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 GROUP11+ years Service code 12 · EIN 93-1253576 | Direct payment from the plan; Custodi... | $97,215 |
18 funds of $250K or more; 39 lines in all, holding $17.6M of the plan's $17.8M. From the 2025 filing. Recordkeeper: Not identified.
| Fund | Dollars | % of funds% |
|---|---|---|
| JPMorgan Large Cap Growth Fund Class R6 JPMorgan · Mutual fund | $1.9M | 11.1% |
| Guaranteed Interest Fund StanCorp (Meiji Yasuda) · Insurance contract | $1.8M | 10.0% |
| Dodge & Cox Income Fund Dodge & Cox · Mutual fund | $1.7M | 9.8% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $1.4M | 7.9% |
| Vanguard Wellington Fund Admiral Shares Vanguard · Mutual fund | $1.3M | 7.6% |
| International Core Equity 2 Portfolio Institutional Class Dimensional · Mutual fund | $1.3M | 7.2% |
| MFS Value Fund R6 MFS (Sun Life) · Mutual fund | $1.1M | 6.1% |
| Harbor Capital Appreciation I Harbor Capital · Other | $740K | 4.2% |
| T. Rowe Price Mid-Cap Growth Fund, Inc. T. Rowe Price Mid-Cap Growth Fund-I Class T. Rowe Price · Mutual fund | $705K | 4.0% |
| Hood River Small-Cap Gr Ret Hood River · Other | $645K | 3.7% |
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 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.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.