Filings through .
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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP11+ years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $96,992 |
CAPFINANCIAL PARTNERS LLC5 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 27 · EIN 26-0058143 | Advisory (Plan) | $69,297 |
23 funds of $250K or more; 16 lines in all, holding $64.5M of the plan's $65.1M. From the 2025 filing. Recordkeeper: Not identified.
Target-date series: T. Rowe Price Retirement, collective trust, 41% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| T. Rowe Price Retirement T. Rowe Price · Collective trust Target-date, 12 vintages | $26.5M | 41.1% |
| NT S&P 500 Index Fund Northern Trust · Collective trust Index | $9.0M | 13.9% |
| JPMorgan Large Cap Growth Fund Class R6 JPMorgan · Mutual fund | $6.4M | 9.9% |
| Standard Stable Asset A Manager not matched · Insurance contract | $4.5M | 7.0% |
| MFS Mid Cap Value Fund MFS (Sun Life) · Collective trust | $3.5M | 5.5% |
| Fidelity Institutional Asset Management Fidelity (FMR) · Collective trust | $3.2M | 5.0% |
| Great Gray Trust Euro Pacific Growth Fund Manager not matched · Collective trust | $3.0M | 4.6% |
| MFS Large Cap Value CIT MFS (Sun Life) · Collective trust | $2.5M | 3.8% |
| MFS Mid Cap Growth Fund MFS (Sun Life) · Mutual fund | $2.3M | 3.6% |
| NT Extended Equity Market Index Fund Northern Trust · Collective trust Index | $1.2M | 1.9% |
No lineup changes between the 2024 and 2025 filings.
Stable value and insurance contract lines, renames and class changes are not counted.
Changes of at least $250K and 0.1% of the plan between the 2024 and 2025 filings. Values are year-end holdings, not money moved.
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.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.