Retention
Your at-risk client plans
Mid-market plans ($5M–$250M) showing a review trigger, material delinquency, an inadequate fidelity bond, or assets falling >15% YoY. Filtered to plans your firm advises.
| Plan sponsor | Loc | Plan assets | Trigger | Advisor of record |
|---|---|---|---|---|
| ECONOMIC MODELING, LLC ↗ | MOSCOW, ID | $18M | $553k delinquent | STATE STREET GLOBAL ADVISORS |