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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GLOBAL RETIREMENT PARTNERS, LLC Service code 27 · EIN 47-1411118 | Advisory (Plan) | $17,197 |
STANCORP FINANCIAL GROUP2 years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $15,751 |
11 funds of $250K or more; 18 lines in all, holding $13.3M of the plan's $13.6M. From the 2025 filing. Recordkeeper: Minnesota Life Insurance.
Target-date series: Vanguard Target Retirement, other, 77% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Insurance contract Target-date, 12 vintages | $10.3M | 76.9% |
| Fidelity 500 Index Fidelity (FMR) · Insurance contract Index | $1.3M | 9.4% |
| MFS Intl Diversification MFS (Sun Life) · Insurance contract | $522K | 3.9% |
| AB Large Cap Growth Advance AllianceBernstein · Insurance contract | $518K | 3.9% |
| Putnam Stable Value Fund Franklin Templeton · Insurance contract | $242K | 1.8% |
| Large Cap Growth II CIT R1 Manager not matched · Insurance contract | $93K | 0.7% |
| Vanguard Explorer Admiral Vanguard · Insurance contract | $79K | 0.6% |
| Fidelity Small Cap Index Fidelity (FMR) · Insurance contract Index | $74K | 0.6% |
| Fidelity Total International Index Fund Fidelity (FMR) · Insurance contract Index | $68K | 0.5% |
| JP Morgan Core Plus Bond JPMorgan · Insurance contract | $63K | 0.5% |
No lineup changes between the 2024 and 2025 filings.
Stable value and insurance contract lines, renames and class changes are not counted.
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 60,908 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.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.