EPIC RETIREMENT PLAN SERVICES

527 known aliases resolved via the canonical alias map

Market position · 2024

Plans served993+44 YoYRank #34 of mapped providers

Assets under administration$93.1B0.1%Market share · rank #318

Fees received$210MMedian $16,523/planSum across Schedule C direct + indirect

Net wins YoY+14199 won · 185 lostPlan-level switch detection

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