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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.3 years Service code 37 · EIN 27-2037969 | Loan Processing | $102,946 |
Filed as: HENDERSON BROTHERS FINANCIAL Service code 27 920 FT. DUQUESNE BLVD · PITTSBURGH, PA 15222 | Advisory (Plan) | $46,894 |
GOLDMAN SACHS1 year Service code 50 | Direct Payment | $199 |
NEXTCAPITAL GROUP, INC.1 year Service code 50 104 S. MICHIGAN AVE. · CHICAGO, IL 60603 | Direct Payment | $109 |
8 funds of $250K or more; 27 lines in all, holding $16.7M of the plan's $16.8M. From the 2024 filing. Recordkeeper: Not identified.
| Fund | Dollars | % of funds% |
|---|---|---|
| Great Gray FlexPATH Index Moderate Retirement Manager not matched · Mutual fund Index | $3.8M | 22.6% |
| Great Gray Flexpath Index Moderate 2035 Fund Manager not matched · Mutual fund Index | $3.5M | 20.8% |
| Great Gray Flexpath Index Moderate 2045 Fund Manager not matched · Mutual fund Index | $2.9M | 17.5% |
| Great Gray Flexpath Index Moderate 2055 Fund Manager not matched · Mutual fund Index | $2.5M | 15.2% |
| Great Gray Flexpath Index Moderate 2065 Fund Manager not matched · Mutual fund Index | $885K | 5.3% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $868K | 5.2% |
| THE Hartford Strategic Income Fund Class R6 Hartford Funds · Mutual fund | $440K | 2.6% |
| Great Gray Large Cap Growth Fund II Manager not matched · Mutual fund | $337K | 2.0% |
| Hartford Schroders International Stock Fund Class R5 Hartford Funds · Mutual fund | $244K | 1.5% |
| Great Gray Large Cap Value Fund Manager not matched · Mutual fund | $217K | 1.3% |
Covers 61,314 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.
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.