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MONDRIAN INVESTMENT GROUP

52 known aliases resolved via the canonical alias map

Market position · 2024

Plans served20-6 YoYRank #728 of mapped providers
Assets under administration$82.1B0.1%Market share · rank #151
Fees received$8MMedian $82,690/planSum across Schedule C direct + indirect
Net wins YoY-52 won · 7 lostPlan-level switch detection

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Mondrian Investment Group - retirement plan analytics - PlanOptica