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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP11+ years Service code 12 · EIN 93-1253576 | Custodial (other than securities); Cl... | $19,830 |
OSAIC WEALTH INC1 year Filed as: OSAIC WEALTH, INC. Service code 27 · EIN 93-0987232 | Advisory (Plan) | $8,438 |
Service code 13 · EIN 13-3689044 | Contract Administrator | $7,421 |
TAG RESOURCES, LLC1 year Filed as: ADMIN GROUP, LLC DBA TAG RESOURCES Service code 15 · EIN 42-1484983 | Recordkeeping | $6,198 |
Filed as: SWBC INVESTMENT SERVICES, LLC Service code 27 · EIN 74-2606915 | Advisory (Plan) | $858 |
Filed as: TRANSAMERICA TRUST COMPANY Service code 21 · EIN 42-0947998 | Bank Trustee | $13 |
7 funds of $250K or more; 16 lines in all, holding $6.5M of the plan's $6.7M. From the 2024 filing. Recordkeeper: Not identified.
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Total Bond Market Index Fund Vanguard · Mutual fund Index | $1.7M | 26.4% |
| Standard Stable Asset Fund Group Annuity Contract StanCorp (Meiji Yasuda) · Insurance contract | $1.0M | 15.8% |
| Vanguard 500 Index Fund Vanguard · Mutual fund Index | $1.0M | 15.5% |
| Vanguard Total International Stock Index Fund Vanguard · Mutual fund Index | $846K | 13.0% |
| Vanguard Growth Index Fund Vanguard · Mutual fund Index | $556K | 8.5% |
| JP Morgan Equity Income JPMorgan · Other | $504K | 7.7% |
| Vanguard Small-Cap Index Fund Vanguard · Mutual fund Index | $287K | 4.4% |
| Neuberger Mid Cap Growth Fund Neuberger Berman · Mutual fund | $180K | 2.8% |
| Vanguard Mid-Cap Value Index Fund Vanguard · Mutual fund Index | $175K | 2.7% |
| Vanguard Balanced Index Fund Vanguard · Mutual fund Index | $134K | 2.0% |
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.
Annual investment return is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Plan reported a final filing / termination within the last year.
The auditor signed off without reservation. This is the cleanest opinion.