Filings through .
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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP8 years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $17,982 |
Filed as: ERICKSON DEMELL & ASSOCIATES, PLLC Service code 19 · EIN 87-1577252 | Securities Custodian | $17,100 |
Filed as: CAMBRIDGE INVESTMENT RESEARCH, INC. Service code 27 · EIN 42-1445429 | Advisory (Plan) | $10,916 |
2 funds of $250K or more; 10 lines in all, holding $2.1M of the plan's $2.1M. From the 2024 filing. Recordkeeper: Not identified.
Target-date series: Vanguard Target Retirement, mutual fund, 79% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 10 vintages | $1.7M | 78.6% |
| Vanguard 500 Index Fund Investor Shares Vanguard · Mutual fund Index | $148K | 7.0% |
| Vanguard Growth Index Fund Investor Shares Vanguard · Mutual fund Index | $134K | 6.4% |
| Vanguard Mid-Cap Growth Index Fund Investor Shares Vanguard · Mutual fund Index | $46K | 2.2% |
| Vanguard Small-Cap Index Fund Investor Shares Vanguard · Mutual fund Index | $32K | 1.5% |
| Vanguard Developed Markets Index Fund Investor Shares Vanguard · Mutual fund Index | $29K | 1.4% |
| Vanguard Value Index Fund Admiral Shares Vanguard · Mutual fund Index | $29K | 1.4% |
| Vanguard Mid-Cap Value Index Fund Investor Shares Vanguard · Mutual fund Index | $22K | 1.0% |
| Vanguard Balanced Index Fund Investor Shares Vanguard · Mutual fund Index | $5K | 0.3% |
| Vanguard Interim Term Investments Vanguard · Mutual fund | $4K | 0.2% |
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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).
Plan reported corrective distributions (failed ADP/ACP testing).
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.