Filed March 13, 2019 (most recent of 5 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.7 years Service code 15 · EIN 27-2037969 | Recordkeeping | $9,142 |
12 funds of $250K or more; 15 lines in all, holding $63.8M of the plan's $63.8M. From the 2024 filing. Recordkeeper: Newport Group.
| Fund | Dollars | % of funds% |
|---|---|---|
| JP Morgan JPMorgan · Other | $37.0M | 58.1% |
| Vanguard Vanguard · Mutual fund | $15.2M | 23.9% |
| Fidelity Fidelity (FMR) · Mutual fund | $4.0M | 6.2% |
| American Funds Capital Group · Mutual fund | $2.3M | 3.6% |
| Dodge & Cox Dodge & Cox · Mutual fund | $1.1M | 1.8% |
| Invesco Invesco · Mutual fund | $975K | 1.5% |
| Artisan Artisan Partners · Other | $855K | 1.3% |
| Oakmark Manager not matched · Other | $704K | 1.1% |
| Participant's Loan Account Manager not matched · Other | $547K | 0.9% |
| Goldman Sachs Goldman Sachs · Mutual fund | $341K | 0.5% |
See the other 5 lines in this lineup with Solo.
Solo shows every fund in this plan's lineup and every change since the prior filing. $4.99 for your first month, then $34.99 a month. Cancel any time.
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $104,559 | $129,021-19.0% | $184,203-43.2% | $77,643+34.7% |
| Participation rate | 95.3% | 87.3%+8.0pp | 86.8%+8.5pp | 70.6%+24.7pp |
| Annual return | 19.39% | 33.27%-13.9pp | 28.81%-9.4pp | 31.24%-11.9pp |
| Employer contribution / active EE | $6,239 | $4,413+41.4% | $6,427-2.9% | $2,726+128.9% |
| Participant deferral / active EE | $10,655 | $7,297+46.0% | $9,131+16.7% | $4,647+129.3% |
| Admin fee / account holder | $15 | $254-94.1% | $13,901-99.9% | $430-96.5% |