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 |
|---|---|---|
STANDARD FINANCIAL GROUP1 year Filed as: THE STANDARD INSURANCE CO Service code 15 · EIN 93-1253576 | Recordkeeping | $14,097 |
Filed as: JOHN HANCOCK LIFE INSURANCE CO Service code 15 · EIN 01-0233346 P O BOX 600 · BUFFALO VILLAGE, NY 142010600 | Recordkeeping | $13,417 |
Service code 49 · EIN 39-1444845 | Other Services | $4,260 |
11 funds of $250K or more; 22 lines in all, holding $14.8M of the plan's $15.1M. From the 2025 filing. Recordkeeper: Standard Financial Group.
| Fund | Dollars | % of funds% |
|---|---|---|
| eee Eee eee EN OSE LE) RUFrent Value Mutual Funds Manager not matched · Mutual fund | $2.9M | 19.6% |
| Fidelity 500 Index Fund Fidelity (FMR) · Insurance contract Index | $2.2M | 15.0% |
| Fidelity Advisor International Capital Appreciation Fund Class I Fidelity (FMR) · Insurance contract | $1.7M | 11.6% |
| Standard Apex Stable Value Fund DA-4 StanCorp (Meiji Yasuda) · Insurance contract | $1.7M | 11.2% |
| Standard Insurance Company Fidelity Large Cap Growth Index Fund Fidelity (FMR) · Insurance contract Index | $1.5M | 9.8% |
| Standard Insurance Company American Balanced Fund StanCorp (Meiji Yasuda) · Insurance contract | $1.2M | 8.3% |
| Vanguard Value Index Fund Admiral Shares Vanguard · Insurance contract Index | $1.2M | 8.2% |
| Standard Insurance Company DFA U.S. Small Cap Fund Dimensional · Insurance contract | $627K | 4.2% |
| Vanguard Mid-Cap Value ETF Vanguard · Insurance contract | $408K | 2.8% |
| Eagle Mid Cap Growth Fund Raymond James · Insurance contract | $329K | 2.2% |
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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.