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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.1+ years Service code 15 · EIN 27-2037969 | Recordkeeping | $16,930 |
13 funds of $250K or more; 20 lines in all, holding $24.2M of the plan's $24.3M. From the 2025 filing. Recordkeeper: Newport Group.
Target-date series: Vanguard Target Retirement, mutual fund, 83% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 11 vintages | $20.0M | 82.7% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $1.9M | 7.7% |
| Vanguard Ftse All-World ex-US Index Fund Admiral Shares Vanguard · Mutual fund Index | $445K | 1.8% |
| Large Cap Growth Fund II Fee Class R1 Manager not matched · Mutual fund Possible retail class R1 | $365K | 1.5% |
| Vanguard Small-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $196K | 0.8% |
| Vanguard Growth Index Fund Admiral Shares Vanguard · Mutual fund Index | $176K | 0.7% |
| Vanguard Total International Stock Index Fund Admiral Shares Vanguard · Mutual fund Index | $170K | 0.7% |
| Vanguard Emerging Markets Stock Index Fund Admiral Shares Vanguard · Mutual fund Index | $159K | 0.7% |
| Vanguard Short-Term Treasury Fund Admiral Shares Vanguard · Mutual fund | $132K | 0.5% |
| Vanguard Value Index Fund Admiral Shares Vanguard · Mutual fund Index | $109K | 0.4% |
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.
The auditor signed off without reservation. This is the cleanest opinion.