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COMPLIANCE AUDIT SERVICES

3 known aliases resolved via the canonical alias map

Market position · 2024

Plans served1Rank #4497 of mapped providers
Assets under administration$283M0.0%Market share · rank #4209
Fees received$22,059Median $22,059/planSum across Schedule C direct + indirect
Net wins YoY+11 won · 0 lostPlan-level switch detection

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