Retirement plan
BERT BELL/PETE ROZELLE NFL PLAYER RETIREMENT PLAN
RETIREMENT BOARD OF BERT BELL/PETE ROZELLE NFL PLAYER RETIREMENT PLANEIN 13-6043636Plan #001PY 2017
200 ST. PAUL STREET, SUITE 2420 - BALTIMORE, MD 21202410-685-5069
Other plans on this EIN
1 filingProspect flagsHigh retiree %
Filing contacts
From the Form 5500, federal recordPlan administrator signer
TED PHILLIPS
Signed 12/20/2017
Summary metrics
Total assets (EOY)
$2320.7M
-15.3% from 2017
Total participants
12,835
-2.1% from 2017
Average account balance
$0
No prior year
Annual return
13.34%
-18.63 pp from 2017
Benchmarks
Peer group
Industryany (size+type match)
Plan typeDefined benefit
Participants1,000-4,999
Cohort1,145 peers
Snapshot2017
0
Participant deferral / active EE
$0
median $22
82
Employer contribution / active EE
$108,176
median $8,997
0
Participation rate
0.0%
median 0.0%
0
Avg account balance
$0
0
Admin fee / account holder
$0
52
Annual return
13.34%
median 13.18%
Overall peer rank
67of 100
67th percentileavg across 6 metrics
Analytics
2016 - 2025
Total assets (EOY)
Plan-year ending balance
$4.00B
Average account balance
Total assets / participants with a balance (line 6g)
$257K
Participants with account balance
Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.
13,074
Eligible Participants and Participation
Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.
0.0%
Contributions (total)
Employer and participant dollars contributed each year
$244.38M
Contributions per participant
Average employer and participant contribution per enrolled participant
$97K
Asset flow
BOY + contributions + return - distributions = EOY
Year
Annual return
Diverging bars; negative years highlighted
+3.82%
Admin fee / account holder
Total admin expenses / participants with a balance (line 6g)
$0
Asset composition
Cash / stocks / bonds / mutual funds / real estate / loans over time
- Mutual / pooled
- Stocks
- Bonds
- Cash
- Real estate
- Loans
Service providers
Top 10 of 50 by compensation
| Provider | Service type | Compensation |
|---|---|---|
GROOM LAW GROUP2+ years Service code 29 ยท EIN 52-1219029 | Legal | $4,261,419 |
VITECH SYSTEMS GROUP, INC.2+ years Service code 49 ยท EIN 13-3785492 | Other Services | $3,753,962 |
AON1 year Service code 11 ยท EIN 22-2232264 | Actuarial | $917,623 |
NEPC, LLC2+ years Service code 27 ยท EIN 26-1429809 | Advisory (Plan) | $899,070 |
RDA CORPORATION1 year Service code 49 ยท EIN 51-0307421 | Other Services | $878,840 |
ERNST & YOUNG U.S., LLP2+ years Service code 16 ยท EIN 34-6565596 | Consulting | $862,785 |
MELLON CAPITAL MANAGEMENT2+ years Service code 49 ยท EIN 25-6078093 | Other Services | $795,221 |
Service code 28 ยท EIN 13-3200244 | Investment Management | $708,297 |
CLOUDBERRY CREATIVE, INC.2+ years Service code 49 ยท EIN 27-1271032 | Other Services | $692,877 |
GRANTHAM, MAYO, VAN OTTERLOO CO.2+ years Service code 28 ยท EIN 42-1669171 | Investment Management | $624,141 |
Enrolled actuary
1 attachment
MB
CHRISTOPHER E. FLOHR
AON CONSULTING, INC.
Enrollment #1706359
500 EAST PRATT STREET
BALTIMORE, MD 21202
(410) 547-2800
Signed 2017-11-21
Plan features & details
Pension benefit codes1B
Plan features
- 1BBenefits are primarily flat dollarBenefits are primarily a flat dollar amount (including a dollar amount per year of service).
Opportunity flags
1 tripped
- InformationalHigh retiree %
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Expense breakdown
Schedule H Part II
Admin total
$15.7M
$7019 / participant
- Investment mgmt$8M52.2%
- Other / not subdivided$7M47.8%
% of EOY assets
0.676%
all-in expense ratio
Categories reported
1 / 9
subdivided buckets used
Audit opinion
Schedule H Part III
Unqualified opinion
Auditor signed off without reservation - the cleanest possible opinion.
- Auditor firm
- ABRAMS,FOSTER,NOLE & WILLIAMS, PA
- Auditor EIN
- 521854049
- Audit fees
- (not subdivided)
- Opinion code
- Unqualified