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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Claims processing; Recordkeeping and ... | $16,954 |
35 funds of $250K or more; 66 lines in all, holding $45.3M of the plan's $45.2M. From the 2024 filing. Recordkeeper: Mutual of America.
| Fund | Dollars | % of funds% |
|---|---|---|
| Guaranteed contract Interest Accumulation Account Mutual of America · Insurance contract Recordkeeper's own fund | $5.2M | 11.5% |
| MoA Clear Passage 2040 Fund Mutual of America · Insurance contract Recordkeeper's own fund | $4.7M | 10.4% |
| MoA Clear Passage 2030 Fund Mutual of America · Insurance contract Recordkeeper's own fund | $3.4M | 7.5% |
| MoA Clear Passage 2045 Fund Mutual of America · Insurance contract Recordkeeper's own fund | $3.3M | 7.3% |
| MoA Clear Passage 2035 Fund Mutual of America · Insurance contract Recordkeeper's own fund | $3.1M | 6.9% |
| MoA Balanced Fund Mutual of America Mutual of America · Insurance contract Recordkeeper's own fund | $3.1M | 6.9% |
| MoA Clear Passage 2025 Fund Mutual of America · Insurance contract Recordkeeper's own fund | $2.1M | 4.6% |
| MoA Clear Passage 2050 Fund Mutual of America · Insurance contract Recordkeeper's own fund | $1.7M | 3.7% |
| Fidelity VIP Contrafund Portfolio Fidelity (FMR) · Insurance contract | $1.1M | 2.3% |
| Fidelity VIP Asset Manager Portfolio Mutual of America Fidelity (FMR) · Insurance contract | $1.1M | 2.3% |
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.
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.