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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP10+ years Service code 12 · EIN 93-1253576 | Direct payment from the plan; Recordk... | $82,408 |
23 funds of $250K or more; 28 lines in all, holding $17.3M of the plan's $18.7M. From the 2025 filing. Recordkeeper: Not identified.
Target-date series: T. Rowe Price Retirement, other, 29% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| T. Rowe Price Retirement T. Rowe Price · Separate account Target-date, 10 vintages | $5.1M | 29.5% |
| JPMorgan Large Cap Growth Fund Class R6 JPMorgan · Separate account | $1.2M | 7.1% |
| MFS International Diversification Fund R6 MFS (Sun Life) · Separate account | $1.2M | 6.7% |
| Columbia Contrarian Core Fund Institutional Class Ameriprise (Columbia Threadneedle) · Separate account | $1.1M | 6.4% |
| Putnam Large Cap Value Fund Class Y Shares Franklin Templeton · Separate account | $1.1M | 6.2% |
| MFS Growth Fund R6 MFS (Sun Life) · Separate account | $841K | 4.9% |
| Invesco Discovery Mid Cap Growth Fund Invesco · Separate account | $834K | 4.8% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Separate account Index | $714K | 4.1% |
| Hood River Small-Cap Gr Ret Hood River · Separate account | $689K | 4.0% |
| Standard Stable Asset Fund II StanCorp (Meiji Yasuda) · Insurance contract | $685K | 4.0% |
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.
Annual investment return is in the bottom quintile of the peer cohort.
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.