Filings through .
See peer percentile detail with Pro.
Pro shows the percentile for each metric against plans of the same size and industry. Free for 7 days, no card. Then $49 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Participant loan processing; Claims p... | $8,401 |
11 funds of $250K or more; 47 lines in all, holding $8.6M of the plan's $9.1M. From the 2025 filing. Recordkeeper: Mutual of America.
| Fund | Dollars | % of funds% |
|---|---|---|
| MoA Clear Passage 2045 Fund Mutual of America · Mutual fund Recordkeeper's own fund | $1.1M | 13.1% |
| MoA Clear Passage 2040 Fund Mutual of America · Mutual fund Recordkeeper's own fund | $1.1M | 12.3% |
| MoA Clear Passage 2035 Fund Mutual of America · Mutual fund Recordkeeper's own fund | $924K | 10.8% |
| MoA Clear Passage 2030 Fund Mutual of America · Mutual fund Recordkeeper's own fund | $777K | 9.1% |
| MoA Clear Passage 2050 Fund Mutual of America · Mutual fund Recordkeeper's own fund | $583K | 6.8% |
| Interest Accumulation Account Mutual of America · Other Recordkeeper's own fund | $571K | 6.7% |
| MoA Clear Passage 2055 Fund Mutual of America · Mutual fund Recordkeeper's own fund | $520K | 6.1% |
| MoA Clear Passage 2025 Fund Mutual of America · Mutual fund Recordkeeper's own fund | $434K | 5.1% |
| MoA Clear Passage 2060 Fund Mutual of America · Mutual fund Recordkeeper's own fund | $388K | 4.5% |
| Equity Index Fund Mutual of America · Mutual fund IndexRecordkeeper's own fund | $310K | 3.6% |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.