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 year Service code 15 · EIN 27-2037969 | Recordkeeping | $6,110 |
1 fund of $250K or more; 12 lines in all, holding $2.5M of the plan's $2.5M. From the 2025 filing. Recordkeeper: Newport Group.
Target-date series: Vanguard Target Retirement, collective trust, 67% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Collective trust Target-date, 10 vintages | $1.7M | 67.1% |
| Vanguard Equity Income Fund Admiral Shares Vanguard · Mutual fund | $163K | 6.4% |
| American Eupac Fund R6 Manager not matched · Mutual fund | $147K | 5.8% |
| Vanguard U.S. Growth Fund Admiral Shares Vanguard · Mutual fund | $141K | 5.6% |
| Capital Income Builder Class R-6 Capital Group · Mutual fund | $104K | 4.1% |
| Vanguard Mid-Cap Value Index Fund Admiral Shares Vanguard · Mutual fund Index | $60K | 2.4% |
| Vanguard Mid-Cap Growth Index Fund Admiral Shares Vanguard · Mutual fund Index | $51K | 2.0% |
| CL)JPMorgan Emerging Markets Equity R6 JPMorgan · Collective trust | $45K | 1.8% |
| Dodge & Cox Income Fund Class I Dodge & Cox · Mutual fund | $43K | 1.7% |
| Vanguard Small-Cap Value Index Fund Admiral Shares Vanguard · Mutual fund Index | $41K | 1.6% |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.