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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP1 year Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $78,564 |
16 funds of $250K or more; 20 lines in all, holding $19.2M of the plan's $19.8M. From the 2025 filing. Recordkeeper: Not identified.
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $3.3M | 17.4% |
| Mainspring Managed Acct 80 Manager not matched · Other | $2.6M | 13.7% |
| JPMorgan Large Cap Growth Fund Class R6 JPMorgan · Mutual fund | $2.0M | 10.2% |
| Dodge & Cox Income Fund Class I Dodge & Cox · Mutual fund | $1.6M | 8.1% |
| International Core Equity 2 Portfolio Institutional Class Dimensional · Mutual fund | $1.3M | 6.9% |
| JPMorgan U.S. Equity Fund Class R6 JPMorgan · Mutual fund | $1.2M | 6.2% |
| JPMorgan Equity Income Fund Class R6 JPMorgan · Mutual fund | $1.2M | 6.1% |
| U.S. Small Cap Portfolio - Institutional Class Dimensional · Mutual fund | $1.0M | 5.4% |
| Mainspring Managed Acct 40 Manager not matched · Other | $972K | 5.1% |
| Funds held in insurance company general account: The Standard Manager not matched · Insurance contract | $858K | 4.5% |
Covers 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 2026. Shares describe these plans, not the whole market.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.