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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Claims processing; Recordkeeping and ... | $1,007 |
2 funds of $250K or more; 8 lines in all, holding $3.1M of the plan's $3.1M. From the 2025 filing. Recordkeeper: Mutual of America.
| Fund | Dollars | % of funds% |
|---|---|---|
| Group Annuity Contract Mutual of America Mutual of America · Insurance contract Recordkeeper's own fund | $2.4M | 77.2% |
| Group Annuity Contract . Manager not matched · Insurance contract | $396K | 12.9% |
| Group Annuity Contract Mutual of America Vanguard VIF Diversified Value Port Vanguard · Insurance contract | $103K | 3.4% |
| Group Annuity Contract Mutual of America T. Rowe Price Blue Chip Growth Port T. Rowe Price · Insurance contract | $76K | 2.5% |
| Group Annuity Contract Mutual of America Vanguard VIF International Portfoli Vanguard · Insurance contract | $63K | 2.0% |
| Group Annuity Contract Mutual of America PIMCO VIT Real Return Portfolio PIMCO (Allianz) · Insurance contract | $49K | 1.6% |
| Attachment to January 2025 Form Manager not matched · Other | $11K | 0.4% |
| The Southwestern Child Development Commission, Inc. . Manager not matched · Insurance contract | $492 | <0.1% |
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.
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.