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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping and information managem... | $2,010 |
2 funds of $250K or more; 6 lines in all, holding $6.8M of the plan's $6.8M. From the 2025 filing. Recordkeeper: Mutual of America.
| Fund | Dollars | % of funds% |
|---|---|---|
| Group Annuity Contract Mutual of America Mutual of America · Insurance contract Recordkeeper's own fund | $6.1M | 89.2% |
| Group Annuity Contract Mutual of America Vanguard VIF International Portfoli Vanguard · Insurance contract | $384K | 5.6% |
| Metropolitan Family Service, Inc. . Mutual of America · Insurance contract Recordkeeper's own fund | $194K | 2.8% |
| Group Annuity Contract Mutual of America Vanguard VIF Real Estate Index Port Vanguard · Insurance contract Index | $131K | 1.9% |
| Group Annuity Contract Mutual of America Vanguard VIF Total Bond Market Inde Vanguard · Insurance contract Index | $20K | 0.3% |
| Attachment to Jul2024 Form Manager not matched · Other | $11K | 0.2% |
Covers 61,314 large plans that list their funds in their annual filing. Updated Nov 2, 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.
The auditor signed off without reservation. This is the cleanest opinion.