Retirement plan

NATIONAL HOCKEY LEAGUE PLAYERS' US 401(K) SAVINGS PLAN

Name: BENEFITS CMTE OF THE NTL HOCKEY LEAGUE PLYRS 401(K) SAV - NATIONAL HOCKEY LEAGUE PLAYERS' US 401(K) SAVINGS PLAN (2018) Form 5500
Creator: BENEFITS CMTE OF THE NTL HOCKEY LEAGUE PLYRS 401(K) SAV
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, NATIONAL HOCKEY LEAGUE PLAYERS' US 401(K) SAVINGS PLAN, BENEFITS CMTE OF THE NTL HOCKEY LEAGUE PLYRS 401(K) SAV

BENEFITS CMTE OF THE NTL HOCKEY LEAGUE PLYRS 401(K) SAVEIN 02-0585221Plan #001PY 2018

1185 AVENUE OF THE AMERICAS, 15TH FLOOR - NEW YORK, NY 10036514-841-9220

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$508.6M

-12.4% from 2017

Total participants

2,086

+5.2% from 2017

Average account balance

$243,826

-16.8% from 2017

Annual return

9.35%

-17.68 pp from 2017

Benchmarks

See 391 peers

Peer group

Industry71 - Arts, Entertainment, and Recreation

Plan typeDefined contribution

Participants250-999

Cohort391 peers

Snapshot2018

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$819.76M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$389K

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.

2,105

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.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$15.06M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$27K

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

+12.14%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$60

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

1 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Top 6 by compensation

Provider	Service type	Compensation
BWD GROUP LLC3+ years Service code 53 PO BOX 19101 · PLAINVIEW, NY 118031737	Insurance Commissions	$57,731
MORGAN STANLEY SMITH BARNEY3+ years Filed as: MORGAN STANLEY Service code 17 · EIN 26-4310632	Pension Consulting	$37,500
ERNST & YOUNG LLP3+ years Filed as: ERNST & YOUNG Service code 10 · EIN 34-6565596	Accounting	$34,800
PROSKAUER ROSE LLP3+ years Filed as: PROSKAUER ROSE Service code 29 · EIN 13-1840454	Legal	$22,924
MASSACHUSETTS MUTUAL LIFE INS. CO.2 years Filed as: MASSMUTUAL RETIREMENT SERVICES Service code 15 · EIN 26-1589907	Recordkeeping	$12,842
BREDHOFF & KAISER3+ years Service code 29 · EIN 52-0969534	Legal	$6,228

Plan features & details

Pension benefit codes2C2E2F2G2J2T

Plan features

2C
Money purchase plan
Money purchase pension plan other than a target benefit plan.
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.
2J
Code section 401(k) feature
Cash 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.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.

Opportunity flags

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$107K

$198 / participant

Investment mgmt$13K12.0%
Other / not subdivided$94K88.0%

% of EOY assets

0.021%

all-in expense ratio

Categories reported

1 / 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: ERNST & YOUNG
Auditor EIN: 346565596
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$243,826

$39,898+511.1%

$121,220+101.1%

$55,727+337.5%

Participation rate

100.0%

61.2%+38.8pp

71.8%+28.2pp

70.9%+29.1pp

Annual return

9.35%

-0.96%+10.3pp

16.94%-7.6pp

244.94%-235.6pp

Employer contribution / active EE

$1,295-100.0%

$4,023-100.0%

$2,078-100.0%

Participant deferral / active EE

$19,304

$2,439+691.6%

$3,345+477.1%

$3,356+475.3%

Admin fee / account holder

$51

$95-46.2%

$5,021-99.0%

$115-55.6%

Provider

Service type

Compensation

BWD GROUP LLC3+ years

Service code 53

PO BOX 19101 · PLAINVIEW, NY 118031737

Insurance Commissions

$57,731

MORGAN STANLEY SMITH BARNEY3+ years

Filed as: MORGAN STANLEY

Service code 17 · EIN 26-4310632

Pension Consulting

$37,500

ERNST & YOUNG LLP3+ years

Filed as: ERNST & YOUNG

Service code 10 · EIN 34-6565596

Accounting

$34,800

PROSKAUER ROSE LLP3+ years

Filed as: PROSKAUER ROSE

Service code 29 · EIN 13-1840454

Legal

$22,924

MASSACHUSETTS MUTUAL LIFE INS. CO.2 years

Filed as: MASSMUTUAL RETIREMENT SERVICES

Service code 15 · EIN 26-1589907

Recordkeeping

$12,842

BREDHOFF & KAISER3+ years

Service code 29 · EIN 52-0969534

Legal

$6,228

NATIONAL HOCKEY LEAGUE PLAYERS' US 401(K) SAVINGS PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

NATIONAL HOCKEY LEAGUE PLAYERS' US 401(K) SAVINGS PLAN

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