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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP4 years Service code 12 · EIN 93-1253576 | Claims processing; Custodial (other t... | $12,194 |
4 funds of $250K or more; 14 lines in all, holding $3.6M of the plan's $7.9M. From the 2024 filing. Recordkeeper: Not identified.
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity International Index Fund Fidelity (FMR) · Mutual fund Index | $1.0M | 29.1% |
| Vanguard Total Bond Market Index Fund Admiral Shares Vanguard · Mutual fund Index | $833K | 23.4% |
| Vanguard Growth Index Fund Admiral Shares Vanguard · Mutual fund Index | $634K | 17.8% |
| Standard Standard Stable Asset C Fund at contract value StanCorp (Meiji Yasuda) · Insurance contract | $485K | 13.6% |
| Vanguard Emerging Markets Stock Index Fund Admiral Shares Vanguard · Mutual fund | $131K | 3.7% |
| Vanguard Mid-Cap Growth Index Fund Admiral Shares Vanguard · Mutual fund Index | $127K | 3.6% |
| Vanguard Small-Cap Growth Index Fund Admiral Shares Vanguard · Mutual fund Index | $111K | 3.1% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund Index | $73K | 2.1% |
| Schwab Small-Cap Index Fund Charles Schwab · Mutual fund Index | $54K | 1.5% |
| Vanguard Value Index Fund Admiral Shares Vanguard · Mutual fund Index | $39K | 1.1% |
Covers 70,940 large plans that list their funds in their annual filing. Updated Nov 3, 2026. Shares describe these plans, not the whole market.
Annual investment return is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Plan reported a final filing / termination within the last year.
The auditor signed off without reservation. This is the cleanest opinion.