Filings through .
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| Provider | Service type | Compensation |
|---|---|---|
FIRST FINANCIAL BANK3 years Service code 27 · EIN 31-0308605 | Advisory (Plan) | $26,293 |
STANCORP FINANCIAL GROUP4 years Service code 12 · EIN 93-1253576 | Custodial (other than securities); Cl... | $21,906 |
9 funds of $250K or more; 13 lines in all, holding $12.0M of the plan's $12.2M. From the 2025 filing. Recordkeeper: Not identified.
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Total International Bond Index Fund Vanguard · Mutual fund Index | $3.3M | 27.9% |
| Vanguard 500 Index Fund Vanguard · Mutual fund Index | $1.8M | 15.2% |
| Standard Stable Asset Fund Manager not matched · Stable value Stable value | $1.7M | 14.6% |
| Vanguard Total International Stock Index Fund Vanguard · Mutual fund Index | $1.5M | 12.6% |
| MFS Growth Fund MFS (Sun Life) · Mutual fund | $1.0M | 8.6% |
| JPMorgan Equity Income Fund JPMorgan · Mutual fund | $860K | 7.2% |
| Vanguard Balanced Index Fund Vanguard · Mutual fund Index | $582K | 4.8% |
| Vanguard Small-Cap Index Fund Vanguard · Mutual fund Index | $475K | 4.0% |
| Borrower, Lessor, or Manager not matched · Other | $309K | 2.6% |
| Carillon Eagle Mid Cap Growth Fund Raymond James · Mutual fund | $244K | 2.0% |
No lineup changes between the 2024 and 2025 filings.
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 61,314 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
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.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.