Filings through .
4 of 18 flags tripped on the 2025 filing.
Corrective distributions
Plan reported corrective distributions (failed ADP/ACP testing).
Low participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Low returns
Annual investment return is in the bottom quintile of the peer cohort.
Few collective trusts
0% of fund dollars in collective trusts, which often cost less than the same strategy as a mutual fund.
This section compares the plan with plans of the same size, type and industry, and shows how it moved year over year.
We rank each metric against plans of the same size, type and industry.
Peer percentiles for 6 metrics are on Pro. Pro is free for 7 days and then costs $49 a month.
Showing the 2025 filing, 1 of 10 years on record. Charts need 3 years.
Older filings: assets, participants, contributions and return for each year are on Pro.
9 more years of history are on Pro. Pro is free for 7 days and then costs $49 a month.
$31K in admin expenses, $164 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
1 fund of $250K or more; 42 lines in all, holding $2.8M of the plan's $3.6M. Recordkeeper: not identified.
Target-date series: JPMorgan SmartRetirement, mutual fund, 24% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| JPMorgan SmartRetirement JPMorgan · Mutual fund Target-date, 8 vintages | $664K | 24.0% |
| T. Rowe Price Blue Chip Growth Fund, Inc. T. Rowe Price Blue Chip Growth Fund-I Class T. Rowe Price · Mutual fund | $397K | 14.3% |
| The Standard Stable Asset Fund A Manager not matched · Insurance contract | $210K | 7.6% |
| Vanguard Equity Income Fund Admiral Shares Vanguard · Mutual fund | $203K | 7.3% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $193K | 7.0% |
| Western Asset Core Plus Bond Fund Class I Franklin Templeton · Mutual fund | $122K | 4.4% |
| Growth Portfolio Fidelity (FMR) · Mutual fund | $116K | 4.2% |
| Janus Henderson Enterprise Fund Class N Janus Henderson · Mutual fund | $102K | 3.7% |
| Lvip Ssga S&P 500 Index State Street (SSgA) · Mutual fund Index | $101K | 3.6% |
| Vanguard Mid-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $97K | 3.5% |
| Fund | Manager | Vehicle | Dollars | % of funds |
|---|---|---|---|---|
| Name available on Pro | Dollar amount available on Pro | Percentage available on Pro | ||
| Name available on Pro | Dollar amount available on Pro | Percentage available on Pro | ||
| Name available on Pro | Dollar amount available on Pro | Percentage available on Pro |
32 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
32 more lines in this lineup are on Pro. Pro is free for 7 days and then costs $49 a month.
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.
This section shows who is paid to serve the plan, who audits it and who signs the filing.
Top 1 by compensation.
| Provider | Compensation |
|---|---|
STANCORP FINANCIAL GROUP10+ years Service code 12 · EIN 93-1253576 Direct payment from the plan; Recordk... | $25,118 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
6 feature codes on the 2025 filing.
Filed October 13, 2026.
Total covered: 5 employees
Street address, email and phone are on Pro. Pro is free for 7 days and then costs $49 a month.
3 contacts
Phone and email for the top hat administrator are on Pro.
10 filings · 2016 to 2025