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| Provider | Service type | Compensation |
|---|---|---|
CETERA FINANCIAL GROUP1 year Filed as: CETERA INVESTMENT ADVISORS Service code 26 2301 ROSECRANS AVE · EL SEGUNDO, CA 90245 | Advisory (Participants) | $12,298 |
NEWPORT GROUP, INC.1 year Service code 15 · EIN 27-2037969 | Recordkeeping | $8,429 |
6 funds of $250K or more; 17 lines in all, holding $4.2M of the plan's $4.3M. From the 2025 filing. Recordkeeper: Newport Group.
Target-date series: American Funds Target Date, mutual fund, 61% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Capital Group · Mutual fund Target-date, 10 vintages | $2.5M | 60.5% |
| Vanguard 500 Index Fund Investor Shares Vanguard · Mutual fund Index | $434K | 10.3% |
| Vanguard Federal Money Market Fund Investor Shares Vanguard · Money market | $264K | 6.3% |
| Vanguard Growth Index Fund Admiral Shares Vanguard · Mutual fund Index | $221K | 5.2% |
| Vanguard Equity Income Fund Admiral Shares Vanguard · Mutual fund | $171K | 4.1% |
| Vanguard Mid-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $159K | 3.8% |
| American Eupac Fund R6 Manager not matched · Mutual fund | $111K | 2.6% |
| NEW World Fund INC Class R-6 Capital Group · Mutual fund | $104K | 2.5% |
| Vanguard Explorer Fund Admiral Shares Vanguard · Mutual fund | $90K | 2.1% |
| TCS MetWest Total Return Bond Plan TCW · Mutual fund | $43K | 1.0% |
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.
The auditor signed off without reservation. This is the cleanest opinion.