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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping | $3,096 |
1 fund of $250K or more; 7 lines in all, holding $934K of the plan's $961K. From the 2024 filing. Recordkeeper: Mutual of America.
| Fund | Dollars | % of funds% |
|---|---|---|
| Mutual Fund Mutual of America Mutual of America · Mutual fund Recordkeeper's own fund | $892K | 95.6% |
| " Manager not matched · Mutual fund | $34K | 3.7% |
| Attachment to January 2024 Form Manager not matched · Other | $6K | 0.6% |
| Small Cap Equity Index Fund Mutual of America · Mutual fund IndexRecordkeeper's own fund | $737 | <0.1% |
| EQ/Mid Cap Index Portfolio Mutual of America · Mutual fund IndexRecordkeeper's own fund | $543 | <0.1% |
| Small Cap Growth Fund Mutual of America · Mutual fund Recordkeeper's own fund | $505 | <0.1% |
| Harbor International Fund Harbor Capital · Mutual fund | $101 | <0.1% |
Covers 61,314 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.
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.
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.