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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Claims processing; Recordkeeping and ... | $1,022 |
2 funds of $250K or more; 27 lines in all, holding $1.7M of the plan's $1.7M. From the 2025 filing. Recordkeeper: Mutual of America.
| Fund | Dollars | % of funds% |
|---|---|---|
| Clear Passage 2045 Mutual of America · Other Recordkeeper's own fund | $313K | 18.9% |
| Clear Passage 2055 Mutual of America · Other Recordkeeper's own fund | $285K | 17.2% |
| Clear Passage 2035 Mutual of America · Other Recordkeeper's own fund | $211K | 12.7% |
| Clear Passage 2050 Mutual of America · Other Recordkeeper's own fund | $208K | 12.6% |
| Clear Passage 2060 Mutual of America · Other Recordkeeper's own fund | $170K | 10.2% |
| Clear Passage 2040 Mutual of America · Other Recordkeeper's own fund | $156K | 9.4% |
| Clear Passage 2030 Mutual of America · Other Recordkeeper's own fund | $124K | 7.4% |
| Clear Passage 2025 Mutual of America · Other Recordkeeper's own fund | $81K | 4.9% |
| Equity Index Fund Mutual of America · Mutual fund IndexRecordkeeper's own fund | $37K | 2.2% |
| Clear Passage 2065 Mutual of America · Other Recordkeeper's own fund | $22K | 1.3% |
No lineup changes between the 2024 and 2025 filings.
Stable value and insurance contract lines, renames and class changes are not counted.
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 71,410 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.
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.