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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP11+ years Service code 12 · EIN 93-1253576 | Claims processing; Custodial (securit... | $73,102 |
11 funds of $250K or more; 19 lines in all, holding $18.6M of the plan's $18.6M. From the 2025 filing. Recordkeeper: Not identified.
Target-date series: Vanguard Target Retirement, mutual fund, 2% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $3.9M | 21.1% |
| JPMorgan Large Cap Growth Fund Class R6 JPMorgan · Mutual fund | $3.1M | 16.9% |
| Pgim Total Ret Bond Z Prudential (PGIM) · Mutual fund | $2.8M | 15.0% |
| International Core Equity 2 Portfolio Institutional Class Dimensional · Mutual fund | $2.0M | 10.8% |
| Stable Value Fund Manager not matched · Insurance contract | $1.5M | 7.9% |
| Vanguard Equity Income Fund Admiral Shares Vanguard · Mutual fund | $1.4M | 7.5% |
| American Balanced Fund Class R-6 Capital Group · Mutual fund | $1.4M | 7.4% |
| U.S. Targeted Value Portfolio - Institutional Class Dimensional · Mutual fund | $782K | 4.2% |
| Neuberger Mid Cap Growth Fund Class R6 Neuberger Berman · Mutual fund | $509K | 2.7% |
| MFS Mid Cap Value Fund R6 MFS (Sun Life) · Mutual fund | $458K | 2.5% |
Changed share class on 2 funds.
| Fund | Year-end value |
|---|---|
| Share class changeVanguard 500 Index Fund Investor Shares to Vanguard 500 Index Fund Admiral Shares | $3.4M to $3.9M |
| Share class changeVanguard Equity Income Fund Investor Shares to Vanguard Equity Income Fund Admiral Shares | $1.2M to $1.4M |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 2 renames.
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 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 2026. Shares describe these plans, not the whole market.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.