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 |
|---|---|---|
STANCORP FINANCIAL GROUP7+ years Service code 12 · EIN 93-1253576 | Custodial (other than securities); Cl... | $46,138 |
LPL FINANCIAL5 years Filed as: LPL FINANCIAL CORPORATION RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $22,476 |
6 funds of $250K or more; 18 lines in all, holding $3.3M of the plan's $3.3M. From the 2024 filing. Recordkeeper: Not identified.
| Fund | Dollars | % of funds% |
|---|---|---|
| Dodge & Cox Income Fund Class I Dodge & Cox · Mutual fund | $739K | 22.5% |
| Vanguard Ftse Social Index Fund Admiral Shares Vanguard · Mutual fund Index | $581K | 17.7% |
| MFS International Diversification Fund R3 MFS (Sun Life) · Mutual fund Possible retail class R3 | $500K | 15.3% |
| Stable Value Fund Manager not matched · Insurance contract | $363K | 11.1% |
| JPMorgan Large Cap Growth Fund Class R6 JPMorgan · Mutual fund | $323K | 9.9% |
| Vanguard Value Index Fund Admiral Shares Vanguard · Mutual fund Index | $305K | 9.3% |
| Columbia Small Cap Value Discovery Fund Institutional 2 Class Ameriprise (Columbia Threadneedle) · Mutual fund | $169K | 5.2% |
| Nuveen Mid Cap Value Fund Class I TIAA (Nuveen) · Mutual fund | $113K | 3.5% |
| Carillon Eagle Mid Cap Growth Fund Class A Raymond James · Mutual fund Possible retail class A | $101K | 3.1% |
| American Balanced Fund R6 Manager not matched · Mutual fund | $21K | 0.6% |
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.
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Plan reported a final filing / termination within the last year.
The auditor signed off without reservation. This is the cleanest opinion.