Plan Asset Evaluation And Participant Data Review Support Services

The Pension Benefit Guaranty Corporation established this Master BPA on August 18, 2022, to contract plan asset evaluation and participant data review support services, with ordering authority extending through August 17, 2027—approximately one year one month of remaining time to place new orders.

The vehicle carries a $224 million shared ceiling across a highly concentrated competitive landscape. Deloitte & Touche LLP dominates with three of four awarded task orders totaling $65.9 million in combined potential value, while Grant Thornton LLP holds one order worth $12.9 million. All four task orders fund PBGC programs exclusively. The combined task-order potential value stands at $78.8 million with $28.2 million obligated to date (36% of combined potential), leaving $50.6 million unobligated across the portfolio and substantial headroom against the shared ceiling.

Ordering activity has accelerated recently. After averaging one order per year in 2022 and 2023, PBGC issued two orders in 2025, both to Deloitte & Touche and both in September 2025. The most recent order (16PBGC25M0057) for Participant Data Review Round 7 carries a ceiling of $26.9 million with a September 2025 award date and September 2030 completion; a companion order (16PBGC25M0056) awarded the same day for asset and participant data collection holds a $20.9 million ceiling through September 2030. An earlier standing order (16PBGC22A0005-16PBGC22M0009) for PDR support services was priced on a time-and-materials basis with a ceiling of $18.1 million; a third order (16PBGC22A0006-16PBGC23M0008) for Plan Asset Evaluation Round 9 support was also T&M, capped at $12.9 million.

Work is performed under firm-fixed-price and time-and-materials arrangements spanning multi-year periods. The vehicle remains active with significant unobligated potential value and over a year of ordering authority remaining.