INVESTMENT PERFORMANCE SERVICES

25 known aliases resolved via the canonical alias map

Market position · 2024

Plans served133+2 YoYRank #157 of mapped providers

Assets under administration$59.1B0.1%Market share · rank #254

Fees received$13MMedian $75,000/planSum across Schedule C direct + indirect

Net wins YoY+16 won · 5 lostPlan-level switch detection

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