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| Provider | Service type | Compensation |
|---|---|---|
EQUITABLE ADVISORS LLC6 years Filed as: EQUITABLE LIFE INSURANCE CO. Service code 15 · EIN 20-3627707 | Recordkeeping | $12,656 |
10 funds of $250K or more; 24 lines in all, holding $9.2M of the plan's $9.3M. From the 2024 filing. Recordkeeper: Equitable Advisors.
Target-date series: T. Rowe Price Retirement, other, 20% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| T. Rowe Price Retirement T. Rowe Price · Separate account Target-date, 11 vintages | $1.8M | 20.0% |
| EQ/Equity 500 Index Manager not matched · Separate account Index | $1.6M | 17.9% |
| EQ/Large Cap Growth Index Portfolio Manager not matched · Separate account Index | $1.1M | 11.5% |
| Eaton Vance Growth Fund Class R Morgan Stanley · Separate account | $970K | 10.6% |
| EQ/Large Cap Growth Managed Volatility Portfolio Manager not matched · Separate account | $450K | 4.9% |
| EQ/Large Cap Value Managed Volatility Portfolio Manager not matched · Separate account | $420K | 4.6% |
| EQ/Small Company Index Portfolio Manager not matched · Separate account Index | $411K | 4.5% |
| Invesco Oppenheimer Internatnl Growth R Invesco · Separate account | $286K | 3.1% |
| Janus Henderson Enterprise Fund Class R Janus Henderson · Separate account | $251K | 2.7% |
| Fidelity Vip Investment Grade Bond Port Fidelity (FMR) · Separate account | $247K | 2.7% |
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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.