Filings through .
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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP11+ years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $31,312 |
LPL FINANCIAL11+ years Filed as: LPL FINANCIAL CORPORATION RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $8,328 |
Filed as: METROPOLITAN LIFE INSURANCE COMPANY Service code 72 · EIN 13-5581829 | Other investment fees and expenses | $16 |
STANDARD RETIREMENT SERVICES8 years Service code 19 · EIN 25-1838406 | Securities Custodian | $0 |
5 funds of $250K or more; 17 lines in all, holding $3.5M of the plan's $3.5M. From the 2025 filing. Recordkeeper: MetLife.
Target-date series: American Funds Target Date, mutual fund, 25% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Capital Group · Mutual fund Target-date, 10 vintages | $864K | 25.0% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $459K | 13.3% |
| Vanguard Growth Index Fund Admiral Shares Vanguard · Mutual fund Index | $429K | 12.4% |
| Stable value fund, Stable Asset Fund A Manager not matched · Insurance contract | $318K | 9.2% |
| Dodge & Cox Income Fund Dodge & Cox · Mutual fund | $299K | 8.6% |
| Vanguard Developed Markets Index Fund Admiral Shares Vanguard · Mutual fund Index | $268K | 7.7% |
| Vanguard Value Index Fund Admiral Shares Vanguard · Mutual fund Index | $218K | 6.3% |
| Pioneer Strategic Income Fund: Class Y Victory Capital · Mutual fund | $155K | 4.5% |
| Vanguard Mid-Cap Value Index Fund Admiral Shares Vanguard · Mutual fund Index | $101K | 2.9% |
| Vanguard Small-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $96K | 2.8% |
No lineup changes between the 2024 and 2025 filings.
Stable value and insurance contract lines, renames and class changes are not counted.
Changes of at least $250K and 0.1% of the plan between the 2024 and 2025 filings. Values are year-end holdings, not money moved.
Covers 71,097 large plans that list their funds in their annual filing. Updated Nov 3, 2026. Shares describe these plans, not the whole market.
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.
The auditor signed off without reservation. This is the cleanest opinion.