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 |
|---|---|---|
IBI ADVISORS5 years Service code 26 326 MAIN STREET · GRAND JUNCTION, CO 81501 | Advisory (Participants) | $23,906 |
Filed as: THE RETIREMENT PLAN COMPANY Service code 51 · EIN 38-3712991 | Investment Mgmt Fees | $15,771 |
10 funds of $250K or more; 16 lines in all, holding $6.7M of the plan's $7.0M. From the 2024 filing. Recordkeeper: Not identified.
Target-date series: Nuveen Lifecycle Index, mutual fund, 27% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Nuveen Lifecycle Index TIAA (Nuveen) · Mutual fund Target-date, 6 vintages | $1.9M | 27.4% |
| date, rate of interest, collateral, par or Current Mutual Funds: JP Morgan Fund JPMorgan · Mutual fund | $1.0M | 15.3% |
| Fidelity Puritan Fund Fidelity (FMR) · Mutual fund | $1.0M | 15.3% |
| Vanguard Total Stock Market Index Fund Admiral Shares Vanguard · Mutual fund Index | $825K | 12.2% |
| Charles Schwab Bank Charles Schwab · Money market | $522K | 7.7% |
| Federated Hermes Mid-Cap Index Fund Institutional Shares Federated Hermes · Mutual fund Index | $288K | 4.3% |
| Janus Henderson Enterprise Fund Class I Janus Henderson · Mutual fund | $281K | 4.2% |
| BNY Mellon Equity Income Fund (1) BNY · Mutual fund | $259K | 3.8% |
| Federated MDT Small Cap Growth Instl Federated Hermes · Other | $165K | 2.4% |
| Federated MDT Small CP CR FD Inst CL Federated Hermes · Other | $127K | 1.9% |
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.