Retirement plan
FUND OFFICE 401(K) PLAN
BERT BELL/PETE ROZELLE NFL PLAYER RETIREMENT PLANEIN 13-6043636Plan #003PY 2023
200 ST. PAUL STREET, SUITE 2420 - BALTIMORE, MD 21202800-638-3186
Other plans on this EIN
1 filingProspect flagsLow returnsHigh fees
Filing contacts
From the Form 5500, federal recordPlan administrator signer
MICHAEL MILLER
Signed 07/26/2023
Summary metrics
Total assets (EOY)
$4.9M
-11.6% from 2017
Total participants
29
0.0% from 2017
Average account balance
$167,696
-11.6% from 2017
Annual return
-0.66%
+3.42 pp from 2017
Benchmarks
Peer group
Industry52 - Finance and Insurance
Plan typeDefined contribution
Participants25-99
Cohort7,175 peers
Snapshot2023
60
Participant deferral / active EE
$6,753
median $5,433
80
Employer contribution / active EE
$7,798
median $2,978
77
Participation rate
100.0%
median 90.9%
79
Avg account balance
$167,696
median $83,103
61
Admin fee / account holder
$2,336
median $3,614
2
Annual return
-0.66%
median 17.39%
Overall peer rank
60of 100
60th percentileavg across 6 metrics
Analytics
2016 - 2025
Total assets (EOY)
Plan-year ending balance
$5.12M
Average account balance
Total assets / participants with a balance (line 6g)
$160K
Participants with account balance
Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.
32
Eligible Participants and Participation
Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.
97.0%
Contributions (total)
Employer and participant dollars contributed each year
$488K
Contributions per participant
Average employer and participant contribution per enrolled participant
$15K
Asset flow
BOY + contributions + return - distributions = EOY
Year
Annual return
Diverging bars; negative years highlighted
+7.17%
Admin fee / account holder
Total admin expenses / participants with a balance (line 6g)
$33741
Asset composition
Cash / stocks / bonds / mutual funds / real estate / loans over time
Not enough data
0 years with F_SCH_H allocation on file
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 codes2E2F2G2J2T3D
Plan features
- 2EProfit-sharingProfit-sharing plan.
- 2FERISA section 404(c) planThis plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
- 2GTotal participant-directed account planParticipants 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.
- 2JCode section 401(k) featureCash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
- 2TDefault investment accountTotal or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
- 3DPre-approved pension planA master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.
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
$68K
$2336 / participant
- Other / not subdivided$68K100.0%
% of EOY assets
1.393%
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
- -