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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP2 years Service code 12 · EIN 93-1253576 | Claims processing; Custodial (other t... | $62,361 |
8 funds of $250K or more; 19 lines in all, holding $7.4M of the plan's $7.5M. From the 2025 filing. Recordkeeper: Minnesota Life Insurance.
| Fund | Dollars | % of funds% |
|---|---|---|
| International Growth and Income Fund Class R-6 Capital Group · Insurance contract | $1.4M | 19.7% |
| MFS Growth Fund R3 MFS (Sun Life) · Insurance contract | $1.4M | 19.4% |
| Schwab Fundamental U.S. Large Company Index Fund Charles Schwab · Insurance contract Index | $1.4M | 19.1% |
| DFA Inflation-Protected Securities Portfolio - Institutional Class Dimensional · Insurance contract | $726K | 9.9% |
| Janus Henderson Triton Fund Class N Janus Henderson · Insurance contract | $550K | 7.5% |
| DFA U.S. Targeted Value Port Dimensional · Insurance contract | $525K | 7.1% |
| Vanguard Total International Bond Index Fund Admir Vanguard · Insurance contract Index | $361K | 4.9% |
| Fidelity Adv Total Bond I Fidelity (FMR) · Insurance contract | $340K | 4.6% |
| MN Life Guaranteed Return Account Securian · Insurance contract | $171K | 2.3% |
| Intech Institutional U.S.Enhanced Plus Equity Fund Intech · Insurance contract | $157K | 2.1% |
Dropped 2 funds.
| Fund | Year-end value |
|---|---|
| DroppedU.S. Targeted Value Portfolio - Institutional Class | $421K |
| DroppedVanguard Total International Bond Index Fund Admiral Shares | $340K |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 3 stable value or insurance lines.
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 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 2026. Shares describe these plans, not the whole market.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.