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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP9 years Service code 12 · EIN 93-1253576 | Custodial (other than securities); Cl... | $88,289 |
17 funds of $250K or more; 25 lines in all, holding $16.2M of the plan's $16.2M. From the 2025 filing. Recordkeeper: Not identified.
Target-date series: Vanguard Target Retirement, other, 58% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Separate account Target-date, 10 vintages | $9.4M | 58.1% |
| iShares S&P 500 Index Fund Class K Shares BlackRock · Separate account Index | $1.2M | 7.7% |
| Pgim Total Return Bond Fund Class Z Prudential (PGIM) · Separate account | $814K | 5.0% |
| JP Morgan Larg Cap Growth R6 JPMorgan · Separate account | $782K | 4.8% |
| Vanguard Developing Markets Index Adm DC Vanguard · Separate account Index | $735K | 4.6% |
| Vanguard Equity Income Fund Admiral Shares Vanguard · Separate account | $615K | 3.8% |
| Guaranteed interest accounts Standard Stable Asset A Manager not matched · Insurance contract | $456K | 2.8% |
| Vanguard Small-Cap Index Fund Admiral Shares Vanguard · Separate account Index | $318K | 2.0% |
| MFS Mid Cap Value Fund R6 MFS (Sun Life) · Separate account | $307K | 1.9% |
| Vanguard International Term Bond Index ADM Vanguard · Separate account Index | $217K | 1.3% |
Added 1 fund, dropped 1 fund.
| Fund | Year-end value |
|---|---|
| AddedVanguard Equity Income Fund Admiral Shares | $615K |
| DroppedVangard Equity Income ADM | $456K |
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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.