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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP2 years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $38,117 |
EVERHART ADVISORS7 years Service code 26 · EIN 31-1440043 | Advisory (Participants) | $28,003 |
Service code 10 · EIN 31-0800053 | Accounting | $12,500 |
CREATIVE RETIREMENT SYSTEMS, INC.11+ years Service code 15 | Recordkeeping | $5,648 |
Filed as: CREATIVE RETIREMENT SYSTEMS Service code 15 · EIN 31-1299207 | Recordkeeping | $0 |
9 funds of $250K or more; 15 lines in all, holding $11.0M of the plan's $11.1M. From the 2024 filing. Recordkeeper: Charles Schwab.
| Fund | Dollars | % of funds% |
|---|---|---|
| Pgim Total Return Bond Fund Class R6 Prudential (PGIM) · Mutual fund | $2.4M | 21.9% |
| Standard Stable Asset A Manager not matched · Insurance contract | $2.0M | 17.9% |
| Schwab S&P 500 Index Fund Charles Schwab · Mutual fund IndexRecordkeeper's own fund | $1.4M | 12.6% |
| American Balanced Fund Class R-6 Capital Group · Mutual fund | $1.3M | 11.7% |
| Equity mutual funds: Vanguard Total International Stock Index Fund Vanguard · Mutual fund Index | $1.1M | 9.9% |
| Fidelity Large Cap Growth Index Fund Fidelity (FMR) · Mutual fund | $931K | 8.5% |
| Vanguard Equity Income Fund Vanguard · Mutual fund | $895K | 8.1% |
| Vanguard Small-Cap Index Fund Vanguard · Mutual fund Index | $352K | 3.2% |
| MFS Mid Cap Value Fund R6 MFS (Sun Life) · Mutual fund | $294K | 2.7% |
| Registered Investment Companies JP Morgan Mid Cap Growth Fund R6 JPMorgan · Mutual fund | $236K | 2.1% |
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.