Filings through .
See peer percentile detail with Pro.
Pro shows the percentile for each metric against plans of the same size and industry. Free for 7 days, no card. Then $49 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP11+ years Service code 12 · EIN 93-1253576 | Direct payment from the plan; Recordk... | $27,839 |
BAKER TILLY US, LLP1 year Filed as: BAKER TILLLY, US Service code 10 · EIN 30-1413443 | Accounting | $3,429 |
17 funds of $250K or more; 19 lines in all, holding $32.2M of the plan's $32.8M. From the 2025 filing. Recordkeeper: Not identified.
Target-date series: Vanguard Target Retirement, mutual fund, 1% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $6.0M | 18.8% |
| T. Rowe Price Blue Chip Growth Portfolio T. Rowe Price · Mutual fund | $4.7M | 14.8% |
| Vanguard Equity Income Fund Admiral Shares Vanguard · Mutual fund | $4.3M | 13.4% |
| Eupac Fund Class R-4 Capital Group · Mutual fund | $3.6M | 11.0% |
| Standard Fully benefit-responsive investment contract - Standard Stable Asset Fund A StanCorp (Meiji Yasuda) · Insurance contract | $2.3M | 7.2% |
| Vanguard Mid-Cap Growth Index Fund Admiral Shares Vanguard · Mutual fund Index | $1.7M | 5.2% |
| Vanguard Mid-Cap Value Index Fund Admiral Shares Vanguard · Mutual fund Index | $1.5M | 4.6% |
| Vanguard Explorer Fund Admiral Shares Vanguard · Mutual fund | $1.3M | 3.9% |
| American Beacon Small CP Val Inv N/R American Beacon (Resolute) · Other | $1.2M | 3.8% |
| Dodge & Cox Income Fund Class I Dodge & Cox · Mutual fund | $1.0M | 3.2% |
Added 1 fund, dropped 1 fund.
| Fund | Year-end value |
|---|---|
| AddedVanguard Explorer Fund Admiral Shares | $1.3M |
| DroppedT. Rowe Price | $1.2M |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 1 stable value or insurance line, 1 rename.
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.