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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping and information managem... | $3,061 |
5 funds of $250K or more; 33 lines in all, holding $4.9M of the plan's $5.1M. From the 2025 filing. Recordkeeper: Mutual of America.
Target-date series: MoA Clear Passage, other, 24% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| MoA Clear Passage Mutual of America · Insurance contract Target-date, 10 vintagesRecordkeeper's own fund | $1.2M | 24.4% |
| MoA Small Cap Value Fund Mutual of America · Insurance contract Recordkeeper's own fund | $761K | 15.7% |
| MoA Core Bond Fund Mutual of America · Insurance contract Recordkeeper's own fund | $387K | 8.0% |
| Fidelity VIP Asset Manager Portfolio Mutual of America Fidelity (FMR) · Insurance contract | $385K | 7.9% |
| Mutual of America Mutual of America · Insurance contract Recordkeeper's own fund | $378K | 7.8% |
| MoA Small Cap Equity Index Fund Mutual of America · Insurance contract IndexRecordkeeper's own fund | $168K | 3.5% |
| MoA Balanced Fund Mutual of America · Insurance contract Recordkeeper's own fund | $141K | 2.9% |
| American Century Investments VP Capital Appreciation Fund Mutual of America American Century · Insurance contract | $139K | 2.9% |
| MoA All America Fund Mutual of America Mutual of America · Insurance contract Recordkeeper's own fund | $135K | 2.8% |
| MoA Aggressive Allocation Fund Mutual of America · Insurance contract Recordkeeper's own fund | $128K | 2.6% |
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.
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.