Portfolio Evaluation, Inc.
advisor20 known aliases resolved via the canonical alias map
Market position · 2024
Plans served2-3 YoYRank #4128 of mapped providers
Assets under administration$949M0.0%Market share · rank #3879
Fees received$36,950Median $18,475/planSum across Schedule C direct + indirect
Net wins YoY-21 won · 3 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 Portfolio Evaluation, Inc. plan look like?
Service mix · median fees per plan
Count of plans where Portfolio Evaluation, Inc. ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Investment advisory (plan)Code 27 | 1 | $11,950 | |
Investment managementCode 28 | 1 | $25,000 |
Competitor overlap
Percent of Portfolio Evaluation, 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 Portfolio Evaluation, Inc..
| Sponsor | From | Assets |
|---|---|---|
TERUMO AMERICAS HOLDING, INC.NJ · 341112331-003 | EisnerAmper LLP | $836M |
Plans lost in 2024
Appeared last year under Portfolio Evaluation, Inc.; not this year.
| Sponsor | To | Assets |
|---|---|---|
BOARD OF TRUSTEES OF THE BUILDING SERVICE 32BJ SUPPLEMENTALNY · 133507075-001 | United States Postal Service | $2.1B |
FOX ROTHSCHILD LLPPA · 231404723-002 | Vanguard | $636M |
NYK GROUP AMERICAS INC.NJ · 133800790-003 | BPM LLP | $65M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
TERUMO AMERICAS HOLDING, INC.NJ · 341112331-003 | $836M | 5,793 | $11,950 | 9y | 3 |
HOUGHTON MIFFLIN HARCOURT PUBLISHING COMPANYMA · 041456030-001 | $112M | 2,573 | $25,000 | 10y | - |
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 (20)
Raw Schedule C names collapsed into Portfolio Evaluation, Inc..
- GREAT LAKES PENSION
- GREAT LAKES PENSION ASSO
- PORTFLIO EVALUATIONS INC.
- PORTFOLIA EVALUATIONS
- PORTFOLIO EVALUATION
- PORTFOLIO EVALUATION INC
- PORTFOLIO EVALUATION, INC
- PORTFOLIO EVALUATION, INC.
- PORTFOLIO EVALUATIONS
- PORTFOLIO EVALUATIONS IN
- PORTFOLIO EVALUATIONS INC
- PORTFOLIO EVALUATIONS INC.
- PORTFOLIO EVALUATIONS, I
- PORTFOLIO EVALUATIONS, INC
- PORTFOLIO EVALUATIONS, INC.
- PORTFOLIO EVALUATIONS, INC. (PEI)
- PORTFOLIO EVALUTIONS, INC
- PORTFOLIO EVAULATIONS, INC.
- PORTFOLOIO EVALUATIONS, INC.
- PROTFOLIO EVALUATION
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 Portfolio Evaluation, 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 | 1 | 50.00% | 1.71% | +48.29 pp |
| Failed to provide benefit | 1 | 50.00% | 0.14% | +49.86 pp |
| Corrective distributions | 1 | 50.00% | 1.76% | +48.24 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 Portfolio Evaluation, 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 Portfolio Evaluation, 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 |
|---|---|---|
| Ballard Spahr LLP | 1 | 50.0% |
| Sullivan & Worcester LLP | 1 | 50.0% |