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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP10+ years Service code 12 · EIN 93-1253576 | Custodial (other than securities); Di... | $94,900 |
20 funds of $250K or more; 22 lines in all, holding $49.3M of the plan's $50.3M. From the 2025 filing. Recordkeeper: Not identified.
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $10.6M | 21.5% |
| JPMorgan Large Cap Growth Fund Class R6 JPMorgan · Mutual fund | $4.9M | 10.0% |
| Vanguard Total Bond Market Index Fund Admiral Shares Vanguard · Mutual fund Index | $4.5M | 9.1% |
| Vanguard Total International Stock Index Fund Admiral Shares Vanguard · Mutual fund Index | $4.1M | 8.2% |
| Vanguard Growth Index Fund Admiral Shares Vanguard · Mutual fund Index | $3.4M | 7.0% |
| Fully benefit-responsive investment contracts, at contract value: The Standard Stable Asset A Manager not matched · Insurance contract | $3.4M | 6.9% |
| JPMorgan U.S. Equity Fund Class A JPMorgan · Mutual fund | $2.6M | 5.3% |
| Vanguard Value Index Fund Admiral Shares Vanguard · Mutual fund Index | $2.5M | 5.1% |
| NEW Perspective Fund Class R-6 Capital Group · Mutual fund | $2.2M | 4.4% |
| John Hancock Bond Fund Class R6 John Hancock (Manulife) · Mutual fund | $1.8M | 3.7% |
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.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.