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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping and information managem... | $804 |
1 fund of $250K or more; 2 lines in all, holding $4.5M of the plan's $4.5M. From the 2025 filing. Recordkeeper: Mutual of America.
| Fund | Dollars | % of funds% |
|---|---|---|
| Group Annuity Contract Mutual of America Mutual of America · Insurance contract Recordkeeper's own fund | $4.5M | 99.9% |
| Attachment to Jan2025 Form Manager not matched · Other | $6K | 0.1% |
Dropped 4 funds.
| Fund | Year-end value |
|---|---|
| DroppedMoA Clear Passage 2025 Fund | $543K |
| DroppedMutual of America Retirement Income Fund | $462K |
| DroppedMoA Clear Passage 2040 Fund | $323K |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 1 stable value or insurance line.
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.
Annual investment return is in the bottom quintile of the peer cohort.
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.