VISION ESOP VALUATION

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Market position · 2024

Plans served1-2 YoYRank #11194 of mapped providers

Assets under administration$11M0.0%Market share · rank #10222

Fees received$16,000Median $16,000/planSum across Schedule C direct + indirect

Net wins YoY-20 won · 2 lostPlan-level switch detection

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