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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP5 years Service code 12 · EIN 93-1253576 | Consulting fees; Claims processing; C... | $73,241 |
Service code 27 · EIN 86-0812057 | Advisory (Plan) | $24,207 |
7 funds of $250K or more; 13 lines in all, holding $5.9M of the plan's $5.9M. From the 2025 filing. Recordkeeper: Not identified.
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity U.S. Bond Index Fund Fidelity (FMR) · Mutual fund Index | $1.3M | 21.3% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $1.1M | 18.6% |
| Fidelity Inter Index Fund Fidelity (FMR) · Mutual fund Index | $1.0M | 17.4% |
| Standard Ins Co Stable Asset Fund Manager not matched · Stable value Stable value | $619K | 10.4% |
| Vanguard Equity Income Fund Admiral Shares Vanguard · Mutual fund | $615K | 10.4% |
| MFS Growth Fund R6 MFS (Sun Life) · Mutual fund | $567K | 9.6% |
| Vanguard Small-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $328K | 5.5% |
| Wells Fargo Advantage Spec Mid Cap Val R6 Allspring · Mutual fund | $197K | 3.3% |
| JPMorgan Mid Cap Growth Fund Class R6 JPMorgan · Mutual fund | $185K | 3.1% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund Index | $10K | 0.2% |
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 71,097 large plans that list their funds in their annual filing. Updated Nov 3, 2026. Shares describe these plans, not the whole market.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer 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.