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 |
|---|---|---|
STA WEALTH MANAGEMENT LLC3 years Filed as: STA BENEFITS, LTD Service code 27 · EIN 32-0041749 | Advisory (Plan) | $41,583 |
STANCORP FINANCIAL GROUP4 years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $30,102 |
10 funds hold $13.6M of the plan's $14.0M. From the 2024 filing. Recordkeeper: Not identified.
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $2.6M | 19.0% |
| Vanguard Intermediate-Term Bond Index Fund Admiral Shares Vanguard · Mutual fund Index | $2.3M | 17.0% |
| Vanguard Growth Index Fund Admiral Shares Vanguard · Mutual fund Index | $1.8M | 13.1% |
| Hartford Schrdr Intl Stk Sdr Hartford Funds · Mutual fund | $1.6M | 11.6% |
| Vanguard Balanced Index Fund Admiral Shares Vanguard · Mutual fund Index | $1.4M | 10.0% |
| Standard Ins Co Stable Asset Fund D Guaranteed Investment Contract Manager not matched · Insurance contract | $1.3M | 9.8% |
| Columbia Dividend Incm Fd Instl 3 Class Ameriprise (Columbia Threadneedle) · Mutual fund | $1.2M | 8.5% |
| Vanguard Small-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $616K | 4.5% |
| Vanguard Mid-Cap Growth Index Admira Vanguard · Mutual fund Index | $484K | 3.6% |
| Vanguard Mid-Cap Value Index Fund Admiral Shares Vanguard · Mutual fund Index | $405K | 3.0% |
Covers 60,908 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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.