PENSION BENEFIT INFORMATION

15 known aliases resolved via the canonical alias map

Market position · 2024

Plans served95+10 YoYRank #215 of mapped providers

Assets under administration$222.6B0.3%Market share · rank #65

Fees received$3MMedian $12,600/planSum across Schedule C direct + indirect

Net wins YoY+729 won · 22 lostPlan-level switch detection

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