PlanOptica
Retirement plan

MAJOR LEAGUE BASEBALL PLAYERS INVESTMENT PLAN

PENSION COMMITTEE OF MLB PLAYERS BENEFIT PLANEIN 51-0185287Plan #002PY 2016
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911 RIDGEBROOK ROAD - SPARKS, MD 21152410-683-6500
Other plans on this EIN
1 filing
#001Retirement-$3.05B assets
Prospect flagsLow returns

Filing contacts

From the Form 5500, federal record
Plan sponsor signer
(name not on filing)
(410) 683-6500
Plan administrator signer
STEPHEN D. ROGERS
Signed 01/17/2017
How to read this page

Summary metrics

Total assets (EOY)
$530.9M
-13.6% from 2017
Total participants
3,720
-2.7% from 2017
Average account balance
$148,365
-11.0% from 2017
Annual return
-2.06%
-13.49 pp from 2017

Benchmarks

See 124 peers
Peer group
Industry71 - Arts, Entertainment, and Recreation
Plan typeDefined contribution
Participants1,000-4,999
Cohort124 peers
Snapshot2016
Participant deferral / active EE
$6,298
median $1,436
Employer contribution / active EE
$6,876
median $691
Participation rate
96.0%
median 63.6%
Avg account balance
$148,365
median $35,563
Admin fee / account holder
$103
median $52
Annual return
-2.06%
median 7.57%
Overall peer rank
65th percentileavg across 6 metrics

Analytics

2016 - 2025
Total assets (EOY)
Plan-year ending balance
$1.16B
Average account balance
Total assets / participants with a balance (line 6g)
$261K
Participants with account balance
Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.
4,429
Eligible Participants and Participation
Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.
94.5%
Contributions (total)
Employer and participant dollars contributed each year
$76.45M
Contributions per participant
Average employer and participant contribution per enrolled participant
$17K
Asset flow
BOY + contributions + return - distributions = EOY
Year
Annual return
Diverging bars; negative years highlighted
+5.63%
Admin fee / account holder
Total admin expenses / participants with a balance (line 6g)
$207
Asset composition
Cash / stocks / bonds / mutual funds / real estate / loans over time
  • Mutual / pooled
  • Stocks
  • Bonds
  • Cash
  • Real estate
  • Loans

Service providers

Top 8 by compensation
ProviderService typeCompensation
MERCER1+ years
Service code 14 ยท EIN 13-2834414
Plan Administrator
$94,124
BOND BEEBE1+ years
Service code 10 ยท EIN 52-1044197
Accounting
$65,111
BREDHOFF & KAISER P.L.L.C1+ years
Service code 29 ยท EIN 52-0969534
Legal
$46,278
HORIZON ACTUARIAL SERVICES1+ years
Service code 17 ยท EIN 26-1370698
Pension Consulting
$21,365
MORGAN, LEWIS & BOCKIUS LLP1+ years
Service code 29 ยท EIN 23-0891050
Legal
$18,122
BDO USA LLP1+ years
Service code 10 ยท EIN 13-5381590
Accounting
$16,784
KELLY PRESS1+ years
Service code 36 ยท EIN 52-0975591
Copying and duplicating; Direct payme...
$16,014
VANGUARD1+ years
Service code 28 ยท EIN 23-2186884
Investment Management
$6,258

Plan features & details

Pension benefit codes2E2G
Plan features
  • 2E
    Profit-sharing
    Profit-sharing plan.
  • 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.

Opportunity flags

1 tripped
  • OpportunityLow returns

    Annual investment return is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II
Admin total
$367K
$103 / participant
  • Investment mgmt$6K1.7%
  • Contract admin$94K25.7%
  • Other / not subdivided$267K72.6%
% of EOY assets
0.069%
all-in expense ratio
Categories reported
2 / 9
subdivided buckets used

Audit opinion

Schedule H Part III
Disclaimer opinion

Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.

Auditor firm
BOND BEEBE
Auditor EIN
521044197
Audit fees
(not subdivided)
Opinion code
Disclaimer