STANDARD VALUATIONS
9 known aliases resolved via the canonical alias map
Market position · 2024
Plans served43-1 YoYRank #399 of mapped providers
Assets under administration$6.6B0.0%Market share · rank #1602
Fees received$1MMedian $26,500/planSum across Schedule C direct + indirect
Net wins YoY-12 won · 3 lostPlan-level switch detection
Plans served · 5-year trajectory
Market-share plans percent annotated. Bar height is raw plan count.
Customer-base shape
What does a typical STANDARD VALUATIONS plan look like?
Service mix · median fees per plan
Count of plans where STANDARD VALUATIONS ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Investment management fees paid indirectly by plan; Investment advisory (plan)Code 27 | 33 | $27,300 | |
Consulting (pension); Direct payment from the planCode 17 | 5 | $26,250 | |
Investment management; Direct payment from the planCode 28 | 2 | $15,438 | |
Valuation (appraisals, etc.)Code 34 | 2 | $49,688 | |
Investment advisory (plan); Investment advisory (participants)Code 26 | 1 | $25,750 |
Competitor overlap
Percent of STANDARD VALUATIONS's plans that also list each competitor on Schedule C. High numbers = co-living partners; low numbers = direct displacement targets.
Plans won in 2024
Appeared this year; did not appear last year under STANDARD VALUATIONS.
| Sponsor | From | Assets |
|---|---|---|
MEDIANEWS GROUP, INC.CO · 760425553-008 | PRUDENTIAL RETIREMENT INSURANCE AND | $434M |
IBEW 648 PENSION PLANWV · 316134845-001 | STANARD VALUATIONS, INC. | $80M |
Plans lost in 2024
Appeared last year under STANDARD VALUATIONS; not this year.
| Sponsor | To | Assets |
|---|---|---|
BOARD OF TRUSTEES OF LIUNA STAFF AND AFFILIATES PENSION FUNDDC · 520743575-001 | GLOBEFLEX INTERNATIONAL | $1.8B |
BOARD OF TRUSTEES OF THE TWIN CITY IRONWORKERS PENSION FUNDMN · 416084127-001 | JPMORGAN INVEST HOLDINGS LLC | $432M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
BOARD OF TRUSTEES OF THE LIUNA NATIONAL (INDUSTRIAL) PENSION FUNDDC · 526074345-001 | $1.5B | 62,697 | $26,250 | 10y | - |
WEST VIRGINIA LABORERS PENSION TRUST FUNDWV · 556026775-001 | $570M | 7,245 | $66,250 | 10y | - |
I.U.O.E. LOCAL 132 PENSION FUNDWV · 556015364-001 | $559M | 4,062 | $72,400 | 10y | - |
IBEW LOCAL 16, AFL-CIO & MULTI- EMPLOYER PENSION PLANTN · 351488049-001 | $434M | 2,331 | $33,200 | 10y | - |
MEDIANEWS GROUP, INC.CO · 760425553-008 | $434M | 6,838 | $7,500 | 1y | - |
TRUSTEES OF DISTRICT COUNCIL 82 PAINTING INDUSTRY PENSION PLANMN · 900585687-001 | $319M | 2,214 | $60,467 | 9y | - |
TRUSTEES OF MINNESOTA CEMENT MASONS PENSION FUNDMN · 516096906-001 | $286M | 1,807 | $20,000 | 10y | - |
AMERICAN FEDERATION OF GOVERNMENT EMPLOYEESDC · 530025740-001 | $186M | 485 | $42,100 | 10y | - |
JT BRD OF TRUSTEES OF LOCAL UNION 317 ELECTRICAL PENSION PLANWV · 516110771-001 | $179M | 947 | $27,400 | 10y | - |
WEST VIRGINIA LABORERSWV · 550772123-001 | $157M | 14,955 | $33,125 | 10y | - |
Flag exposure
79.1%Market: 89.2%
This provider
Market baseline
Share of this provider's plans tripping any deterministic red flag this year. Lower than market baseline = better risk surface.
Aliases resolved (9)
Raw Schedule C names collapsed into STANDARD VALUATIONS.
- STANDARD VALUATION
- STANDARD VALUATION INC
- STANDARD VALUATIONS
- STANDARD VALUATIONS INC
- STANDARD VALUATIONS INC.
- STANDARD VALUATIONS, INC
- STANDARD VALUATIONS, INC.
- STANDARD VALUATIONS,INC
- STANDARDS VALUATIONS INC
Book composition by plan size
Bars stack to total plans served; segments use the same asset cutoffs as the /retirement size filter. Up-and-to-the-right on the bigger segments = moving up-market.
Under $5M$5-50M$50-250M$250M-1B$1B+
Compliance posture vs market
Per-flag share for STANDARD VALUATIONS's book against the same flag's overall prevalence across all filings. Negative delta = under-indexed (cleaner book); positive = elevated risk surface.
| Flag | Plans flagged | Provider % | Market % | Delta |
|---|---|---|---|---|
| Recently terminated | 1 | 2.33% | 7.76% | -5.44 pp |
| Fidelity bond gap | 0 | 0.00% | 26.94% | -26.94 pp |
| Late contributions | 0 | 0.00% | 1.71% | -1.71 pp |
| Failed to provide benefit | 0 | 0.00% | 0.14% | -0.14 pp |
| Corrective distributions | 0 | 0.00% | 1.76% | -1.76 pp |
| Loss discovered | 0 | 0.00% | 0.00% | -0.00 pp |
New-plan formation share
Share of plans filing for the first time each year that landed with STANDARD VALUATIONS. Compare to the incumbent market share (0.1%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.1 pp vs incumbent
Geographic penetration index
(Provider plans in state / state plans) divided by the provider's overall share of the market. Index 1.00 = average; > 1 = over-indexed (winning more than their fair share); < 1 = under-indexed (white space).