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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping | $28,075 |
Filed as: WILSHIRE ASSOCIATES INC. Service code 31 1299 OCEAN AVENUE · SANTA MONICA, CA 90401 | Named fiduciary | $4,385 |
1 fund of $250K or more; 2 lines in all, holding $9.3M of the plan's $9.5M. From the 2025 filing. Recordkeeper: Mutual OF America SEC.
| Fund | Dollars | % of funds% |
|---|---|---|
| Mutual Fund Mutual of America Mutual of America · Mutual fund | $9.3M | 99.9% |
| Attachment to Jan2025 Form Manager not matched · Other | $6K | <0.1% |
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.