PORTFOLIO EVALUATIONS, INC.
18 known aliases resolved via the canonical alias map
Market position · 2024
Plans served2-4 YoYRank #2495 of mapped providers
Assets under administration$949M0.0%Market share · rank #2747
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 EVALUATIONS, INC. plan look like?
Service mix · median fees per plan
Count of plans where PORTFOLIO EVALUATIONS, 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 EVALUATIONS, 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 EVALUATIONS, INC..
| Sponsor | From | Assets |
|---|---|---|
TERUMO AMERICAS HOLDING, INC.NJ · 341112331-003 | EISNERAMPER LLP | $836M |
Plans lost in 2024
Appeared last year under PORTFOLIO EVALUATIONS, INC.; not this year.
| Sponsor | To | Assets |
|---|---|---|
BOARD OF TRUSTEES OF THE BUILDING SERVICE 32BJ SUPPLEMENTALNY · 133507075-001 | POSTMASTER GENERAL | $2.1B |
FOX ROTHSCHILD LLPPA · 231404723-002 | THE VANGUARD GROUP, INC. | $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: 89.2%
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 (18)
Raw Schedule C names collapsed into PORTFOLIO EVALUATIONS, INC..
- PORTFOLIO ADV PRIVATE EQTY FD IV
- PORTFOLIO ADV PRIVATE EQUITY FD IV
- 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.
- PORTFOLIO SOLUTIONS LLC
- PORTFOLIO SOLUTIONS, LLC
Book composition by plan size
Bars stack to total plans served; segments use the same asset cutoffs as the /retirement 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 EVALUATIONS, 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 EVALUATIONS, 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