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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Claims processing; Recordkeeping and ... | $5,293 |
6 funds of $250K or more; 21 lines in all, holding $3.4M of the plan's $3.4M. From the 2025 filing. Recordkeeper: Mutual of America.
Target-date series: MoA Clear Passage, mutual fund, 44% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| MoA Clear Passage Mutual of America · Mutual fund Target-date, 10 vintagesRecordkeeper's own fund | $1.5M | 44.2% |
| contract: Interest Accumulation Account Mutual of America · Insurance contract Recordkeeper's own fund | $397K | 11.8% |
| Fidelity Contrafund Fidelity (FMR) · Mutual fund | $341K | 10.1% |
| Moderate Allocation Mutual of America · Other Recordkeeper's own fund | $288K | 8.6% |
| American Century American Century · Other | $212K | 6.3% |
| Vanguard VIF International Vanguard · Mutual fund | $153K | 4.6% |
| Mid-Term Bond Fund Mutual of America · Mutual fund Recordkeeper's own fund | $97K | 2.9% |
| Mutual of America Retirement Mutual of America · Mutual fund Recordkeeper's own fund | $88K | 2.6% |
| Small Cap Growth Fund Mutual of America · Mutual fund Recordkeeper's own fund | $82K | 2.4% |
| Small Cap Value Fund Mutual of America · Mutual fund Recordkeeper's own fund | $57K | 1.7% |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.