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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.10+ years Service code 12 · EIN 27-2037969 | Recordkeeping and information managem... | $135,360 |
NFP RETIREMENT INC6 years Filed as: NFP RETIREMENT, INC. Service code 27 10 TERRACE COURT · MADISON, WI 53718 | Advisory (Plan) | $64,967 |
19 funds of $250K or more; 18 lines in all, holding $82.4M of the plan's $85.6M. From the 2025 filing. Recordkeeper: Newport Group.
Target-date series: BlackRock LifePath Index, mutual fund, 2% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Harbor Capital Appreciation Fund Harbor Capital · Mutual fund | $15.3M | 18.6% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $13.5M | 16.3% |
| Great Gray Trust Eupac Manager not matched · Collective trust | $10.7M | 13.0% |
| Fidelity Large Cap Value Index Fund Fidelity (FMR) · Mutual fund Index | $8.1M | 9.8% |
| Vanguard Mid-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $6.0M | 7.2% |
| FlexPath Stable Value Fund III R1 Manager not matched · Stable value Stable value | $5.5M | 6.7% |
| Dodge & Cox Income Fund Dodge & Cox · Mutual fund | $3.7M | 4.6% |
| Emerging Markets Portfolio - Institutional Class Dimensional · Mutual fund | $3.1M | 3.8% |
| Pioneer Strategic Income Fund: Class Y Victory Capital · Mutual fund | $2.5M | 3.1% |
| U.S. Small Cap Value Portfolio - Institutional Class Dimensional · Mutual fund | $2.5M | 3.0% |
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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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.