Filings through .
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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP3 years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $68,768 |
6 funds of $250K or more; 16 lines in all, holding $3.5M of the plan's $3.7M. From the 2025 filing. Recordkeeper: Not identified.
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $736K | 21.0% |
| Hartford Schr Intl Stock SDR Hartford Funds · Mutual fund | $602K | 17.2% |
| Dodge & Cox Income Fund Dodge & Cox · Mutual fund | $569K | 16.2% |
| JPMorgan Large Cap Growth Fund Class R6 JPMorgan · Mutual fund | $353K | 10.1% |
| Vanguard Windsor II Fund Admiral Shares Vanguard · Mutual fund | $326K | 9.3% |
| Stable Asset D Manager not matched · Insurance contract | $292K | 8.3% |
| Vanguard Small-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $220K | 6.3% |
| Carillon Eagle Mid Cap Growth Fund Class R-6 Raymond James · Mutual fund | $133K | 3.8% |
| Allspring Specl MdCp Val Ins Allspring · Mutual fund | $119K | 3.4% |
| Schwab Fundamental International Equity Index Fund Charles Schwab · Mutual fund Index | $38K | 1.1% |
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 71,097 large plans that list their funds in their annual filing. Updated Nov 3, 2026. Shares describe these plans, not the whole market.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.