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.) (2022) 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 2022

416-449-1750

Other plans on this EIN

1 filing

#333Retirement-$746.7M assets

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$7M

-19.9% from 2021

Total participants

-8.6% from 2021

Average account balance

$218,730

-12.3% from 2021

Annual return

-13.65%

-28.82 pp from 2021

Benchmarks

See 4,973 peers

Peer group

Industry72 - Accommodation and Food Services

Plan typeDefined contribution

Participants25-99

Cohort4,973 peers

Snapshot2022

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

Analytics

Total assets (EOY)

Plan-year ending balance

$7.50M

Not enough data

1 years with asset history on file

Average account balance

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

$221K

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.

117.2%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$517K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$18K

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

+13.69%

Not enough data

1 years with return on file

Admin fee / account holder

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

$98523

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

1 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$878K

$32537 / participant

Other / not subdivided$878K100.0%

% of EOY assets

12.551%

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

$218,730

$27,632+691.6%

$61,399+256.2%

$68,495+219.3%

Participation rate

100.0%

39.5%+60.5pp

52.6%+47.4pp

67.9%+32.1pp

Annual return

-13.65%

-13.24%-0.4pp

338.81%-352.5pp

-7.84%-5.8pp

Employer contribution / active EE

$11,947

$696+1617.0%

$1,159+930.5%

$2,596+360.1%

Participant deferral / active EE

$1,264-100.0%

$2,124-100.0%

$4,028-100.0%

Admin fee / account holder

$27,453

$2,010+1265.7%

$2,131+1188.4%

$5,403+408.1%

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