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 |
|---|---|---|
STANCORP FINANCIAL GROUP1 year Service code 12 · EIN 93-1253576 | Direct payment from the plan; Recordk... | $9,894 |
15 funds of $250K or more; 18 lines in all, holding $14.0M of the plan's $14.2M. From the 2025 filing. Recordkeeper: Fidelity (FMR).
Target-date series: Fidelity Freedom Index, mutual fund, 65% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Freedom Index Fidelity (FMR) · Mutual fund Target-date, 13 vintagesRecordkeeper's own fund | $9.1M | 64.9% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $1.6M | 11.5% |
| Vanguard Cash Reserves Federal Money Market Fund Admiral Shares Vanguard · Money market | $903K | 6.5% |
| Pioneer Fndml Growth R6 Victory Capital · Mutual fund | $397K | 2.8% |
| Janus Henderson Janus Henderson · Mutual fund | $323K | 2.3% |
| Fidelity Total International Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $308K | 2.2% |
| JPMorgan Mid Cap Value Fund Class R6 JPMorgan · Mutual fund | $269K | 1.9% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $167K | 1.2% |
| Global R6 First Eagle · Separate account | $156K | 1.1% |
| BlackRock High Yield Portfolio Class K Shares BlackRock · Mutual fund | $127K | 0.9% |
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.