Filings through .
Filed July 23, 2020 (most recent of 2 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail with Pro.
Pro shows the percentile for each metric against plans of the same size and industry. Free for 7 days, no card. Then $49 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Claims processing; Recordkeeping and ... | $2,990 |
11 funds of $250K or more; 32 lines in all, holding $8.6M of the plan's $9.7M. From the 2025 filing. Recordkeeper: Mutual of America.
Target-date series: MoA Clear Passage, other, 57% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| MoA Clear Passage Mutual of America · Separate account Target-date, 10 vintagesRecordkeeper's own fund | $4.9M | 57.0% |
| Mutual of America Vanguard VIF Diversified Value Vanguard · Separate account | $701K | 8.2% |
| Mutual of America Fidelity Investments VIP Asset Manager Fidelity (FMR) · Separate account | $640K | 7.5% |
| Mutual of America Vanguard VIF International Vanguard · Separate account | $523K | 6.1% |
| Mutual of America Equity Index Fund Mutual of America · Separate account IndexRecordkeeper's own fund | $414K | 4.8% |
| Mutual of America International Fund Mutual of America · Separate account Recordkeeper's own fund | $188K | 2.2% |
| Mutual of America Moderate Allocation Fund Mutual of America · Separate account Recordkeeper's own fund | $149K | 1.7% |
| Mutual of America Core Bond Fund Mutual of America · Separate account Recordkeeper's own fund | $107K | 1.3% |
| Franklin U.S. Government Money Fund Franklin Templeton · Separate account | $106K | 1.2% |
| Mutual of America Fidelity VIP Contrafund Portfolio Fidelity (FMR) · Separate account | $96K | 1.1% |
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.
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.
The auditor signed off without reservation. This is the cleanest opinion.