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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP11+ years Service code 12 · EIN 93-1253576 | Custodial (other than securities); Cl... | $63,255 |
4 funds of $250K or more; 20 lines in all, holding $7.1M of the plan's $8.5M. From the 2024 filing. Recordkeeper: Not identified.
Target-date series: Vanguard Target Retirement, mutual fund, 3% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Wellington Admiral T Vanguard · Mutual fund | $4.5M | 63.9% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $631K | 8.9% |
| Fidelity Total Bond Fund Fidelity Advisor Total Bond Fund: Class I Fidelity (FMR) · Mutual fund | $382K | 5.4% |
| Standard Stable Asset Fund Manager not matched · Insurance contract | $291K | 4.1% |
| JPMorgan Large Cap Growth Fund Class R6 JPMorgan · Mutual fund | $241K | 3.4% |
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 6 vintages | $228K | 3.2% |
| Vanguard Windsor II Fund Admiral Shares Vanguard · Mutual fund | $226K | 3.2% |
| MFS Research International R5 MFS (Sun Life) · Mutual fund | $198K | 2.8% |
| Vanguard Small-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $94K | 1.3% |
| Janus Henderson Enterprise Fund Class N Janus Henderson · Mutual fund | $64K | 0.9% |
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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.