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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping and information managem... | $1,927 |
17 funds of $250K or more; 32 lines in all, holding $13.9M of the plan's $14.0M. From the 2025 filing. Recordkeeper: Mutual of America.
Target-date series: MoA Clear Passage, mutual fund, 52% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| MoA Clear Passage Mutual of America · Mutual fund Target-date, 10 vintagesRecordkeeper's own fund | $7.2M | 51.8% |
| December 31, 2025 Mutual of America Mutual of America · Other Recordkeeper's own fund | $1.7M | 12.0% |
| Portfolio Mutual of America Mutual of America US Mutual of America · Mutual fund Recordkeeper's own fund | $740K | 5.3% |
| T. Rowe Price Blue Chip Growth Portfolio T. Rowe Price · Mutual fund | $679K | 4.9% |
| Fidelity Contrafund Fidelity (FMR) · Mutual fund | $468K | 3.4% |
| Equity Index Fund Mutual of America · Mutual fund IndexRecordkeeper's own fund | $463K | 3.3% |
| Fidelity VIP Mid Cap Portfolio Fidelity (FMR) · Mutual fund | $346K | 2.5% |
| International Portfolio Vanguard · Mutual fund | $327K | 2.4% |
| Core Bond Fund Mutual of America · Mutual fund Recordkeeper's own fund | $281K | 2.0% |
| Mutual of America Small Cap Growth N/R Mutual of America · Other Recordkeeper's own fund | $274K | 2.0% |
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.
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.
The auditor signed off without reservation. This is the cleanest opinion.