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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Claims processing; Participant loan p... | $1,821 |
5 funds of $250K or more; 26 lines in all, holding $4.7M of the plan's $4.9M. From the 2024 filing. Recordkeeper: Mutual of America.
Target-date series: MoA Clear Passage, mutual fund, 60% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| MoA Clear Passage Mutual of America · Mutual fund Target-date, 9 vintagesRecordkeeper's own fund | $2.8M | 60.2% |
| Equity Index Fund Mutual of America · Mutual fund IndexRecordkeeper's own fund | $291K | 6.2% |
| Mutual of America Interest Accumulation Account Mutual of America · Other Recordkeeper's own fund | $143K | 3.1% |
| Fidelity VIP Equity-Income Portfolio Fidelity (FMR) · Mutual fund | $143K | 3.0% |
| Small Cap Growth Fund Mutual of America · Mutual fund Recordkeeper's own fund | $118K | 2.5% |
| Diversified Value Portfolio Vanguard · Mutual fund | $106K | 2.2% |
| American Funds Insurance Series New World Fund Capital Group · Insurance contract | $92K | 2.0% |
| Mutual of America Balanced Fund Mutual of America · Mutual fund Recordkeeper's own fund | $92K | 1.9% |
| T. Rowe Price Blue Chip Growth Portfolio T. Rowe Price · Mutual fund | $82K | 1.7% |
| EQ/Mid Cap Index Portfolio Mutual of America · Mutual fund IndexRecordkeeper's own fund | $81K | 1.7% |
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.
The auditor signed off without reservation. This is the cleanest opinion.