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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.3 years Service code 15 · EIN 27-2037969 | Recordkeeping | $117,233 |
33 funds of $250K or more; 34 lines in all, holding $81.5M of the plan's $82.5M. From the 2025 filing. Recordkeeper: Newport Group.
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $34.9M | 42.8% |
| Fidelity International Index Fund Fidelity (FMR) · Mutual fund Index | $11.3M | 13.8% |
| BlackRock Emerging Mkts Instl BlackRock · Collective trust | $6.1M | 7.4% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund Index | $2.8M | 3.5% |
| American Century Infl-Adj Bond Inv American Century · Mutual fund | $1.4M | 1.8% |
| BlackRock Core Bond Portfolio Instl BlackRock · Collective trust | $1.4M | 1.8% |
| BlackRock Advntg Large Cap Core Instl BlackRock · Collective trust | $1.4M | 1.7% |
| BlackRock Total Return Instl BlackRock · Collective trust | $1.3M | 1.6% |
| Fidelity Small Cap Index Fund Fidelity (FMR) · Mutual fund Index | $1.2M | 1.5% |
| BlackRock Advntg Large Cap Value Instl BlackRock · Collective trust | $1.1M | 1.4% |
Covers 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 2026. Shares describe these plans, not the whole market.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.