Filings through .
Filed April 15, 2021
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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP2+ years Service code 12 · EIN 93-2353576 | Claims processing; Custodial (securit... | $42,754 |
MCF ADVISORS LLC1 year Filed as: MCF FINANCIAL HOLDINGS, LLC Service code 27 · EIN 33-3781931 | Advisory (Plan) | $19,635 |
9 funds of $250K or more; 10 lines in all, holding $14.3M of the plan's $15.7M. From the 2025 filing. Recordkeeper: Not identified.
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $4.6M | 31.9% |
| Pgim Total Return Bond Fund Class R6 Prudential (PGIM) · Mutual fund | $2.9M | 20.2% |
| Fidelity International Index Fund Fidelity (FMR) · Mutual fund Index | $2.5M | 17.6% |
| Vanguard Small-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $1.5M | 10.5% |
| Vanguard Growth Index Fund Admiral Shares Vanguard · Mutual fund Index | $892K | 6.3% |
| Vanguard Value Index Fund Admiral Shares Vanguard · Mutual fund Index | $804K | 5.6% |
| Vanguard Balanced Index Fund Admiral Shares Vanguard · Mutual fund Index | $554K | 3.9% |
| Vanguard Mid-Cap Value Index Fund Admiral Shares Vanguard · Mutual fund Index | $280K | 2.0% |
| Vanguard Mid-Cap Growth Index Fund Admiral Shares Vanguard · Mutual fund Index | $272K | 1.9% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund Index | $11K | <0.1% |
Added 2 funds, dropped 1 fund, likely replaced 4 funds.
| Fund | Year-end value |
|---|---|
| ReplacedHighDodge & Cox Income Fund Class X to Pgim Total Return Bond Fund Class R6 | $2.5M to $2.9M |
| ReplacedHighGoldman Sachs International Equity Insights Fund Class R6 Shares to Fidelity International Index Fund | $2.2M to $2.5M |
| DroppedVanguard Federal Money Market Fund Investor Shares | $1.1M |
Stable value and insurance contract lines, renames and class changes are not counted.
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 71,410 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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.