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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP2 years Service code 12 · EIN 93-1253576 | Direct payment from the plan; Recordk... | $28,876 |
Service code 27 · EIN 82-1364595 | Advisory (Plan) | $10,381 |
6 funds of $250K or more; 9 lines in all, holding $4.0M of the plan's $4.0M. From the 2025 filing. Recordkeeper: Not identified.
Target-date series: Fidelity Freedom Index, mutual fund, 64% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Freedom Index Fidelity (FMR) · Mutual fund Target-date, 11 vintages | $2.5M | 63.8% |
| Fiduciary Investment Trusts Prtf CIT Mutual Fund Manager not matched · Collective trust | $469K | 11.8% |
| Fiduciary Investment Trust Growth Prtf CIT Manager not matched · Collective trust | $387K | 9.8% |
| Fidelity Fidelity Freedom Index Fidelity (FMR) · Mutual fund Index | $293K | 7.4% |
| Fiduciary Investment Trust Cons Prif CIT Manager not matched · Collective trust | $169K | 4.3% |
| JPMorgan Large Cap Growth Fund JPMorgan · Mutual fund | $53K | 1.3% |
| Fiduciary Investment Trust Mod Cons Prtf CIT Mutual Fund Manager not matched · Collective trust | $42K | 1.1% |
| Fiduciary Investment Trust Aggr Prtf CIT Manager not matched · Collective trust | $21K | 0.5% |
| Prudential Total Return Bond Q Prudential (PGIM) · Mutual fund | $279 | <0.1% |
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.
The auditor signed off without reservation. This is the cleanest opinion.