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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Participant loan processing; Recordke... | $339 |
12 funds of $250K or more; 51 lines in all, holding $8.3M of the plan's $8.4M. From the 2025 filing. Recordkeeper: Mutual of America.
Target-date series: MoA Clear Passage, other, 21% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| MoA Clear Passage Manager not matched · Separate account Target-date, 9 vintages | $1.7M | 20.9% |
| MoA Equity Index Fund Manager not matched · Separate account Index | $804K | 9.7% |
| General Account Mutual of America · Insurance contract Recordkeeper's own fund | $445K | 5.3% |
| T. Rowe Price Blue Chip Growth T. Rowe Price · Separate account | $412K | 4.9% |
| Vanguard VIF International Portfolio Vanguard · Separate account | $380K | 4.6% |
| DWS Capital Growth VIP DWS · Separate account | $373K | 4.5% |
| MoA Mid Cap Equity Index Fund Manager not matched · Separate account Index | $332K | 4.0% |
| Fidelity VIP Contrafund Portfolio Fidelity (FMR) · Separate account | $306K | 3.7% |
| PIMCO VIT Real Return Portfolio PIMCO (Allianz) · Separate account | $275K | 3.3% |
| MoA Conservative Allocation Fund Manager not matched · Separate account | $252K | 3.0% |
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.
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).
The auditor signed off without reservation. This is the cleanest opinion.