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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRINCIPAL LIFE INSURANCE COMPANY Service code 13 · EIN 42-0127290 | Contract Administrator | $23,216 |
Filed as: BREMER BANK Service code 27 · EIN 41-0224890 | Advisory (Plan) | $6,903 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
16 funds of $250K or more; 38 lines in all, holding $11.9M of the plan's $12.0M. From the 2024 filing. Recordkeeper: Mutual of America.
Target-date series: MoA Clear Passage, other, 36% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| MoA Clear Passage Mutual of America · Separate account Target-date, 10 vintagesRecordkeeper's own fund | $4.2M | 35.6% |
| Mutual of America Equity Index Fund Mutual of America · Separate account IndexRecordkeeper's own fund | $1.3M | 11.2% |
| Calvert VP SRI Balanced Portfolio Morgan Stanley · Separate account | $716K | 6.0% |
| Mutual of America Mid-Cap Equity Index Fund Mutual of America · Separate account IndexRecordkeeper's own fund | $573K | 4.8% |
| Interest Accumulation Account Mutual of America · Other Recordkeeper's own fund | $552K | 4.6% |
| Fidelity VIP Contrafund Portfolio Fidelity (FMR) · Separate account | $388K | 3.3% |
| T. Rowe Price Blue Chip Growth T. Rowe Price · Separate account | $366K | 3.1% |
| DWS Capital Growth VIP DWS · Separate account | $363K | 3.1% |
| Mutual of America Moderate Allocation Fund Mutual of America · Separate account Recordkeeper's own fund | $359K | 3.0% |
| Vanguard VIF International Portfolio Vanguard · Separate account | $351K | 3.0% |
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.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.