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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MUTUAL OF AMERICA Service code 12 · EIN 13-1614399 | Recordkeeping and information managem... | $8,776 |
2 funds hold $20.1M of the plan's $20.5M. From the 2025 filing. Recordkeeper: Mutual of America.
| Fund | Dollars | % of funds% |
|---|---|---|
| at Fair Value) Pooled Separate Accounts Manager not matched · Separate account | $16.1M | 80.1% |
| Insurance Co. General Account Manager not matched · Insurance contract | $4.0M | 19.9% |
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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.
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.