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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP4 years Service code 12 · EIN 93-1253576 | Claims processing; Custodial (other t... | $61,008 |
Service code 27 · EIN 74-2069435 | Advisory (Plan) | $40,957 |
14 funds of $250K or more; 22 lines in all, holding $18.5M of the plan's $18.6M. From the 2025 filing. Recordkeeper: OneAmerica.
Target-date series: American Funds Target Date, mutual fund, 6% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| JPMorgan U.S. Equity Fund Class R6 JPMorgan · Mutual fund | $2.4M | 13.2% |
| The Standard Stable Asset Fund A Manager not matched · Stable value Stable value | $2.3M | 12.5% |
| Fidelity Total Bond Fund Fidelity Advisor Total Bond Fund: Class Z Fidelity (FMR) · Mutual fund | $2.3M | 12.4% |
| Interest, Collateral, Par, or Maturity Value AB Large Cap Growth Fund Class Z Manager not matched · Mutual fund | $2.1M | 11.4% |
| Goldman Sachs International Equity Insights Fund Class R6 Shares Goldman Sachs · Mutual fund | $1.5M | 8.1% |
| American Balanced Fund Class R-6 Capital Group · Mutual fund | $1.2M | 6.3% |
| Vanguard Windsor II Fund Admiral Shares Vanguard · Mutual fund | $1.1M | 6.1% |
| American Funds Target Date Capital Group · Mutual fund Target-date, 8 vintages | $1.1M | 5.7% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $1.0M | 5.6% |
| NEW Perspective Fund Class R-6 Capital Group · Mutual fund | $899K | 4.8% |
Added 1 fund, dropped 1 fund.
| Fund | Year-end value |
|---|---|
| AddedGoldman Sachs International Equity Insights Fund Class R6 Shares | $1.5M |
| DroppedMFS Inter Diversification Fund Class R6 | $1.1M |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 1 stable value or insurance line.
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.