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 GROUP10+ years Service code 12 · EIN 93-1253576 | Claims processing; Recordkeeping and ... | $43,767 |
LPL FINANCIAL1 year Filed as: LPL FINANCIAL CORPORATION Service code 27 · EIN 04-3046611 | Advisory (Plan) | $24,064 |
13 funds of $250K or more; 23 lines in all, holding $9.9M of the plan's $10.2M. From the 2024 filing. Recordkeeper: Minnesota Life Insurance.
| Fund | Dollars | % of funds% |
|---|---|---|
| JPMorgan Large Cap Growth JPMorgan · Insurance contract | $1.4M | 14.5% |
| Minnesota Life Insurance Company Vanguard Wellesley Inc Admiral Vanguard · Insurance contract | $1.3M | 13.2% |
| Minnesota Life Insurance Company Securian AM S&P 500 Index Manager not matched · Insurance contract Index | $1.2M | 12.3% |
| Minnesota Life Insurance Company Vanguard Tot Bond Mkt Index Admiral Vanguard · Insurance contract Index | $997K | 10.1% |
| Minnesota Life Insurance Company Dodge & Cox Stock Investor Dodge & Cox · Insurance contract | $816K | 8.2% |
| Minnesota Life Insurance Company Morgan Stanley Inst Intl Opp I Morgan Stanley · Insurance contract | $783K | 7.9% |
| Minnesota Life Insurance Company Vanguard Equity-Income Admiral Vanguard · Insurance contract | $493K | 5.0% |
| Minnesota Life Insurance Company DFA International Value Port Dimensional · Insurance contract | $422K | 4.3% |
| Minnesota Life Insurance Company Fidelity Adv Total Bond I Fidelity (FMR) · Insurance contract | $381K | 3.8% |
| Guaranteed Return Account Manager not matched · Insurance contract | $333K | 3.4% |
Covers 60,908 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.