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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP2 years Service code 12 · EIN 93-1253576 | Direct payment from the plan; Custodi... | $60,113 |
7 funds of $250K or more; 24 lines in all, holding $6.6M of the plan's $6.6M. From the 2025 filing. Recordkeeper: Minnesota Life Insurance.
Target-date series: Vanguard Target Retirement, other, 5% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| iShares S&P 500 Index Fund Service Shares BlackRock · Insurance contract Index | $1.6M | 23.9% |
| Fidelity Global ex U.S. Index Fund Fidelity (FMR) · Insurance contract Index | $1.1M | 17.4% |
| JPMorgan Large Cap Growth JPMorgan · Insurance contract | $584K | 8.9% |
| VGD Extended Mkt Index Adm Manager not matched · Insurance contract Index | $565K | 8.6% |
| Vanguard Target Retirement Vanguard · Insurance contract Target-date, 4 vintages | $359K | 5.4% |
| Vanguard Mid-Cap Index Fund Admiral Shares Vanguard · Insurance contract Index | $255K | 3.9% |
| Colmb Glbl Tech Gr Manager not matched · Insurance contract | $252K | 3.8% |
| ClearBridge Intl Gr A Franklin Templeton · Insurance contract | $236K | 3.6% |
| Vanguard Equity Income Fund Admiral Shares Vanguard · Insurance contract | $228K | 3.5% |
| Vanguard Total Bond Market Index Fund Admiral Shares Vanguard · Insurance contract Index | $209K | 3.2% |
Added 1 fund.
| Fund | Year-end value |
|---|---|
| AddediShares S&P 500 Index Fund Service Shares | $1.6M |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 1 stable value or insurance line.
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 61,314 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
Employer contribution per participant 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.