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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.3 years Service code 13 · EIN 27-2037969 | Contract Administrator | $11,312 |
12 funds of $250K or more; 21 lines in all, holding $16.7M of the plan's $17.1M. From the 2024 filing. Recordkeeper: Newport Group.
Target-date series: Vanguard Target Retirement, mutual fund, 71% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 12 vintages | $11.9M | 71.2% |
| Vanguard 500 Index Fund Vanguard · Mutual fund Index | $2.4M | 14.2% |
| JPMorgan Large Cap Growth Fund JPMorgan · Mutual fund | $784K | 4.7% |
| Fidelity International Index Fund Fidelity (FMR) · Mutual fund Index | $336K | 2.0% |
| Vanguard Small-Cap Index Fund Vanguard · Mutual fund Index | $245K | 1.5% |
| Vanguard Mid-Cap Index Fund Vanguard · Mutual fund Index | $210K | 1.3% |
| Putnam Large Cap Value Fund Franklin Templeton · Mutual fund | $195K | 1.2% |
| Vanguard Gnma Fund Vanguard · Mutual fund | $137K | 0.8% |
| PIMCO Income Fund Institutional PIMCO (Allianz) · Mutual fund | $111K | 0.7% |
| DFA International Value Portfolio Dimensional · Mutual fund | $110K | 0.7% |
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.