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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Claims processing; Participant loan p... | $2,286 |
11 funds of $250K or more; 36 lines in all, holding $8.9M of the plan's $8.9M. From the 2025 filing. Recordkeeper: Mutual of America.
Target-date series: MoA Clear Passage, mutual fund, 36% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| MoA Clear Passage Mutual of America · Mutual fund Target-date, 11 vintagesRecordkeeper's own fund | $3.2M | 35.9% |
| Fully Benefit-Responsive Investment Contract Mutual of America Life MOA Interest Accumulation Account Mutual of America · Insurance contract Recordkeeper's own fund | $1.3M | 14.9% |
| T. Rowe Price Blue Chip Growth Portfolio T. Rowe Price · Mutual fund | $691K | 7.8% |
| MoA Equity Index Fund Mutual of America · Mutual fund IndexRecordkeeper's own fund | $625K | 7.1% |
| Mutual of America Fidelity VIP Contrafund Portfolio Fidelity (FMR) · Mutual fund | $465K | 5.3% |
| MoA Mid Cap Equity Index Fund Mutual of America · Mutual fund IndexRecordkeeper's own fund | $420K | 4.7% |
| MoA Balanced Fund Mutual of America · Mutual fund Recordkeeper's own fund | $292K | 3.3% |
| Mutual of America Fidelity VIP Mid Cap Portfolio Fidelity (FMR) · Mutual fund | $224K | 2.5% |
| International Portfolio Vanguard · Mutual fund | $143K | 1.6% |
| Fund Mutual of America Invesco V.I. Main Street Fund Invesco · Mutual fund | $138K | 1.6% |
Dropped 1 fund.
| Fund | Year-end value |
|---|---|
| DroppedPooled Separate Accounts American Century | $406K |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 1 stable value or insurance line, 1 rename.
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.
Employer contribution per participant 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.