Filings through .
Filed February 11, 2011 (most recent of 2 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP11+ years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $52,425 |
KESTRA FINANCIAL5 years Filed as: KESTRA ADVISORY SERVICES, LLC Service code 27 · EIN 35-2552359 | Advisory (Plan) | $7,926 |
6 funds of $250K or more; 14 lines in all, holding $5.2M of the plan's $5.2M. From the 2024 filing. Recordkeeper: Not identified.
Target-date series: Vanguard Target Retirement, mutual fund, 11% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $1.2M | 23.7% |
| Vanguard Growth Index Fund Admiral Shares Vanguard · Mutual fund Index | $751K | 14.5% |
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 10 vintages | $591K | 11.4% |
| Dodge & Cox Income Fund Dodge & Cox · Mutual fund | $580K | 11.2% |
| Stable Asset Fund A Manager not matched · Stable value Stable value | $485K | 9.3% |
| MFS International Growth Fund MFS (Sun Life) · Mutual fund | $411K | 7.9% |
| JPMorgan U.S. Value Fund Class R6 JPMorgan · Mutual fund | $390K | 7.5% |
| Vanguard Mid-Cap Value Index Fund Admiral Shares Vanguard · Mutual fund Index | $243K | 4.7% |
| Vanguard Mid-Cap Growth Index Fund Admiral Shares Vanguard · Mutual fund Index | $176K | 3.4% |
| Vanguard Small-Cap Value Index Fund Admiral Shares Vanguard · Mutual fund Index | $148K | 2.9% |
Covers 61,314 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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.