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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping and information managem... | $1,488 |
14 funds of $250K or more; 38 lines in all, holding $10.0M of the plan's $10.8M. From the 2024 filing. Recordkeeper: Mutual of America.
Target-date series: MoA Clear Passage, other, 21% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Mutual of America Interest Accumulation Account Mutual of America · Insurance contract Recordkeeper's own fund | $2.4M | 23.8% |
| MoA Clear Passage Mutual of America · Separate account Target-date, 11 vintagesRecordkeeper's own fund | $2.1M | 20.7% |
| DWS Capital Growth Fund DWS · Separate account | $583K | 5.8% |
| Aggressive Allocation Fund Institutional Mutual of America · Separate account Recordkeeper's own fund | $531K | 5.3% |
| T. Rowe Price Blue Chip Growth T. Rowe Price · Separate account | $459K | 4.6% |
| Mutual of America Equity Index Fund Mutual of America · Separate account IndexRecordkeeper's own fund | $419K | 4.2% |
| Mutual of America Moderate Allocation Fund Mutual of America · Separate account Recordkeeper's own fund | $406K | 4.1% |
| Vanguard VIF International Portfolio Vanguard · Separate account | $382K | 3.8% |
| Vanguard Vif Total Bond Mkt Index Vanguard · Separate account Index | $295K | 2.9% |
| Fidelity VIP Mid Cap Portfolio Fidelity (FMR) · Separate account | $277K | 2.8% |
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.