Fortis Investments Management, Inc.
86
Plan:
Fortis Investments Retirement Plan
16
75
89
0
10
20
30
40
50
60
70
80
90
100
For the average 401k participant, the 3 point difference between this plan's BrightScope Rating (86) and the top rated plan (89) could equate to:
[How is this calculated?]
[How is this calculated?]
3 additional years of workThe delay in retirement calculations apply solely to this defined contribution plan and do not take into account other retirement plans and programs offered by this employer.
Retirement Plan Description
Fortis Investments Retirement Plan is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 86, placing it in the top 15% of all plans in its peer group. This plan is also in the top 15% of plans for Company Generosity and Salary Deferral. Fortis Investments Retirement Plan currently has over 100 active participants and over $13.4M in plan assets.
Retirement Plan Details
| Address |
75 State Street Ste 2700
Boston, MA 02109 |
| Industry | Finance and Insurance |
| Administrator | John Barletta |
| Net Plan Assets | $13,400,000 |
| Total Participants | 180 |
| Avg Account Balance | $75,000 |
Compare Other Companies in Peer Group
| Chatham Financial | 87.5 |
| APG Asset Management | 85.6 |
| Halcyon Asset Management LLC | 78.9 |
| Mercer Advisors | 75.6 |
| Dental Management Strategies, LLC | 72.9 |
| CRT Capital Group, L.L.C. | 71.9 |
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