Retirement plan

CATHAY PACIFIC AIRWAYS LIMITED UNITED STATES DISCRETIONARY CONTRIBUTION PLAN

Name: CATHAY PACIFIC AIRWAYS LIMITED - CATHAY PACIFIC AIRWAYS LIMITED UNITED STATES DISCRETIONARY CONTRIBUTION PLAN (2016) Form 5500
Creator: CATHAY PACIFIC AIRWAYS LIMITED
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CATHAY PACIFIC AIRWAYS LIMITED UNITED STATES DISCRETIONARY CONTRIBUTION PLAN, CATHAY PACIFIC AIRWAYS LIMITED

CATHAY PACIFIC AIRWAYS LIMITEDEIN 94-1656968Plan #003PY 2016

360 POST STREET, SUITE 300 - SAN FRANCISCO, CA 94108415-848-2010

Other plans on this EIN

2 filings

#002Retirement-$32.8M assets #001Retirement-$32.0M assets

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$1.8M

No prior year

Total participants

114

No prior year

Average account balance

$15,974

No prior year

Annual return

0.00%

No prior year

Benchmarks

See 1,015 peers

Peer group

Industry48 - Transportation and Warehousing

Plan typeDefined contribution

Participants100-249

Cohort1,015 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$5.40M

Not enough data

1 years with asset history on file

Average account balance

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

$174K

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.

Not enough data

0 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

Not enough data

0 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

Not enough data

0 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+11.73%

Not enough data

1 years with return on file

Admin fee / account holder

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

$61874

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

Top 3 by compensation

Provider	Service type	Compensation
TRANSAMERICA RETIREMENT SOLUTIONS1+ years Service code 12 · EIN 13-3689044	Direct payment from the plan; Partici...	$2,167
CHARLES SCHWAB & CO., INC.1+ years Service code 33 · EIN 94-1737782	Securities brokerage; Securities brok...	$0
NATIONAL FINANCIAL SERVICES1+ years Service code 33 · EIN 04-3523567	Securities brokerage; Securities brok...	$0

Plan features & details

Pension benefit codes2F2G2J2R2T

Plan features

2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
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.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
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.

Opportunity flags

0 tripped

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

Expense breakdown

Schedule H Part II

Admin total

$4K

$34 / participant

Other / not subdivided$4K100.0%

% of EOY assets

0.210%

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

$15,974

$44,425-64.0%

$67,834-76.5%

$55,167-71.0%

Participation rate

99.1%

59.7%+39.4pp

68.8%+30.3pp

69.0%+30.1pp

Annual return

0.00%

17.80%-17.8pp

138.47%-138.5pp

169.23%-169.2pp

Employer contribution / active EE

$9,643

$1,351+613.6%

$2,403+301.2%

$1,963+391.4%

Participant deferral / active EE

$5,743

$2,166+165.2%

$3,160+81.8%

$3,054+88.0%

Admin fee / account holder

$34

$530-93.7%

$4,622-99.3%

$504-93.3%

Provider

Service type

Compensation

TRANSAMERICA RETIREMENT SOLUTIONS1+ years

Service code 12 · EIN 13-3689044

Direct payment from the plan; Partici...

$2,167

CHARLES SCHWAB & CO., INC.1+ years

Service code 33 · EIN 94-1737782

Securities brokerage; Securities brok...

NATIONAL FINANCIAL SERVICES1+ years

Service code 33 · EIN 04-3523567

Securities brokerage; Securities brok...

CATHAY PACIFIC AIRWAYS LIMITED UNITED STATES DISCRETIONARY CONTRIBUTION PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

CATHAY PACIFIC AIRWAYS LIMITED UNITED STATES DISCRETIONARY CONTRIBUTION 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