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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP1 year Service code 15 · EIN 93-1253576 1100 SW SIXTH AVENUE · PORTLAND, OR 97204 | Recordkeeping | $41,026 |
PROACCOUNT2 years Service code 15 · EIN 73-0988442 10 W NATIONWIDE BLVD · COLUMBUS, OH 43215 | Recordkeeping | $33,828 |
CECILCO1 year Filed as: CECIL BENEFITS GROUP Service code 27 · EIN 75-2452820 14881 QUORUM DRIVE, SUITE 340 · DALLAS, TX 75254 | Advisory (Plan) | $28,141 |
CECILCO11+ years Service code 13 · EIN 75-2452820 14881 QUORUM DRIVE · DALLAS, TX 75254 | Contract Administrator | $14,457 |
STADION MONEY MANAGEMENT1 year Filed as: STADION MONEY MANAGEMENT, LLC Service code 26 · EIN 45-1564286 1061 CLIFF DAWSON ROAD · WATKINSVILLE, GA 30677 | Advisory (Participants) | $8,706 |
NATIONWIDE1 year Filed as: NATIONWIDE INSURANCE Service code 15 | Recordkeeping | $7,091 |
NATIONWIDE11+ years Service code 15 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $0 |
15 funds of $250K or more; 21 lines in all, holding $14.6M of the plan's $20.2M. From the 2025 filing. Recordkeeper: Stancorp Financial Group.
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity 500 Index Fund Fidelity (FMR) · Separate account Index | $2.2M | 15.3% |
| American Funds Bond Fund of Amer R6 Capital Group · Separate account | $1.7M | 11.9% |
| Vanguard Total Bond Market Index Fund Admiral Shares Vanguard · Separate account Index | $1.4M | 9.9% |
| Vanguard Total International Stock Index Fund Admiral Shares Vanguard · Separate account Index | $1.4M | 9.7% |
| Eupac Fund Class R-6 Capital Group · Separate account | $1.3M | 9.1% |
| MFS Value Fund R6 MFS (Sun Life) · Separate account | $1.3M | 8.7% |
| MFS Growth Fund R6 MFS (Sun Life) · Separate account | $1.3M | 8.6% |
| Janus Henderson Triton Fund Class N Janus Henderson · Separate account | $427K | 2.9% |
| U.S. Targeted Value Portfolio - Institutional Class Dimensional · Separate account | $425K | 2.9% |
| Fidelity Puritan Fund Fidelity (FMR) · Separate account | $395K | 2.7% |
Added 6 funds, dropped 9 funds, likely replaced 4 funds. Changed share class on 2 funds. Changed vehicle on 2 funds.
| Fund | Year-end value |
|---|---|
| DroppedNw Gov Mny Mkt Inv | $3.7M |
| Other vehicle moveFidelity 500 Indx Insprm to Fidelity 500 Index Fundseparate account to mutual fund | $1.1M to $2.2M |
| ReplacedHighFidelity U.S. Bond Index Fund to American Funds Bond Fund of Amer R6 | $582K to $1.7M |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 1 stable value or insurance line, 1 rename.
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 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 2026. Shares describe these plans, not the whole market.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return 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.