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 GROUP11+ years Service code 12 · EIN 93-1253576 | Custodial (other than securities); Di... | $73,212 |
Service code 27 · EIN 82-0759826 | Advisory (Plan) | $47,159 |
13 funds of $250K or more; 14 lines in all, holding $20.7M of the plan's $21.8M. From the 2025 filing. Recordkeeper: Not identified.
| Fund | Dollars | % of funds% |
|---|---|---|
| Dodge & Cox Income Fund Dodge & Cox · Insurance contract | $3.5M | 17.0% |
| Hartford International Opportunity Hartford Funds · Insurance contract | $3.0M | 14.7% |
| Fidelity 500 Index Fund Fidelity (FMR) · Insurance contract Index | $3.0M | 14.4% |
| Collateral, Current St Manager not matched · Other | $2.9M | 14.2% |
| JPMorgan Large Cap Growth Fund Class R6 JPMorgan · Insurance contract | $2.1M | 10.3% |
| MFS Value Fund R6 MFS (Sun Life) · Insurance contract | $1.5M | 7.2% |
| Carillon Eagle Mid Cap Growth Fund Class R-6 Raymond James · Insurance contract | $907K | 4.4% |
| Fidelity Small Cap Index Fund Fidelity (FMR) · Insurance contract Index | $895K | 4.3% |
| T. Rowe Price Mid-Cap Value Fund, Inc. T. Rowe Price Mid-Cap Value Fund-I Class T. Rowe Price · Insurance contract | $699K | 3.4% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Insurance contract Index | $630K | 3.0% |
No lineup changes between the 2024 and 2025 filings.
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 1 stable value or insurance line.
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 71,097 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.