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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP11+ years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $17,448 |
14 funds of $250K or more; 21 lines in all, holding $19.9M of the plan's $20.0M. From the 2025 filing. Recordkeeper: Not identified.
| Fund | Dollars | % of funds% |
|---|---|---|
| Invlc Portfolio Manager not matched · Mutual fund | $3.2M | 16.1% |
| Dodge & Cox Income Fund Dodge & Cox · Mutual fund | $3.0M | 15.0% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $2.5M | 12.8% |
| Stable Asset Fund A Manager not matched · Insurance contract | $2.0M | 10.0% |
| International Core Equity 2 Portfolio Institutional Class Dimensional · Mutual fund | $1.6M | 8.0% |
| JP Morgan Large Cap Growth JPMorgan · Other | $1.4M | 7.2% |
| Invsm Portfolio Manager not matched · Mutual fund | $1.1M | 5.3% |
| JP Morgan Equity Income JPMorgan · Other | $999K | 5.0% |
| Reliance Advisory Trust Invfi Manager not matched · Collective trust | $986K | 5.0% |
| Vanguard Balanced Index Fund Vanguard · Mutual fund Index | $635K | 3.2% |
Added 3 funds, dropped 4 funds.
| Fund | Year-end value |
|---|---|
| AddedInvlc Portfolio | $3.2M |
| DroppedReliance Reliance Advisory Trust InvLC Portfolio | $2.9M |
| AddedInvsm Portfolio | $1.1M |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 1 stable value or insurance line, 1 rename.
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.