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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping | $98,259 |
23 funds of $250K or more; 44 lines in all, holding $27.5M of the plan's $27.6M. From the 2025 filing. Recordkeeper: Mutual OF America SEC.
Target-date series: MoA Clear Passage, mutual fund, 26% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| MoA Clear Passage Mutual of America · Mutual fund Target-date, 10 vintages | $7.3M | 26.5% |
| MoA US Government Money Market Fund Mutual of America · Money market | $3.3M | 11.9% |
| Fidelity Advisor New Insights Fund Class Z Fidelity (FMR) · Mutual fund | $3.0M | 11.0% |
| MoA Equity Index Fund Mutual of America · Mutual fund Index | $2.6M | 9.6% |
| MoA Mid Cap Equity Index Fund Mutual of America · Mutual fund Index | $1.5M | 5.5% |
| MoA Moderate Allocation Fund Mutual of America · Mutual fund | $1.1M | 4.0% |
| Vanguard International Growth Fund Admiral Shares Vanguard · Mutual fund | $1.1M | 3.8% |
| T. Rowe Price Spectrum Cnsrv Allc I T. Rowe Price · Mutual fund | $894K | 3.3% |
| T. Rowe Price Blue Chip Growth Fund, Inc. T. Rowe Price Blue Chip Growth Fund-I Class T. Rowe Price · Mutual fund | $830K | 3.0% |
| Fidelity Advisor Mid Cap II Fund Class Z Fidelity (FMR) · Mutual fund | $701K | 2.5% |
Added 1 fund.
| Fund | Year-end value |
|---|---|
| AddedMoA Equity Index Fund | $2.6M |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 2 renames.
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 71,097 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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.