Filings through .
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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP1 year Service code 12 · EIN 93-1253576 | Custodial (other than securities); Di... | $120,775 |
MMA SECURITIES LLC1 year Service code 10 · EIN 22-3570292 | Accounting | $26,679 |
17 funds of $250K or more; 16 lines in all, holding $27.7M of the plan's $27.7M. From the 2025 filing. Recordkeeper: Minnesota Life Insurance.
Target-date series: American Funds Target Date, other, 81% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Capital Group · Insurance contract Target-date, 12 vintages | $22.3M | 80.7% |
| Fidelity 500 Index Fidelity (FMR) · Insurance contract Index | $2.4M | 8.8% |
| Standard flexPath Stable Value Fund StanCorp (Meiji Yasuda) · Insurance contract | $885K | 3.2% |
| Standard Large Cap Growth III CIT Fund StanCorp (Meiji Yasuda) · Insurance contract | $414K | 1.5% |
| Fidelity Small Cap Growth Fund Fidelity (FMR) · Insurance contract | $299K | 1.1% |
| JP Morgan Mid Cap Growth Fund JPMorgan · Insurance contract | $293K | 1.1% |
| Standard Large Cap Value R1 Fund StanCorp (Meiji Yasuda) · Insurance contract | $249K | 0.9% |
| PIMCO Income Institutional Fund PIMCO (Allianz) · Insurance contract | $214K | 0.8% |
| Standard Mid Cap Value R3 Fund StanCorp (Meiji Yasuda) · Insurance contract | $166K | 0.6% |
| Fidelity Total International Index Fund Fidelity (FMR) · Insurance contract Index | $126K | 0.5% |
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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.