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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.2 years Service code 15 · EIN 27-2037969 | Recordkeeping | $19,573 |
7 funds of $250K or more; 21 lines in all, holding $9.7M of the plan's $11.6M. From the 2024 filing. Recordkeeper: Newport Group.
Target-date series: Vanguard Target Retirement, mutual fund, 77% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 4 vintages | $7.5M | 76.9% |
| Vanguard S&P 500 ETF Vanguard · ETF Index | $719K | 7.4% |
| JPMorgan Growth Advantage Fund Class R4 JPMorgan · Mutual fund | $334K | 3.4% |
| Vanguard Small Cap Growth ETF Vanguard · ETF Index | $296K | 3.0% |
| Vanguard Mid-Cap Growth Index Fund Vanguard · ETF Index | $166K | 1.7% |
| Vanguard Small-Cap Value Index Fund Vanguard · ETF Index | $75K | 0.8% |
| T. Rowe Price Global Stock Fund-I Class T. Rowe Price · Mutual fund | $75K | 0.8% |
| State Street(R) Energy Select Sector SPDR(R) ETF State Street (SSgA) · ETF Index | $69K | 0.7% |
| Vanguard Ftse Developed Markets ETF Vanguard · ETF Index | $65K | 0.7% |
| T. Rowe Price DivMid Cap Gr Inv T. Rowe Price · Mutual fund | $62K | 0.6% |
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.