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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP10+ years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $47,882 |
Filed as: AMERITAS INVESTMENT COMPANY, LLC Service code 27 · EIN 47-0663374 | Advisory (Plan) | $20,436 |
19 funds of $250K or more; 24 lines in all, holding $18.9M of the plan's $20.0M. From the 2025 filing. Recordkeeper: Not identified.
Target-date series: American Funds Target Date, mutual fund, 56% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Capital Group · Mutual fund Target-date, 10 vintages | $10.6M | 55.7% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $1.7M | 9.2% |
| American Eurepacific Growth R6 Capital Group · Mutual fund | $975K | 5.1% |
| Vanguard Growth Index Fund Admiral Shares Vanguard · Mutual fund Index | $960K | 5.1% |
| Fidelity Advisorr Total Bond I Fidelity (FMR) · Mutual fund | $861K | 4.5% |
| Vanguard Equity Income Fund Admiral Shares Vanguard · Mutual fund | $764K | 4.0% |
| Stable Asset A Fund Manager not matched · Insurance contract | $640K | 3.4% |
| Vanguard Small-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $442K | 2.3% |
| JPMorgan Large Cap Growth Fund Class R6 JPMorgan · Mutual fund | $296K | 1.6% |
| MFS Mid Cap Growth Fund R5 Mutual Fund MFS (Sun Life) · Mutual fund | $293K | 1.5% |
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.