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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.8 years Service code 15 · EIN 23-1945930 | Recordkeeping | $30,153 |
Filed as: FRAZIER FINANCIAL ADVISORS Service code 27 1690 W LANE AVE · COLUMBUS, OH 43221 | Advisory (Plan) | $29,404 |
8 funds of $250K or more; 21 lines in all, holding $9.5M of the plan's $9.7M. From the 2025 filing. Recordkeeper: Vanguard.
Target-date series: Vanguard Target Retirement, mutual fund, 74% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 12 vintagesRecordkeeper's own fund | $7.1M | 74.5% |
| JPMorgan Large Cap Growth R6 0 JPMorgan · Mutual fund | $579K | 6.1% |
| Vanguard 500 Index Fund Investor Shares Vanguard · Mutual fund IndexRecordkeeper's own fund | $422K | 4.4% |
| New World Fund (R6) Capital Group · Mutual fund | $169K | 1.8% |
| Vanguard MStar Small-Cap Index Fund Inv 0 Vanguard · Mutual fund IndexRecordkeeper's own fund | $147K | 1.5% |
| Participant's Loan Various Rates and Maturities Manager not matched · Other | $131K | 1.4% |
| Dodge & Cox Stock Fund Class I Dodge & Cox · Mutual fund | $130K | 1.4% |
| MFS Core Equity Fund R6 MFS (Sun Life) · Mutual fund | $118K | 1.2% |
| American Funds American Balanced R6 0 Capital Group · Mutual fund | $116K | 1.2% |
| American Funds New Perspective R6 0 Capital Group · Mutual fund | $99K | 1.0% |
See the other 11 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.
No lineup changes between the 2024 and 2025 filings.
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 1 rename.
Changes of at least $250K and 0.1% of the plan between the 2024 and 2025 filings. Values are year-end holdings, not money moved.
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 | $36,027 | $100,923-64.3% | $150,045-76.0% | $74,304-51.5% |
| Participation rate | 75.8% | 70.1%+5.7pp | 82.3%-6.5pp | 60.3%+15.5pp |
| Annual return | 18.96% | 51.77%-32.8pp | 62.55%-43.6pp | 29.43%-10.5pp |
| Employer contribution / active EE | $920 | $3,463-73.4% | $4,693-80.4% | $2,241-58.9% |
| Participant deferral / active EE | $4,068 | $6,709-39.4% | $7,997-49.1% | $3,767+8.0% |
| Admin fee / account holder | $222 | $2,767-92.0% | $13,435-98.3% | $2,969-92.5% |