Retirement plan

FOUR SEASONS HOTELS LIMITED GLOBAL RETIREMENT PLAN (U.S.)

Name: PENSION & PROFIT SHARING COMMITTEE FOUR SEASONS HOTELS LIMITED - FOUR SEASONS HOTELS LIMITED GLOBAL RETIREMENT PLAN (U.S.) (2020) Form 5500
Creator: PENSION & PROFIT SHARING COMMITTEE FOUR SEASONS HOTELS LIMITED
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, FOUR SEASONS HOTELS LIMITED GLOBAL RETIREMENT PLAN (U.S.), PENSION & PROFIT SHARING COMMITTEE FOUR SEASONS HOTELS LIMITED

PENSION & PROFIT SHARING COMMITTEE FOUR SEASONS HOTELS LIMITEDEIN 98-0057100Plan #334PY 2020

416-449-1750

Other plans on this EIN

1 filing

#333Retirement-$812.2M assets

Prospect flagsLow returnsHigh fees

How to read this page

Total assets (EOY)

$8.1M

-12.1% from 2016

Total participants

-11.1% from 2016

Average account balance

$231,407

-1.2% from 2016

Annual return

9.40%

-10.97 pp from 2016

Benchmarks

See 3,550 peers

Peer group

Industry72 - Accommodation and Food Services

Plan typeDefined contribution

Participants25-99

Cohort3,550 peers

Snapshot2020

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

Analytics

Total assets (EOY)

Plan-year ending balance

$9.07M

Not enough data

1 years with asset history on file

Average account balance

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

$275K

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.

117.9%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$433K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$15K

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

+14.45%

Not enough data

1 years with return on file

Admin fee / account holder

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

$23854

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 codes3C2F2G2E

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.
3C
Plan not intended to be qualified
A plan not intended to be qualified under Code sections 401 403 or 408.

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

$2.1M

$75172 / participant

Other / not subdivided$2M100.0%

% of EOY assets

25.988%

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

$231,407

$37,446+518.0%

$77,557+198.4%

$79,859+189.8%

Participation rate

100.0%

41.5%+58.5pp

54.2%+45.8pp

69.6%+30.4pp

Annual return

9.40%

39.77%-30.4pp

54.83%-45.4pp

31.71%-22.3pp

Employer contribution / active EE

$637-100.0%

$987-100.0%

$2,471-100.0%

Participant deferral / active EE

$20,061

$1,261+1490.8%

$1,861+978.1%

$3,741+436.3%

Admin fee / account holder

$60,138

$2,507+2299.0%

$2,860+2003.1%

$5,307+1033.3%

FOUR SEASONS HOTELS LIMITED GLOBAL RETIREMENT PLAN (U.S.)

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

FOUR SEASONS HOTELS LIMITED GLOBAL RETIREMENT PLAN (U.S.)

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