Filings through .
See peer percentile detail with Pro.
Pro shows the percentile for each metric against plans of the same size and industry. Free for 7 days, no card. Then $49 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP11+ years Service code 12 · EIN 93-1253576 | Custodial (other than securities); Cl... | $66,695 |
FIRST NATIONAL TRUST COMPANY11+ years Service code 27 · EIN 20-0433578 | Advisory (Plan) | $32,863 |
11 funds of $250K or more; 13 lines in all, holding $11.0M of the plan's $11.1M. From the 2025 filing. Recordkeeper: Not identified.
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $2.0M | 18.0% |
| Fidelity Large Cap Growth Index Fund Fidelity (FMR) · Mutual fund Index | $1.6M | 14.1% |
| Dodge & Cox Income Fund Dodge & Cox · Mutual fund | $1.5M | 13.7% |
| Eupac Fund Capital Group · Mutual fund | $1.3M | 11.9% |
| Putnam Large Cap Value Fund Franklin Templeton · Mutual fund | $1.0M | 9.3% |
| Vanguard Balanced Index Fund Admiral Shares Vanguard · Mutual fund Index | $872K | 7.9% |
| Insurance Contracts at Contract Standard Stable Asset A Manager not matched · Insurance contract | $831K | 7.5% |
| Neuberger Mid Cap Growth Fund Neuberger Berman · Mutual fund | $553K | 5.0% |
| U.S. Targeted Value Portfolio - Institutional Class Dimensional · Mutual fund | $502K | 4.5% |
| MFS Mid Cap Value Fund MFS (Sun Life) · Mutual fund | $474K | 4.3% |
No lineup changes between the 2024 and 2025 filings.
Stable value and insurance contract lines, renames and class changes are not counted.
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 61,314 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.