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| Provider | Service type | Compensation |
|---|---|---|
EQUITABLE ADVISORS LLC2 years Filed as: EQUITABLE Service code 15 · EIN 13-5570651 | Recordkeeping | $122,715 |
8 funds of $250K or more; 19 lines in all, holding $5.4M of the plan's $5.5M. From the 2025 filing. Recordkeeper: Equitable Advisors.
Target-date series: Vanguard Target Retirement, other, 4% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| AB Relative Value Fund, INC. Class Z AllianceBernstein · Insurance contract | $756K | 14.1% |
| Vanguard Growth and Income Fund Admiral Shares Vanguard · Insurance contract | $743K | 13.9% |
| Vanguard VIF Total Bond Market Index Portfolio Vanguard · Insurance contract Index | $685K | 12.8% |
| Fully Benefit-Responsive Investment Contract: Equitable Financial Life Insurance Company Equitable · Insurance contract | $617K | 11.5% |
| DoubleLine Core Fixed Income Fund Class R6 DoubleLine · Insurance contract | $566K | 10.5% |
| Fidelity 500 Index Fund Fidelity (FMR) · Insurance contract Index | $563K | 10.5% |
| BlackRock High Yield Portfolio BlackRock · Insurance contract | $296K | 5.5% |
| Vanguard Total International Stock Index Fund Admiral Shares Vanguard · Insurance contract Index | $275K | 5.1% |
| Vanguard Target Retirement Vanguard · Insurance contract Target-date, 10 vintages | $193K | 3.6% |
| Vanguard International Growth Fund Admiral Shares Vanguard · Insurance contract | $157K | 2.9% |
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return 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).
The auditor signed off without reservation. This is the cleanest opinion.