Filings through .
See peer percentile detail with Pro.
Pro shows the percentile for each metric against plans of the same size and industry. Free for 7 days, no card. Then $49 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Participant loan processing; Claims p... | $4,303 |
1 fund of $250K or more; 4 lines in all, holding $18.8M of the plan's $18.8M. 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 | $18.7M | 99.4% |
| Concorde Battery Corporation . Mutual of America · Insurance contract Recordkeeper's own fund | $104K | 0.6% |
| Attachment to Oct2024 Form Manager not matched · Other | $11K | <0.1% |
| Group Annuity Contract Mutual of America Vanguard VIF Real Estate Index Port Vanguard · Insurance contract Index | $2K | <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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.