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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping and information managem... | $2,854 |
2 funds of $250K or more; 33 lines in all, holding $2.5M of the plan's $2.5M. From the 2024 filing. Recordkeeper: Mutual of America.
Target-date series: MoA Clear Passage, other, 17% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| MoA Clear Passage Mutual of America · Separate account Target-date, 8 vintagesRecordkeeper's own fund | $415K | 16.7% |
| General Account Fund: Mutual of America Interest Accumulation Account Mutual of America · Insurance contract Recordkeeper's own fund | $390K | 15.7% |
| Mutual of America Equity Index Fund Mutual of America · Separate account IndexRecordkeeper's own fund | $339K | 13.6% |
| Mutual of America Mid-Cap Equity Index Fund Mutual of America · Separate account IndexRecordkeeper's own fund | $149K | 6.0% |
| Mutual of America Money Market Fund Mutual of America · Money market Recordkeeper's own fund | $143K | 5.8% |
| Dimensional Retirement Income Fund Institutional Class Dimensional · Separate account | $143K | 5.8% |
| Mutual of America Balanced Fund Mutual of America · Separate account Recordkeeper's own fund | $133K | 5.4% |
| Fidelity VIP Equity-Income Portfolio Fidelity (FMR) · Separate account | $115K | 4.6% |
| T. Rowe Price Blue Chip Growth T. Rowe Price · Separate account | $102K | 4.1% |
| DWS Capital Growth VIP DWS · Separate account | $85K | 3.4% |
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.
Participant contribution per participant 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.