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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP10+ years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $0 |
12 funds of $250K or more; 22 lines in all, holding $16.5M of the plan's $16.6M. From the 2025 filing. Recordkeeper: Not identified.
Target-date series: Vanguard Target Retirement, other, 7% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Rate of JPMorgan Large Cap Growth R6 JPMorgan · Separate account | $3.7M | 22.5% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Separate account Index | $3.0M | 18.4% |
| Hartford Schr Intl Stk SDR Hartford Funds · Separate account | $1.9M | 11.8% |
| Vangaurd Equity Income Adm Manager not matched · Separate account | $1.4M | 8.3% |
| Invesco Discovery Mid Cap Growth Fund Class Y Invesco · Separate account | $1.2M | 7.0% |
| Vanguard Target Retirement Vanguard · Separate account Target-date, 9 vintages | $1.1M | 6.7% |
| Pgim Total Return Bond Fund Class Z Prudential (PGIM) · Separate account | $888K | 5.4% |
| Franklin Small Cap Value R6 Franklin Templeton · Separate account | $596K | 3.6% |
| Allspring Specl MdCp Val Ins Allspring · Separate account | $420K | 2.5% |
| Voya Small Cap Growth Fund Class I Voya · Separate account | $336K | 2.0% |
Covers 70,940 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.
The auditor signed off without reservation. This is the cleanest opinion.