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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping and information managem... | $1,459 |
3 funds of $250K or more; 12 lines in all, holding $17.2M of the plan's $17.5M. From the 2025 filing. Recordkeeper: Mutual of America.
Dropped 11 funds.
| Fund | Year-end value |
|---|---|
| DroppedMoA Clear Passage 2040 Fund | $2.3M |
| DroppedMoA Clear Passage 2035 Fund | $1.9M |
| DroppedMoA Clear Passage 2045 Fund | $1.2M |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 3 stable value or insurance lines.
Changes of at least $250K and 0.1% of the plan between the 2024 and 2025 filings. Values are year-end holdings, not money moved.
Covers 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 2026. Shares describe these plans, not the whole market.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.