Retirement plan
BERT BELL/PETE ROZELLE NFL PLAYER RETIREMENT PLAN
RETIREMENT BOARD OF BERT BELL/PETE ROZELLE NFL PLAYER RETIREMENT PLANEIN 13-6043636Plan #001PY 2020
200 ST. PAUL STREET, SUITE 2420 - BALTIMORE, MD 21202800-638-3186
Other plans on this EIN
1 filingProspect flagsHigh retiree %Low returns
Filing contacts
From the Form 5500, federal recordPlan administrator signer
STEVE UNDERWOOD
Signed 01/05/2021
Summary metrics
Total assets (EOY)
$2415.4M
-15.3% from 2017
Total participants
13,725
-2.1% from 2017
Average account balance
$0
No prior year
Annual return
-4.29%
-18.63 pp from 2017
Benchmarks
Peer group
Industryany (size+type match)
Plan typeDefined benefit
Participants1,000-4,999
Cohort977 peers
Snapshot2020
0
Participant deferral / active EE
$0
median $1
71
Employer contribution / active EE
$59,339
median $8,530
0
Participation rate
0.0%
median 0.0%
0
Avg account balance
$0
0
Admin fee / account holder
$0
3
Annual return
-4.29%
median 11.94%
Overall peer rank
37of 100
37th 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 GROUP5+ years Service code 29 · EIN 52-1219029 | Legal | $4,668,195 |
NEPC, LLC5+ years Service code 27 · EIN 26-1429809 | Advisory (Plan) | $1,190,769 |
VITECH SYSTEMS GROUP, INC.5+ years Service code 49 · EIN 13-3785492 | Other Services | $939,784 |
ARTISAN PARTNERS, L.P.2 years Service code 28 · EIN 30-0551775 | Investment Management | $799,311 |
Service code 28 · EIN 13-3200244 | Investment Management | $763,387 |
Service code 28 · EIN 56-2475915 | Investment Management | $745,179 |
AON4 years Service code 11 · EIN 22-2232264 | Actuarial | $743,318 |
Service code 28 · EIN 94-3112180 | Investment Management | $691,938 |
Service code 28 · EIN 64-0963574 | Investment Management | $651,252 |
MELLON CAPITAL MANAGEMENT5+ years Service code 28 · EIN 25-6078093 | Investment Management | $623,830 |
Enrolled actuary
1 attachment
MB
CHRISTOPHER E. FLOHR
AON CONSULTING, INC.
Enrollment #2006359
111 SOUTH CALVERT STREET
SUITE 2010
BALTIMORE, MD 21202
(410) 547-2888
Signed 2020-12-18
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
2 tripped
- OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.
- 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
$21.3M
$9299 / participant
- Investment mgmt$15M70.8%
- Other / not subdivided$6M29.2%
% of EOY assets
0.882%
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