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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP10+ years Service code 12 · EIN 93-1253576 | Custodial (other than securities); Di... | $37,603 |
Filed as: MML INVESTORS SERVICES, LLC Service code 27 · EIN 04-1590850 | Advisory (Plan) | $15,694 |
CARON & BLETZER, PLLC10+ years Service code 10 · EIN 04-3499945 | Accounting | $11,000 |
12 funds of $250K or more; 22 lines in all, holding $6.4M of the plan's $6.7M. From the 2025 filing. Recordkeeper: Not identified.
Target-date series: Vanguard Target Retirement, mutual fund, 36% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 11 vintages | $2.3M | 36.3% |
| Fidelity Large Cap Growth Index Fund Fidelity (FMR) · Mutual fund Index | $605K | 9.5% |
| Vanguard Value Index Fund Admiral Shares Vanguard · Mutual fund Index | $391K | 6.1% |
| Victory RS Global Fund Class R6 Victory Capital · Mutual fund | $381K | 6.0% |
| Vanguard Mid-Cap Growth Index Fund Admiral Shares Vanguard · Mutual fund Index | $380K | 6.0% |
| Pgim High Yield Fund Prudential (PGIM) · Mutual fund | $343K | 5.4% |
| Vanguard Small-Cap Value Index Fund Admiral Shares Vanguard · Mutual fund Index | $314K | 4.9% |
| Vanguard Total Stock Market Index Fund Admiral Shares Vanguard · Mutual fund Index | $289K | 4.5% |
| Vanguard Small-Cap Growth Index Fund Admiral Shares Vanguard · Mutual fund Index | $278K | 4.4% |
| Standard Stable Asset A Manager not matched · Insurance contract | $238K | 3.7% |
Covers 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 2026. Shares describe these plans, not the whole market.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.