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| Provider | Service type | Compensation |
|---|---|---|
EQUITABLE ADVISORS LLC6 years Filed as: EQUITABLE LIFE INSURANCE COMPANY Service code 15 · EIN 13-5570651 | Recordkeeping | $158,901 |
21 funds of $250K or more; 32 lines in all, holding $38.0M of the plan's $40.8M. From the 2024 filing. Recordkeeper: Equitable Advisors.
Target-date series: Vanguard Target Retirement, mutual fund, 13% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $11.2M | 29.6% |
| Vanguard Life Strategy Moderate Gr Inv Vanguard · Mutual fund | $8.2M | 21.6% |
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 11 vintages | $5.0M | 13.0% |
| Vanguard Life Strategy Growth Vanguard · Mutual fund | $3.4M | 8.9% |
| Fidelity Large Cap Value Index Fund Fidelity (FMR) · Mutual fund Index | $1.5M | 4.0% |
| Fidelity Large Cap Growth Index Fund Fidelity (FMR) · Mutual fund Index | $1.4M | 3.8% |
| Vanguard Mid-Cap Value Index Fund Admiral Shares Vanguard · Mutual fund Index | $1.2M | 3.3% |
| Guaranteed Interest Option Manager not matched · Insurance contract | $1.2M | 3.1% |
| Fidelity Small Cap Index Fund Fidelity (FMR) · Mutual fund Index | $929K | 2.4% |
| Dimensional Fund Advisors DFA Inflation-Protected Sec I Dimensional · Mutual fund | $602K | 1.6% |
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.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.