GUIDANCE POINT RETIREMENT SERVICES

8 known aliases resolved via the canonical alias map

Market position · 2024

Plans served12Rank #1256 of mapped providers

Assets under administration$614M0.0%Market share · rank #4824

Fees received$193,632Median $15,672/planSum across Schedule C direct + indirect

Net wins YoY-11 won · 2 lostPlan-level switch detection

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