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 |
|---|---|---|
NEWPORT GROUP, INC.1+ years Service code 15 · EIN 27-2037969 | Recordkeeping | $20,895 |
PNC BANK, N.A.1+ years Filed as: PNC INSTITUTIONAL ASSET MANAGEMENT Service code 27 · EIN 22-1146430 | Advisory (Plan) | $12,283 |
19 funds of $250K or more; 30 lines in all, holding $46.9M of the plan's $46.2M. From the 2025 filing. Recordkeeper: Newport Group.
Target-date series: American Funds Target Date, mutual fund, 66% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Capital Group · Mutual fund Target-date, 16 vintages | $31.1M | 66.4% |
| Vanguard Institutional Index Instl 0 Vanguard · Mutual fund Index | $6.8M | 14.5% |
| T. Rowe Price Trust Company T. Rowe Price Stable Value A T. Rowe Price · Insurance contract | $2.4M | 5.1% |
| JPMorgan Large Cap Growth Fund Class R6 JPMorgan · Mutual fund | $1.1M | 2.3% |
| Fidelity International Index Fund Fidelity (FMR) · Mutual fund Index | $799K | 1.7% |
| Putnam Large Cap Value Trust I 0 Franklin Templeton · Collective trust | $694K | 1.5% |
| JPMorgan Core Bond Fund Class R6 JPMorgan · Mutual fund | $658K | 1.4% |
| American Balanced Fund Class R-6 Capital Group · Mutual fund Possible retail class A | $458K | 1.0% |
| Columbia Small Cap Value I - I3 Ameriprise (Columbia Threadneedle) · Mutual fund | $458K | 1.0% |
| JPMorgan Mid Cap Growth Fund Class R6 JPMorgan · Mutual fund | $264K | 0.6% |
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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.