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4 funds of $250K or more; 2 lines in all, holding $3.0M of the plan's $3.1M. From the 2024 filing. Recordkeeper: Mutual of America.
Target-date series: MoA Clear Passage, other, 51% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| MoA Clear Passage Manager not matched · Separate account Target-date, 10 vintages | $1.5M | 50.9% |
| G) lnvestments: General Account Fund Manager not matched · Insurance contract | $1.5M | 49.1% |
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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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).