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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP3 years Service code 12 · EIN 93-1253576 | Custodial (other than securities); Re... | $23,202 |
FIRST NATIONAL TRUST COMPANY3 years Service code 27 · EIN 20-0433578 | Advisory (Plan) | $21,113 |
7 funds of $250K or more; 11 lines in all, holding $4.8M of the plan's $4.8M. From the 2024 filing. Recordkeeper: MassMutual.
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Intermediate-Term Bond Index Fund Admiral Shares Vanguard · Mutual fund Index | $1.2M | 25.3% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $695K | 14.5% |
| Standard Stable Asset A Manager not matched · Insurance contract | $688K | 14.4% |
| Vanguard Total International Stock Index Fund Admiral Shares Vanguard · Mutual fund Index | $631K | 13.2% |
| T. Rowe Price Balanced Fund, Inc. T. Rowe Price · Mutual fund | $395K | 8.3% |
| Vanguard Value Index Fund Admiral Shares Vanguard · Mutual fund Index | $359K | 7.5% |
| Harbor Capital Appreciation Fund Harbor Capital · Mutual fund | $358K | 7.5% |
| Fidelity Small Cap Index Fund Fidelity (FMR) · Mutual fund Index | $205K | 4.3% |
| Vanguard Mid-Cap Value Index Fund Admiral Shares Vanguard · Mutual fund Index | $125K | 2.6% |
| MFS Mid Cap Growth Fund (RS) MFS (Sun Life) · Mutual fund | $119K | 2.5% |
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.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.