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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping and information managem... | $2,425 |
6 funds of $250K or more; 37 lines in all, holding $5.0M of the plan's $5.4M. From the 2024 filing. Recordkeeper: Mutual of America.
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity VIP Contrafund Portfolio Fidelity (FMR) · Separate account | $590K | 11.9% |
| Mutual of America 2050 Retirement Fund Mutual of America · Separate account Recordkeeper's own fund | $503K | 10.2% |
| Mutual of America Mid-Cap Equity Index Mutual of America · Separate account IndexRecordkeeper's own fund | $420K | 8.5% |
| Fidelity VIP Equity-Income Portfolio Fidelity (FMR) · Separate account | $339K | 6.9% |
| Mutual of America 2045 Retirement Fund Mutual of America · Separate account Recordkeeper's own fund | $317K | 6.4% |
| Mutual of America Equity Index Fund Mutual of America · Separate account IndexRecordkeeper's own fund | $289K | 5.8% |
| Mutual of America Aggressive Allocation Fund Mutual of America · Separate account Recordkeeper's own fund | $247K | 5.0% |
| Vanguard VIF International Portfolio Vanguard · Separate account | $232K | 4.7% |
| Mutual of America 2030 Retirement Fund Mutual of America · Separate account Recordkeeper's own fund | $217K | 4.4% |
| Mutual of America 2015 Retirement Fund Mutual of America · Separate account Recordkeeper's own fund | $198K | 4.0% |
Covers 60,908 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.
The auditor signed off without reservation. This is the cleanest opinion.