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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.8 years Service code 15 · EIN 27-2037969 | Recordkeeping | $46,543 |
Filed as: MITCHELL, MCLEOD, PUGH AND WILLIAMS Service code 27 · EIN 20-3706574 2610 DAUPHIN STREET · MOBILE, AL 36606 | Advisory (Plan) | $35,000 |
NEWPORT GROUP, INC.2 years Filed as: NEWPORT TRUST COMPANY Service code 20 · EIN 27-4411131 | Trustee (individual); Trustee (bank, ... | $9,533 |
19 funds of $250K or more; 15 lines in all, holding $32.8M of the plan's $35.2M. From the 2024 filing. Recordkeeper: Newport Group.
Target-date series: Vanguard Target Retirement, mutual fund, 18% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Growth and Income Fund Admiral Shares Vanguard · Mutual fund | $6.4M | 19.6% |
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 12 vintages | $5.8M | 17.6% |
| Vanguard Equity Income Fund Admiral Shares Vanguard · Mutual fund | $4.7M | 14.3% |
| Vanguard Small-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $4.0M | 12.3% |
| Vanguard Intermediate-Term Bond Index Fund Admiral Shares Vanguard · Mutual fund Index | $2.4M | 7.4% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $2.1M | 6.4% |
| Vanguard Intermediate-Term Investment-Grade Fund Admiral Shares Vanguard · Mutual fund | $1.9M | 5.9% |
| Eupac Fund Class R-6 Capital Group · Mutual fund | $1.8M | 5.5% |
| Vanguard Mid-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $1.7M | 5.3% |
| Vanguard Emerging Markets Stock Index Fund Admiral Shares Vanguard · Mutual fund Index | $790K | 2.4% |
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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.