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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.4 years Service code 13 · EIN 27-2037969 | Contract Administrator | $10,936 |
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 Investor Shares 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 Investor Shares Vanguard · Mutual fund Index | $245K | 1.5% |
| Vanguard Mid-Cap Index Fund Investor Shares Vanguard · Mutual fund Index | $210K | 1.3% |
| Putnam Large Cap Value Fund Franklin Templeton · Mutual fund | $195K | 1.2% |
| Vanguard Gnma Fund Investor Shares 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 71,097 large plans that list their funds in their annual filing. Updated Nov 3, 2026. Shares describe these plans, not the whole market.
Annual investment return is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Plan reported a final filing / termination within the last year.
The auditor signed off without reservation. This is the cleanest opinion.