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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping and information managem... | $746 |
12 funds of $250K or more; 33 lines in all, holding $8.9M of the plan's $9.0M. From the 2024 filing. Recordkeeper: Mutual of America.
Target-date series: MoA Clear Passage, mutual fund, 40% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| MoA Clear Passage Mutual of America · Mutual fund Target-date, 10 vintagesRecordkeeper's own fund | $3.6M | 40.2% |
| Insurance Company General Account - Interest Accumulation Account Manager not matched · Insurance contract | $1.2M | 13.6% |
| Fidelity Contrafund Fidelity (FMR) · Mutual fund | $418K | 4.7% |
| American Century VP Capital Appreciation American Century · Other | $375K | 4.2% |
| T. Rowe Price Blue Chip Growth Portfolio T. Rowe Price · Mutual fund | $329K | 3.7% |
| Equity Index Fund Mutual of America · Mutual fund IndexRecordkeeper's own fund | $321K | 3.6% |
| DWS Capital Growth VIP DWS · Other | $259K | 2.9% |
| International Portfolio Vanguard · Mutual fund | $252K | 2.8% |
| Aggressive Allocation Fund Institutional Mutual of America · Mutual fund Recordkeeper's own fund | $243K | 2.7% |
| Small Cap Growth Fund Mutual of America · Mutual fund Recordkeeper's own fund | $169K | 1.9% |
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.
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.