Retirement plan

FORTIER PUBLIC RELATIONS, LLC 401(K) PLAN

Name: FORTIER PUBLIC RELATIONS, LLC - FORTIER PUBLIC RELATIONS, LLC 401(K) PLAN (2017) 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 2017

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

Other plans on this EIN

1 filing

#001Retirement-$1.9M assets

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$804K

+43.6% from 2016

Total participants

+50.0% from 2016

Average account balance

$89,385

-4.3% from 2016

Annual return

13.82%

+7.27 pp from 2016

Benchmarks

See 11,957 peers

Peer group

Industry56 - Administrative and Support and Waste Management and Remediation Services

Plan typeDefined contribution

Participants<25

Cohort11,957 peers

Snapshot2017

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

0 tripped

No flags tripped for this filing year. This plan looks clean.

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

$89,385

$101,063-11.6%

$81,473+9.7%

$147,586-39.4%

Participation rate

100.0%

74.5%+25.5pp

68.0%+32.0pp

82.8%+17.2pp

Annual return

13.82%

32.41%-18.6pp

38.78%-25.0pp

578.59%-564.8pp

Employer contribution / active EE

$14,975

$3,206+367.2%

$2,568+483.1%

$4,876+207.1%

Participant deferral / active EE

$12,837

$4,242+202.6%

$3,537+262.9%

$5,439+136.0%

Admin fee / account holder

$5,812-100.0%

$4,561-100.0%

$10,886-100.0%

FORTIER PUBLIC RELATIONS, LLC 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

FORTIER PUBLIC RELATIONS, LLC 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Audit opinion

Benchmarks

Service providers

Opportunity flags

Audit opinion