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.) (2023) 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 2023

416-449-1750

Other plans on this EIN

1 filing

#333Retirement-$863.4M assets

Prospect flagsHigh feesHigh assets / participant

How to read this page

Total assets (EOY)

$8.2M

+17.5% from 2022

Total participants

-3.1% from 2022

Average account balance

$265,280

+21.3% from 2022

Annual return

17.84%

+31.50 pp from 2022

Benchmarks

See 12,888 peers

Peer group

Industry72 - Accommodation and Food Services

Plan typeDefined contribution

Participants<25

Cohort12,888 peers

Snapshot2023

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.)
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$341K

$14835 / participant

Other / not subdivided$341K100.0%

% of EOY assets

4.149%

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

$265,280

$81,763+224.5%

$58,561+353.0%

$139,466+90.2%

Participation rate

100.0%

61.3%+38.7pp

50.9%+49.1pp

80.3%+19.7pp

Annual return

17.84%

7427.77%-7409.9pp

4251.33%-4233.5pp

373.66%-355.8pp

Employer contribution / active EE

$13,168

$1,398+841.8%

$1,053+1149.9%

$4,754+177.0%

Participant deferral / active EE

$2,555-100.0%

$1,923-100.0%

$6,712-100.0%

Admin fee / account holder

$11,007

$3,273+236.3%

$2,520+336.7%

$11,409-3.5%

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