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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP4 years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $133,842 |
PINNACLE PENSION SERVICES8 years Filed as: PINNACLE PENSION CONSULTANTS, LLC Service code 63 1492 HIGHLAND AVENUE, SUITE 9 · NEEDHAM, MA 02492 | 12b-1 Fees | $23,983 |
Service code 27 88 BOYD AVENUE · EAST PROVIDENCE, RI 02914 | Advisory (Plan) | $11,427 |
13 funds of $250K or more; 14 lines in all, holding $20.3M of the plan's $20.8M. From the 2024 filing. Recordkeeper: Capital Group.
Target-date series: T. Rowe Price Retirement, mutual fund, 86% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| T. Rowe Price Retirement T. Rowe Price · Mutual fund Target-date, 12 vintages | $17.4M | 85.6% |
| Great Gray Large Cap Growth Fund II Manager not matched · Collective trust | $1.0M | 5.1% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $613K | 3.0% |
| MFS International Diversification Fund MFS (Sun Life) · Mutual fund | $421K | 2.1% |
| JPMorgan Equity Income Fund JPMorgan · Mutual fund | $193K | 1.0% |
| The Standard's Stable Asset Fund Manager not matched · Insurance contract | $149K | 0.7% |
| MFS Mid Cap Value Fund MFS (Sun Life) · Mutual fund | $112K | 0.6% |
| Undiscovered Managers Behavioral Value Fund JPMorgan · Mutual fund | $89K | 0.4% |
| PIMCO Income Fund PIMCO (Allianz) · Mutual fund | $73K | 0.4% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund Index | $71K | 0.4% |
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.
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).
The auditor signed off without reservation. This is the cleanest opinion.