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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping and information managem... | $1,366 |
27 funds hold $1.3M of the plan's $1.5M. From the 2024 filing. Recordkeeper: Mutual of America.
Target-date series: MoA Clear Passage, mutual fund, 50% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| MoA Clear Passage Mutual of America · Mutual fund Target-date, 9 vintagesRecordkeeper's own fund | $643K | 50.4% |
| Insurance Company General Account: Mutual of America Mutual of America · Insurance contract Recordkeeper's own fund | $235K | 18.4% |
| Key Guaranteed Portfolio F Empower · Insurance contract | $72K | 5.6% |
| MoA US Government Money Market Fund Mutual of America · Money market Recordkeeper's own fund | $47K | 3.7% |
| MoA Retirement Income Fund Mutual of America · Mutual fund Recordkeeper's own fund | $44K | 3.5% |
| MoA Moderate Allocation Fund Mutual of America · Mutual fund Recordkeeper's own fund | $39K | 3.0% |
| Invesco V.I. Main Street Fund Invesco · Mutual fund | $21K | 1.6% |
| Fidelity VIP Equity-Income Portfolio Fidelity (FMR) · Mutual fund | $19K | 1.5% |
| MoA Aggressive Allocation Fund Mutual of America · Mutual fund Recordkeeper's own fund | $18K | 1.4% |
| Diversified Value Portfolio Vanguard · Mutual fund | $18K | 1.4% |
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.
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.
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.