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PREFERRED PENSION SOLUTIONS

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Market position · 2024

Plans served4+1 YoYRank #2458 of mapped providers
Assets under administration$54M0.0%Market share · rank #8183
Fees received$64,459Median $12,760/planSum across Schedule C direct + indirect
Net wins YoY+11 won · 0 lostPlan-level switch detection

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