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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP7 years Service code 12 · EIN 93-1253576 | Claims processing; Direct payment fro... | $100,812 |
CHARLES SCHWAB & CO., INC.3 years Filed as: CHARLES SCHWAB TRUST BANK Service code 19 | Securities Custodian | $12,874 |
CHARLES SCHWAB & CO., INC.6 years Filed as: CHARLES SCHWAB TRUST COMPANY Service code 19 · EIN 42-1558009 | Securities Custodian | $0 |
16 funds of $250K or more; 14 lines in all, holding $25.9M of the plan's $28.8M. From the 2024 filing. Recordkeeper: Charles Schwab.
Target-date series: Vanguard Target Retirement, mutual fund, 60% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 11 vintages | $15.6M | 60.4% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $3.5M | 13.7% |
| MFS Growth Fund R6 MFS (Sun Life) · Mutual fund | $2.6M | 10.0% |
| Vanguard Total Bond Market Index Fund Admiral Shares Vanguard · Mutual fund Index | $1.4M | 5.4% |
| Vanguard Total International Stock Index Fund Admiral Shares Vanguard · Mutual fund Index | $944K | 3.7% |
| Vanguard Equity Income Fund Admiral Shares Vanguard · Mutual fund | $573K | 2.2% |
| Vanguard Small-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $393K | 1.5% |
| Blackrock MID CAP Growth Equity Portfolio Class K BlackRock · Mutual fund | $317K | 1.2% |
| Nuveen Mid Cap Value Fund Class I TIAA (Nuveen) · Mutual fund | $241K | 0.9% |
| PIMCO Income Fund Institutional PIMCO (Allianz) · Mutual fund | $94K | 0.4% |
Covers 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 2026. Shares describe these plans, not the whole market.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.