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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP2 years Service code 12 · EIN 93-1253576 | Direct payment from the plan; Claims ... | $124,641 |
SAGEVIEW ADVISORY GROUP, LLC2 years Filed as: SAGEVIEW ADVISORY GROUP Service code 27 · EIN 33-0818667 | Advisory (Plan) | $44,950 |
PENSION ASSURANCE LLP1 year Filed as: PENSION ASSURANCE, LLP Service code 10 · EIN 30-0840934 | Accounting | $17,800 |
13 funds of $250K or more; 16 lines in all, holding $13.8M of the plan's $14.3M. From the 2024 filing. Recordkeeper: Stancorp Financial Group.
Target-date series: Nuveen Lifecycle Index, other, 27% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Nuveen Lifecycle Index TIAA (Nuveen) · Insurance contract Target-date, 9 vintages | $3.8M | 27.2% |
| Standard Securian AM S&P 500 Index Securian · Insurance contract Index | $3.5M | 25.1% |
| Fidelity Global ex U.S. Index Fund Fidelity (FMR) · Insurance contract Index | $1.8M | 13.3% |
| Vanguard Extended Market Index Fund Admiral Shares Vanguard · Insurance contract Index | $1.2M | 8.9% |
| Vanguard Total Bond Market Index Fund Admiral Shares Vanguard · Insurance contract Index | $990K | 7.2% |
| Vanguard Intermediate-Term Bond Index Fund Admiral Shares Vanguard · Insurance contract Index | $980K | 7.1% |
| Standard Securian AM Money Market Securian · Insurance contract | $548K | 4.0% |
| JPMorgan Large Cap Growth JPMorgan · Insurance contract | $446K | 3.2% |
| Schwab Fundamental U.S. Large Company Index Fund Charles Schwab · Insurance contract Index | $181K | 1.3% |
| Pgim Total Return Bond Fund Class Z Prudential (PGIM) · Insurance contract | $133K | 1.0% |
Covers 61,314 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.