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| Provider | Service type | Compensation |
|---|---|---|
EQUITABLE ADVISORS LLC6 years Filed as: EQUITABLE Service code 15 · EIN 13-5570651 | Recordkeeping | $51,796 |
10 funds of $250K or more; 31 lines in all, holding $9.9M of the plan's $10.2M. From the 2025 filing. Recordkeeper: Equitable Advisors.
Target-date series: Vanguard Target Retirement, mutual fund, 71% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 11 vintages | $4.3M | 43.7% |
| Vanguard Target Retirement Vanguard · Separate account Target-date, 1 vintage | $2.7M | 27.4% |
| Fidelity Large Cap Growth Index Fund Fidelity (FMR) · Mutual fund Index | $530K | 5.3% |
| Fidelity Large Cap Value Index Fund Fidelity (FMR) · Mutual fund Index | $526K | 5.3% |
| Vanguard Mid-Cap Value Index Fund Admiral Shares Vanguard · Mutual fund Index | $391K | 3.9% |
| Investment Contract with Insurance Company Equitable Financial Life Insurance Company Equitable · Insurance contract | $295K | 3.0% |
| NEW Perspective Fund Class R-6 Capital Group · Mutual fund | $279K | 2.8% |
| Vanguard International Growth Fund Admiral Shares Vanguard · Mutual fund | $194K | 2.0% |
| Fidelity Emerging Markets Index Fund Fidelity (FMR) · Mutual fund Index | $129K | 1.3% |
| Invesco Gold & Special Minerals Fund Class R6 Invesco · Mutual fund | $95K | 1.0% |
No lineup changes between the 2024 and 2025 filings.
Stable value and insurance contract lines, renames and class changes are not counted.
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 71,097 large plans that list their funds in their annual filing. Updated Nov 3, 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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.