA · 930432081-018 | Fidelity Investments | $4.7B |
BAYLOR SCOTT & WHITE HOLDINGSTX · 463130985-002 | FORVIS | $4.7B |
KOCH COMPANIES, LLCKS · 992447784-002 | BlackRock | $4.3B |
Plans lost in 2024
Appeared last year under WTW; not this year.
| Sponsor | To | Assets |
|---|---|---|
FORD MOTOR COMPANYMI · 380549190-002 | Comerica | $12.7B |
THE PRUDENTIAL INSURANCE COMPANY OF AMERICANJ · 221211670-003 | Benefit Plan Admin Services LLC | $12.2B |
CATERPILLAR INC.TX · 370602744-002 | Alight | $9.8B |
PARAMOUNT GLOBALNY · 042949533-002 | Financial Engines Advisors LLC | $6.1B |
TRUSTEES OF THE MIDWEST OPERATING ENGINEERS PENSION TRUST FUNDIL · 366140097-001 | Bridgeway Benefit Technologies | $5.4B |
MCKESSON CORPORATIONTX · 943207296-002 | Fidelity Investments | $4.6B |
NORDSTROM, INC.WA · 910515058-001 | Alight | $3.9B |
RELX INC.NY · 521471842-005 | Empower | $3.7B |
EASTMAN CHEMICAL COMPANYTN · 621539359-002 | Fidelity Investments | $3.4B |
US FOODS, INC.IL · 363642294-001 | Watson Wyatt | $2.2B |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
INTERNATIONAL BUSINESS MACHINES CORPORATIONNY · 130871985-005 | $60.4B | 149,818 | $210,312 | 7y | - |
RTX CORPORATIONCT · 060570975-041 | $41.6B | 281,638 | $3M | 2y | 1 |
FEDEX CORPORATIONTN · 621721435-002 | $26.9B | 213,710 | $1M | 10y | - |
THE BOEING CO. AND CONSOLIDATED SUBSIDIARIESWA · 910425694-100 | $23.3B | 115,617 | $340,791 | 10y | - |
CITIGROUP INC.CT · 521568099-004 | $23.2B | 121,279 | $202,556 | 10y | 1 |
UNITED PARCEL SERVICE OF AMERICA, INC.GA · 951732075-001 | $21.2B | 144,570 | $3M | 9y | - |
CHEVRON CORPORATIONTX · 940890210-001 | $20.4B | 35,035 | $42,446 | 6y | 1 |
BANK OF AMERICA CORPORATIONRI · 560906609-001 | $19.0B | 168,197 | $2M | 10y | - |
GENERAL ELECTRIC COMPANY, OPERATING AS GE AEROSPACEOH · 140689340-333 | $19.0B | 118,868 | $281,800 | 9y | - |
NORTHROP GRUMMAN CORPORATIONVA · 800640649-030 | $18.8B | 104,566 | $261,830 | 10y | - |
Flag exposure
92.7%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 (261)
Raw Schedule C names collapsed into WTW.
- JOHANSON&YAU ACCOUNTANCY CORPORATI
- JOHATHAN G FURLOW
- JOHN AGENBROAD
- JOHN ALBERTI
- JOHN B SHEPHERD
- JOHN B. MORRILL
- JOHN B. SHEPHERD
- JOHN BELLUCCI
- JOHN BENNETT
- JOHN BIRTCH
- JOHN BLONDEK
- JOHN BOYNTON
- JOHN BRADLEY
- JOHN BRENNAN
- JOHN BRISTOL
- JOHN BUBELLO
- JOHN BURDETTE & ASSOCIATES
- JOHN BURNHAM INS SERVICES
- JOHN BURNHAMINS SERVICES
- JOHN BURTON
- JOHN C. HAWKINS
- JOHN C. LINCOLN HEAL
- JOHN CAMMUSO
- JOHN CAMPBELL
- JOHN CARROLL TURNER
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 WTW'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 | 34 | 3.26% | 7.76% | -4.51 pp |
| Fidelity bond gap | 1 | 0.10% | 26.94% | -26.85 pp |
| Late contributions | 58 | 5.56% | 1.71% | +3.84 pp |
| Failed to provide benefit | 28 | 2.68% | 0.14% | +2.54 pp |
| Corrective distributions | 104 | 9.96% | 1.76% | +8.20 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 WTW. 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 WTW'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 |
|---|---|---|
| Morgan Lewis & Bockius LLP | 55 | 5.3% |
| Groom Law Group, Chartered | 26 | 2.5% |
| Seyfarth Shaw LLP | 23 | 2.2% |
| K&L Gates LLP | 17 | 1.6% |
| Foley & Lardner LLP | 12 | 1.1% |
| ALSTON & BIRD LLP | 10 | 1.0% |
| Harter Secrest & Emery LLP | 10 | 1.0% |
| Proskauer Rose LLP | 10 | 1.0% |
| Thompson Hine | 10 | 1.0% |
| Winston & Strawn LLP | 10 | 1.0% |
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).