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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP1+ years Service code 12 · EIN 93-1253576 | Direct payment from the plan; Recordk... | $49,551 |
SMITH BROTHERS FINANCIAL, LLC1+ years Service code 27 · EIN 06-1517948 | Advisory (Plan) | $13,212 |
10 funds of $250K or more; 21 lines in all, holding $8.1M of the plan's $8.3M. From the 2025 filing. Recordkeeper: Not identified.
Target-date series: American Funds Target Date, mutual fund, 18% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Capital Group · Mutual fund Target-date, 10 vintages | $1.4M | 17.6% |
| Vanguard Balanced Index Fund Admiral Shares Vanguard · Mutual fund Index | $1.1M | 14.1% |
| JPMorgan Large Cap Growth Fund Class R6 JPMorgan · Mutual fund | $1.1M | 13.5% |
| Vanguard Equity Income Fund Admiral Shares Vanguard · Mutual fund | $950K | 11.7% |
| Pgim Total Ret Bond Z Prudential (PGIM) · Mutual fund | $887K | 10.9% |
| MFS International Value R4 MFS (Sun Life) · Mutual fund | $622K | 7.6% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $461K | 5.7% |
| Standard Stable Asset Fund Manager not matched · Insurance contract | $455K | 5.6% |
| Vanguard Mid-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $371K | 4.6% |
| U.S. Small Cap Portfolio - Institutional Class Dimensional · Mutual fund | $191K | 2.3% |
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.