Filings through .
Filed November 29, 2017
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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP6 years Filed as: STANCORP FINANCIAL GROUP, INC., Service code 10 · EIN 93-1253576 | Accounting | $16,358 |
Service code 27 · EIN 91-1543805 | Advisory (Plan) | $4,469 |
BENEFITS2 ADMINISTRATORS LLC2 years Service code 13 · EIN 92-1664169 | Contract Administrator | $1,501 |
Service code 19 · EIN 25-1838406 | Securities Custodian | $0 |
2 funds of $250K or more; 12 lines in all, holding $1.3M of the plan's $1.3M. From the 2024 filing. Recordkeeper: Not identified.
| Fund | Dollars | % of funds% |
|---|---|---|
| Schwab Total Stock MKT Index Charles Schwab · Separate account Index | $531K | 42.4% |
| Vanguard Tot Bond Mkt Index Adm Vanguard · Separate account Index | $292K | 23.3% |
| Standard Stable Asset A Manager not matched · Insurance contract | $165K | 13.2% |
| Fidelity International Index Fidelity (FMR) · Separate account Index | $158K | 12.6% |
| JP Morgan Large Gap JPMorgan · Separate account | $47K | 3.7% |
| Vanguard Emerg Mkt Stk Index Vanguard · Separate account Index | $17K | 1.4% |
| Vanguard Balanced Index Fund Vanguard · Separate account Index | $13K | 1.1% |
| JPMorgan US Equity R6 JPMorgan · Separate account | $11K | 0.9% |
| Schwab Small-Cap Index Fund Charles Schwab · Separate account Index | $8K | 0.7% |
| Vanguard Equity-Income Adm Vanguard · Separate account | $7K | 0.6% |
Covers 60,908 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
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.