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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP11+ years Service code 12 · EIN 93-1253576 | Direct payment from the plan; Recordk... | $56,797 |
22 funds of $250K or more; 24 lines in all, holding $77.4M of the plan's $84.5M. From the 2025 filing. Recordkeeper: Not identified.
Target-date series: Vanguard Target Retirement, mutual fund, 8% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Par or Maturity Value Value Pooled Separate Accounts Manager not matched · Separate account | $15.9M | 20.5% |
| Standard Stable Asset A Manager not matched · Insurance contract | $8.9M | 11.5% |
| MFS International Diversification Fund R6 MFS (Sun Life) · Mutual fund | $8.1M | 10.4% |
| Nyli Winslow Large Cap Growth I TIAA (Nuveen) · Other | $7.6M | 9.8% |
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 9 vintages | $6.3M | 8.2% |
| Vanguard Equity Income Fund Admiral Shares Vanguard · Mutual fund | $5.2M | 6.8% |
| Virtus Zevenbergen Technology I Virtus · Other | $4.8M | 6.2% |
| Principal MidCap R6 Principal · Mutual fund | $4.1M | 5.2% |
| T. Rowe Price Comm & Tech T. Rowe Price · Mutual fund | $2.9M | 3.8% |
| Vanguard Mid-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $2.8M | 3.6% |
Added 4 funds, dropped 3 funds.
| Fund | Year-end value |
|---|---|
| AddedPar or Maturity Value Value Pooled Separate Accounts | $15.9M |
| DroppedValue SIC Pooled Separate Acco | $13.3M |
| DroppedT. Rowe Price | $5.1M |
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.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.