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 GROUP2 years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $42,337 |
Service code 27 · EIN 46-3874175 | Advisory (Plan) | $20,379 |
6 funds of $250K or more; 19 lines in all, holding $10.0M of the plan's $10.3M. From the 2025 filing. Recordkeeper: Human Interest Advisor.
| Fund | Dollars | % of funds% |
|---|---|---|
| Schwab Total Stock Market Index Fund Charles Schwab · Mutual fund Index | $5.2M | 51.5% |
| Fidelity International Index Fund Fidelity (FMR) · Mutual fund Index | $1.6M | 15.8% |
| Vanguard Total Bond Market Index Fund Admiral Shares Vanguard · Mutual fund Index | $1.3M | 12.9% |
| Standard Stable Asset Fund D Manager not matched · Stable value Stable value | $766K | 7.6% |
| Vanguard Growth Index Fund Admiral Shares Vanguard · Mutual fund Index | $448K | 4.5% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $286K | 2.9% |
| Vanguard Emerging Markets Stock Index Fund Admiral Shares Vanguard · Mutual fund Index | $217K | 2.2% |
| Vanguard Mid-Cap Growth Index Admira N/r Vanguard · Mutual fund Index | $45K | 0.4% |
| Vanguard Value Index Fund Admiral Shares Vanguard · Mutual fund Index | $44K | 0.4% |
| Vanguard Balanced Index Fund Admiral Shares Vanguard · Mutual fund Index | $42K | 0.4% |
Added 1 fund.
| Fund | Year-end value |
|---|---|
| AddedFidelity International Index Fund | $1.6M |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 1 stable value or insurance line, 3 renames.
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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.