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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVE · NEW YORK, NY 10022 | Participant loan processing; Claims p... | $2,828 |
4 funds of $250K or more; 29 lines in all, holding $3.5M of the plan's $3.5M. From the 2024 filing. Recordkeeper: Mutual of America.
Target-date series: MoA Clear Passage, other, 60% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| MoA Clear Passage Mutual of America · Insurance contract Target-date, 10 vintagesRecordkeeper's own fund | $2.1M | 59.8% |
| Mutual of America general account: Mutual of America Life Insurance Company Mutual of America · Insurance contract Recordkeeper's own fund | $573K | 16.5% |
| Mutual of America Mid Cap Equity Index Fund Mutual of America · Insurance contract IndexRecordkeeper's own fund | $92K | 2.6% |
| VP Capital Appreciation Fund American Century · Mutual fund | $90K | 2.6% |
| Invesco V.I. Main Street Fund Invesco · Mutual fund | $86K | 2.5% |
| Mutual of America Core Bond Fund Mutual of America · Insurance contract Recordkeeper's own fund | $86K | 2.5% |
| Fidelity Contrafund Fidelity (FMR) · Mutual fund | $58K | 1.7% |
| Fidelity VIP Equity-Income Portfolio Fidelity (FMR) · Mutual fund | $53K | 1.5% |
| Mutual of America Equity Index Fund Mutual of America · Insurance contract IndexRecordkeeper's own fund | $53K | 1.5% |
| DWS Capital Growth VIP DWS · Other | $47K | 1.4% |
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.
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.