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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP1+ years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $32,885 |
Service code 27 · EIN 43-1451524 | Advisory (Plan) | $27,510 |
11 funds of $250K or more; 21 lines in all, holding $22.2M of the plan's $22.5M. From the 2025 filing. Recordkeeper: Not identified.
Target-date series: Nuveen Lifecycle Index, mutual fund, 56% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Nuveen Lifecycle Index TIAA (Nuveen) · Mutual fund Target-date, 8 vintages | $12.4M | 56.0% |
| Par, or Maturity Value Manager not matched · Mutual fund | $5.3M | 24.0% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $1.9M | 8.5% |
| Vanguard Total Stock Market Index Fund Admiral Shares Vanguard · Mutual fund Index | $735K | 3.3% |
| JPMorgan Large Cap Growth Fund Class R6 JPMorgan · Mutual fund | $489K | 2.2% |
| Fidelity International Index Fund Fidelity (FMR) · Mutual fund Index | $441K | 2.0% |
| Fidelity U.S. Bond Index Fund Fidelity (FMR) · Mutual fund Index | $216K | 1.0% |
| Fidelity Small Cap Index Fund Fidelity (FMR) · Mutual fund Index | $196K | 0.9% |
| Standard Flexpath Stable Value R1 StanCorp (Meiji Yasuda) · Stable value Stable value | $95K | 0.4% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund Index | $86K | 0.4% |
Covers 71,097 large plans that list their funds in their annual filing. Updated Nov 3, 2026. Shares describe these plans, not the whole market.
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.