Retirement plan

FORTIER PUBLIC RELATIONS, LLC 401(K) PLAN

Name: FORTIER PUBLIC RELATIONS, LLC - FORTIER PUBLIC RELATIONS, LLC 401(K) PLAN (2015) Form 5500
Creator: FORTIER PUBLIC RELATIONS, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, FORTIER PUBLIC RELATIONS, LLC 401(K) PLAN, FORTIER PUBLIC RELATIONS, LLC

FORTIER PUBLIC RELATIONS, LLCEIN 75-3233609Plan #002PY 2015

211 WEST 18TH STREET, APT. PH - NEW YORK, NY 10011212-675-6460

Other plans on this EIN

1 filing

#001Retirement-$1.6M assets

Prospect flagsLow returnsHigh fees

How to read this page

Total assets (EOY)

$410K

No prior year

Total participants

No prior year

Average account balance

$102,566

No prior year

Annual return

-5.43%

No prior year

Benchmarks

See 9,819 peers

Peer group

Industry56 - Administrative and Support and Waste Management and Remediation Services

Plan typeDefined contribution

Participants<25

Cohort9,819 peers

Snapshot2015

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$3.61M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$139K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

144.4%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$407K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$23K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+25.15%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$1598

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

0 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2E2J2T3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

2 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$2K

$399 / participant

Other / not subdivided$2K100.0%

% of EOY assets

0.389%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$102,566

$84,518+21.4%

$67,704+51.5%

$125,389-18.2%

Participation rate

100.0%

74.8%+25.2pp

67.5%+32.5pp

83.2%+16.8pp

Annual return

-5.43%

2.57%-8.0pp

25.41%-30.8pp

282.24%-287.7pp

Employer contribution / active EE

$1,104

$3,292-66.5%

$2,559-56.9%

$4,866-77.3%

Participant deferral / active EE

$10,500

$4,430+137.0%

$3,585+192.9%

$5,352+96.2%

Admin fee / account holder

$399

$5,340-92.5%

$4,255-90.6%

$9,541-95.8%

FORTIER PUBLIC RELATIONS, LLC 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

FORTIER PUBLIC RELATIONS, LLC 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion