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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP1 year Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $89,043 |
16 funds of $250K or more; 17 lines in all, holding $42.8M of the plan's $44.2M. From the 2025 filing. Recordkeeper: Minnesota Life Insurance.
| Fund | Dollars | % of funds% |
|---|---|---|
| JPMorgan Large Cap Growth JPMorgan · Insurance contract | $8.1M | 18.9% |
| iShares S&P 500 Index Fund Service Shares BlackRock · Insurance contract Index | $6.0M | 14.0% |
| T. Rowe Price US Value Equity T. Rowe Price · Insurance contract | $5.8M | 13.5% |
| DFA International Value Port Dimensional · Insurance contract | $4.1M | 9.7% |
| Vanguard Mid-Cap Growth Index Fund Vanguard · Insurance contract Index | $3.4M | 8.0% |
| Voya Intermediate Bond Fund Voya · Insurance contract | $2.7M | 6.4% |
| ClearBridge International Growth Fund Franklin Templeton · Insurance contract | $2.7M | 6.3% |
| Columbia Limited Duration Credit Fund Ameriprise (Columbia Threadneedle) · Insurance contract | $2.6M | 6.0% |
| River Road Small Cap Value Fund Manager not matched · Insurance contract | $1.9M | 4.4% |
| Vanguard Life Strategy Growth Vanguard · Insurance contract | $1.2M | 2.7% |
Added 3 funds, dropped 1 fund.
| Fund | Year-end value |
|---|---|
| AddediShares S&P 500 Index Fund Service Shares | $6.0M |
| AddedSchwab Fundamental U.S. Large Company Index Fund | $961K |
| DroppedIncluding Maturity Date | $397K |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 6 stable value or insurance lines.
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.
Participant 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.