STANLEY BENEFIT SERVICES, INC.
26 known aliases resolved via the canonical alias map
Market position · 2024
Plans served18+2 YoYRank #824 of mapped providers
Assets under administration$605M0.0%Market share · rank #4792
Fees received$480,065Median $23,714/planSum across Schedule C direct + indirect
Net wins YoY+22 won · 0 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 STANLEY BENEFIT SERVICES, INC. plan look like?
Service mix · median fees per plan
Count of plans where STANLEY BENEFIT SERVICES, INC. ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Sub-transfer agency fees; Consulting (general); Participant loan processing; Consulting fees; Recordkeeping fees; Other fees; Other services; Participant communication; Recordkeeping and information management (computing, tabulating, data processing, etc.); Account maintenance fees; Direct payment from the planCode 15 | 16 | $19,950 | |
Custodial (securities); Trustee (bank, trust company, or similar financial institution); Recordkeeping fees; Direct payment from the planCode 19 | 1 | $30,905 | |
Trustee (bank, trust company, or similar financial institution); Trustee (individual); Other feesCode 20 | 1 | $27,921 |
Competitor overlap
Percent of STANLEY BENEFIT SERVICES, INC.'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 STANLEY BENEFIT SERVICES, INC..
| Sponsor | From | Assets |
|---|---|---|
MONARCHNC · 561326126-002 | FUND DIRECT ADVISORS | $15M |
MAS US HOLDINGS INCNC · 820932073-001 | (new plan) | $5M |
Plans lost in 2024
Appeared last year under STANLEY BENEFIT SERVICES, INC.; not this year.
| Sponsor | To | Assets |
|---|
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
HOFFMAN & HOFFMAN, INC.NC · 560667189-001 | $406M | 1,222 | $88,090 | 10y | - |
T. A. LOVING COMPANYNC · 560304141-001 | $30M | 672 | $54,053 | 10y | 2 |
PIEDMONT FEDERAL SAVINGS BANKNC · 560358476-001 | $20M | 181 | $33,704 | 10y | - |
BRASWELL FAMILY FARMSNC · 560812535-003 | $20M | 175 | $20,123 | 10y | 1 |
MONARCHNC · 561326126-002 | $15M | 2,635 | $27,921 | 1y | - |
CHILDREN'S HOME SOCIETY OF NORTH CAROLINA, INC.NC · 560529946-004 | $14M | 406 | $34,001 | 6y | - |
ADAMS ELECTRIC COMPANY, INC.NC · 560693887-001 | $14M | 727 | $4,299 | 10y | 1 |
WESLEY HALL FURNITURE, INC.NC · 561642631-001 | $11M | 284 | $6,352 | 3y | 1 |
TOP FLIGHT, INC.TN · 620119360-003 | $10M | 120 | $30,905 | 4y | 2 |
FAMILY HEALTH CENTERS, INC.SC · 570524498-002 | $10M | 225 | $11,540 | 10y | 1 |
Flag exposure
94.4%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 (26)
Raw Schedule C names collapsed into STANLEY BENEFIT SERVICES, INC..
- STANLEY
- STANLEY BENEFIT SERIVCES
- STANLEY BENEFIT SERIVCES INC
- STANLEY BENEFIT SERVICE, INC.
- STANLEY BENEFIT SERVICES
- STANLEY BENEFIT SERVICES INC
- STANLEY BENEFIT SERVICES LLC
- STANLEY BENEFIT SERVICES, INC
- STANLEY BENEFIT SERVICES, INC.
- STANLEY BENEFITS
- STANLEY BENEFITS INC
- STANLEY BENEFITS SERVICES, INC.
- STANLEY BENEFITS, INC
- STANLEY BENEFITS, INC.
- STANLEY COVERGENT SECURITY
- STANLEY DIRNBERGER HOPPER & ASSOCIA
- STANLEY DOMINEY
- STANLEY M INGRAM
- STANLEY R DOMINEY
- STANLEY R NADEL
- STANLEY R. DOMINEY
- STANLEY, HUNT DUPREE & RHINE
- STANLEY, HUNT, DUPREE & RHINE
- STANLEY, HUNT, DUPREE AND RHINE
- STANLEY, HUNT, DUPREE AND RHINE,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 STANLEY BENEFIT SERVICES, INC.'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 | 0 | 0.00% | 7.76% | -7.76 pp |
| Fidelity bond gap | 0 | 0.00% | 26.94% | -26.94 pp |
| Late contributions | 5 | 27.78% | 1.71% | +26.06 pp |
| Failed to provide benefit | 0 | 0.00% | 0.14% | -0.14 pp |
| Corrective distributions | 4 | 22.22% | 1.76% | +20.46 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 STANLEY BENEFIT SERVICES, INC.. Compare to the incumbent market share (0.0%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.0 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).