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 | Claims processing; Custodial (other t... | $42,085 |
CAPFINANCIAL PARTNERS LLC8 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 10 · EIN 26-0058143 | Accounting | $30,357 |
15 funds of $250K or more; 13 lines in all, holding $17.0M of the plan's $17.2M. From the 2025 filing. Recordkeeper: Not identified.
Target-date series: Vanguard Target Retirement, mutual fund, 32% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 12 vintages | $5.4M | 31.8% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $2.9M | 17.1% |
| Harbor Capital Appreciation Trust Harbor Capital · Collective trust | $2.1M | 12.2% |
| MFS Large Cap Value CIT MFS (Sun Life) · Collective trust | $1.6M | 9.5% |
| Eupac Fund Class R-6 Capital Group · Mutual fund | $1.5M | 8.9% |
| Fidelity Total Bond K6 Fund Fidelity (FMR) · Mutual fund | $1.1M | 6.3% |
| Boston Partners Small Cap Value Fund II Boston Partners · Mutual fund | $828K | 4.9% |
| MFS Mid Cap Growth Fund CT MFS (Sun Life) · Collective trust | $636K | 3.8% |
| The Standard Stable Asset Fund A Manager not matched · Insurance contract | $470K | 2.8% |
| Vanguard Extended Market Index Fund Investor Shares Vanguard · Mutual fund Index | $201K | 1.2% |
Likely replaced 2 funds. Moved 1 fund from mutual fund to collective trust.
| Fund | Year-end value |
|---|---|
| Mutual fund to collective trustHarbor Capital Appreciation Fund Retirement Class to Harbor Capital Appreciation Trust | $1.9M to $2.1M |
| ReplacedHighWells Fargo Special Small Cap Value R6 to Boston Partners Small Cap Value Fund II | $736K to $828K |
| ReplacedHighBlackrock MID CAP Growth Equity Portfolio Class K to MFS Mid Cap Growth Fund CT | $611K to $636K |
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 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 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.)
The auditor signed off without reservation. This is the cleanest opinion.