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EPIC RETIREMENT PLAN SERVICES

519 known aliases resolved via the canonical alias map

Market position · 2024

Plans served956+8 YoYRank #34 of mapped providers
Assets under administration$49.1B0.1%Market share · rank #317
Fees received$30MMedian $16,358/planSum across Schedule C direct + indirect
Net wins YoY+10197 won · 187 lostPlan-level switch detection
Plans served · 5-year trajectory
Bar chart with market-share annotations.
Customer-base shape
Participant bands, asset bands, top states, top NAICS.

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