Metro Presort Inc.
other8 known aliases resolved via the canonical alias map
Market position · 2024
Plans served3-2 YoYRank #3796 of mapped providers
Assets under administration$1.5B0.0%Market share · rank #3319
Fees received$46,252Median $15,864/planSum across Schedule C direct + indirect
Net wins YoY-20 won · 2 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 Metro Presort Inc. plan look like?
Service mix · median fees per plan
Count of plans where Metro Presort Inc. ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Direct payment from the plan; Copying and duplicatingCode 36 | 3 | $15,864 |
Competitor overlap
Percent of Metro Presort Inc.'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 Metro Presort Inc..
| Sponsor | From | Assets |
|---|
Plans lost in 2024
Appeared last year under Metro Presort Inc.; not this year.
| Sponsor | To | Assets |
|---|---|---|
BOT - OREGON SHEET METAL WORKERS MASTER RETIREMENT TRUSTOR · 936018501-001 | Wedge Capital Management, L.L.P. | $487M |
INTEGRIS HEALTH, INC.OK · 731192764-001 | PIMCO | $408M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
BOARD OF TRUSTEES, EDISON PENSION TRUSTOR · 936061681-001 | $1.0B | 8,208 | $18,796 | 4y | - |
TRUSTEES OREGON LABORERS - EMPLOYER PENSION PLANOR · 936075363-001 | $449M | 6,774 | $15,864 | 7y | - |
OREGON PROCESSORS SEASONAL EMPLOYEES PENSION PLANOR · 930694182-001 | $9M | 7,327 | $11,592 | 8y | - |
Flag exposure
100.0%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 (8)
Raw Schedule C names collapsed into Metro Presort Inc..
- METRO PRESORT
- METRO PRESORT INC
- METRO PRESORT INC.
- METRO PRESORT, INC.
- METROPRESORT
- METROPRESORT INC.
- PRESORT FIRST CLASS
- PRESORT FIRST CLASS, INC.
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 Metro Presort Inc.'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 | 0 | 0.00% | 7.76% | -7.76 pp |
| Fidelity bond gap | 0 | 0.00% | 26.94% | -26.94 pp |
| Late contributions | 0 | 0.00% | 1.71% | -1.71 pp |
| Failed to provide benefit | 0 | 0.00% | 0.14% | -0.14 pp |
| Corrective distributions | 0 | 0.00% | 1.76% | -1.76 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 Metro Presort Inc.. Compare to the incumbent market share (0.0%) - higher = winning new business, lower = coasting on existing relationships.
0.0%+0.0 pp vs incumbent
Frequent partners by role
Who else shows up on Metro Presort Inc.'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 |
|---|---|---|
| Milliman | 3 | 100.0% |
| The William C. Earhart Co., Inc. | 3 | 100.0% |
| Loomis Sayles | 2 | 66.7% |
| ULLICO Inc | 2 | 66.7% |
| Washington Capital Management | 2 | 66.7% |
| ASB Capital Management | 1 | 33.3% |
| Dodge & Cox | 1 | 33.3% |
| Guggenheim Partners Investment Management | 1 | 33.3% |
| HarbourVest Partners, LLC | 1 | 33.3% |
| NEPC LLC | 1 | 33.3% |