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| Provider | Service type | Compensation |
|---|---|---|
DEFINITI LLC1+ years Service code 10 · EIN 85-0833363 | Accounting | $30,574 |
LPL FINANCIAL1+ years Filed as: LPL FINANCIAL LLC - RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $16,784 |
STANCORP FINANCIAL GROUP1+ years Service code 12 · EIN 93-1253576 | Claims processing; Custodial (other t... | $13,085 |
2 funds of $250K or more; 20 lines in all, holding $2.2M of the plan's $2.5M. From the 2025 filing. Recordkeeper: Not identified.
| Fund | Dollars | % of funds% |
|---|---|---|
| MFS Value Fund R6 MFS (Sun Life) · Mutual fund | $421K | 18.9% |
| Harbor Capital Appreciation Instl Harbor Capital · Other | $372K | 16.7% |
| PIMCO Income Fund Institutional PIMCO (Allianz) · Mutual fund | $218K | 9.7% |
| John Hancock JHancock Alternative Asset Allocation R6 John Hancock (Manulife) · Mutual fund | $174K | 7.8% |
| Wells Fargo Advantage Spec Mid Cap Val R6 Allspring · Mutual fund | $163K | 7.3% |
| JPMorgan Mid Cap Growth Fund Class R6 JPMorgan · Mutual fund | $123K | 5.5% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $105K | 4.7% |
| JPMorgan Hedged Equity Fund Class R6 JPMorgan · Mutual fund | $88K | 3.9% |
| Putnam Absolute Return 100 R6 Franklin Templeton · Mutual fund | $82K | 3.7% |
| BlackRock High Yield Portfolio Class K Shares BlackRock · Mutual fund | $82K | 3.7% |
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.
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.