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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP3 years Service code 12 · EIN 93-1253576 | Claims processing; Custodial (other t... | $34,288 |
Filed as: ANGELL PENSION GROUP Service code 70 | Consulting Fees | $18,483 |
12 funds of $250K or more; 19 lines in all, holding $8.9M of the plan's $9.2M. From the 2024 filing. Recordkeeper: Transamerica (Aegon).
Target-date series: MFS Lifetime, mutual fund, 59% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| MFS Lifetime MFS (Sun Life) · Mutual fund Target-date, 10 vintages | $5.2M | 59.0% |
| T. Rowe Price Blue Chip Growth Fund, Inc. T. Rowe Price Blue Chip Growth Fund-I Class T. Rowe Price · Mutual fund | $650K | 7.3% |
| Insurance Fund Standard The Standard Stable Asset Fund A Manager not matched · Insurance contract | $504K | 5.7% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $476K | 5.4% |
| BlackRock High Yield Portfolio BlackRock · Mutual fund | $416K | 4.7% |
| MFS International Diversification R6 N/R MFS (Sun Life) · Mutual fund | $272K | 3.1% |
| Victory Sycamore Established Value Fund Class R Victory Capital · Mutual fund | $226K | 2.5% |
| Columbia Dividend Income Fund Institutional 3 Class Ameriprise (Columbia Threadneedle) · Mutual fund | $176K | 2.0% |
| New World Fund (R6) Capital Group · Mutual fund | $163K | 1.8% |
| Janus Henderson Triton Fund Class T Janus Henderson · Mutual fund | $157K | 1.8% |
See the other 9 lines in this lineup with Solo.
Solo shows every fund in this plan's lineup and every change since the prior filing. $4.99 for your first month, then $34.99 a month. Cancel any time.
Covers 60,908 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,196 | $78,485-59.0% | $106,213-69.7% | $74,495-56.8% |
| Participation rate | 92.5% | 72.8%+19.6pp | 75.3%+17.2pp | 67.2%+25.3pp |
| Annual return | 16.41% | 15.95%+0.5pp | 116.14%-99.7pp | 1364.94%-1348.5pp |
| Employer contribution / active EE | $3,534 | $2,523+40.1% | $3,171+11.4% | $2,623+34.7% |
| Participant deferral / active EE | $4,412 | $4,322+2.1% | $5,016-12.0% | $4,346+1.5% |
| Admin fee / account holder | $49 | $2,232-97.8% | $11,033-99.6% | $1,942-97.5% |