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UMR

18 known aliases resolved via the canonical alias map

Market position · 2024

Plans served29+11 YoYRank #654 of mapped providers
Assets under administration$42.2B0.0%Market share · rank #920
Fees received$4MMedian $31,169/planSum across Schedule C direct + indirect
Net wins YoY+66 won · 0 lostPlan-level switch detection

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Umr - retirement plan analytics - PlanOptica