Retirement plan

THE NATIONAL FOOTBALL LEAGUE CAPITAL ACCUMULATION PLAN

Name: NATIONAL FOOTBALL LEAGUE - THE NATIONAL FOOTBALL LEAGUE CAPITAL ACCUMULATION PLAN (2017) Form 5500
Creator: NATIONAL FOOTBALL LEAGUE
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, THE NATIONAL FOOTBALL LEAGUE CAPITAL ACCUMULATION PLAN, NATIONAL FOOTBALL LEAGUE

NATIONAL FOOTBALL LEAGUEEIN 13-1922622Plan #011PY 2017

345 PARK AVENUE - NEW YORK, NY 10154212-450-2000nfl.comLinkedIn1001-5000 employeessports

Other plans on this EIN

3 filings

#001Retirement-$312.0M assets #002Retirement-$112.5M assets #012Retirement-$49.7M assets

Prospect flagsLow participationLow employer contribution

How to read this page

Total assets (EOY)

$134.4M

-11.7% from 2016

Total participants

2,528

+0.3% from 2016

Average account balance

$80,284

-7.9% from 2016

Annual return

20.19%

-10.25 pp from 2016

Benchmarks

See 132 peers

Peer group

Industry71 - Arts, Entertainment, and Recreation

Plan typeDefined contribution

Participants1,000-4,999

Cohort132 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$254.26M

Not enough data

1 years with asset history on file

Average account balance

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

$128K

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.

1,985

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.

57.9%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$15.26M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$7K

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

+15.68%

Not enough data

1 years with return on file

Admin fee / account holder

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

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 10 by compensation

Provider	Service type	Compensation
AON CONSULTING3+ years Filed as: AON HEWITT Service code 15 · EIN 22-2232264 500 EAST PRATT STREET · BALTIMORE, MD 21202	Recordkeeping	$59,112
SNYDER CAPITAL MANAGEMENT1 year Service code 25 · EIN 04-3370184 101 MISSION · SAN FRANCISCO, CA 94105	Directed Trustee	$47,154
JACKSON SQUARE PARTNERS1 year Service code 28 · EIN 80-0945254 101 CALIFORNIA STREET · SAN FRANCISCO, CA 94111	Investment Management	$41,539
IRIDIAN ASSET MANAGEMENT, LLC3+ years Service code 28 · EIN 06-1439577 276 POST ROAD WEST · WESTPORT, CT 06880	Investment Management	$34,989
PNC BANK, N.A.3+ years Filed as: PNC BANK Service code 25 · EIN 25-1211909 620 LIBERTY AVENUE · PITTSBURGH, PA 15222	Directed Trustee	$27,200
HS MANAGEMENT PARTNERS, LLC3+ years Service code 28 · EIN 26-0335469 598 MADISON AVENUE · NEW YORK, NY 10022	Investment Management	$24,407
PIMCO FUNDS3+ years Filed as: PIMCO Service code 28 · EIN 33-0629048 650 NEWPORT DRIVE · NEWPORT BEACH, CA 92660	Investment Management	$18,124
CAMBRIDGE INVESTMENT RESEARCH3+ years Filed as: CAMBRIDGE ASSOCIATES Service code 27 · EIN 04-3515240 125 HIGH STREET · BOSTON, MA 02110	Advisory (Plan)	$18,020
TRINITY PENSION CONSULTANTS1 year Filed as: TRINITY ASSET MANAGEMENT, LLP Service code 51	Investment Mgmt Fees	$12,473
LSV ASSET MANAGEMENT2 years Service code 28 · EIN 23-2777220 155 NORTH WACKER DRIVE · CHICAGO, IL 60606	Investment Management	$0

Plan features & details

Pension benefit codes2E2G2J3H2S2T2F

Plan features

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.
2S
Automatic enrollment
Plan provides for automatic enrollment in plan that has elective contributions deducted from payroll.
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.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

Opportunity flags

2 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
OpportunityLow employer contribution
Employer contribution per participant is in the bottom quintile of the peer cohort.

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: DELOITTE & TOUCHE LLP
Auditor EIN: 133891517
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$80,284

$52,149+54.0%

$122,354-34.4%

$77,958+3.0%

Participation rate

57.6%

58.6%-0.9pp

71.6%-14.0pp

Annual return

20.19%

17.75%+2.4pp

30.28%-10.1pp

20.87%-0.7pp

Employer contribution / active EE

$10

$1,750-99.4%

$4,051-99.7%

$2,310-99.5%

Participant deferral / active EE

$4,649

$2,114+119.8%

$3,287+41.4%

$3,537+31.4%

Admin fee / account holder

$93-100.0%

$5,479-100.0%

$97-100.0%

Provider

Service type

Compensation

AON CONSULTING3+ years

Filed as: AON HEWITT

Service code 15 · EIN 22-2232264

500 EAST PRATT STREET · BALTIMORE, MD 21202

Recordkeeping

$59,112

SNYDER CAPITAL MANAGEMENT1 year

Service code 25 · EIN 04-3370184

101 MISSION · SAN FRANCISCO, CA 94105

Directed Trustee

$47,154

JACKSON SQUARE PARTNERS1 year

Service code 28 · EIN 80-0945254

101 CALIFORNIA STREET · SAN FRANCISCO, CA 94111

Investment Management

$41,539

IRIDIAN ASSET MANAGEMENT, LLC3+ years

Service code 28 · EIN 06-1439577

276 POST ROAD WEST · WESTPORT, CT 06880

Investment Management

$34,989

PNC BANK, N.A.3+ years

Filed as: PNC BANK

Service code 25 · EIN 25-1211909

620 LIBERTY AVENUE · PITTSBURGH, PA 15222

Directed Trustee

$27,200

HS MANAGEMENT PARTNERS, LLC3+ years

Service code 28 · EIN 26-0335469

598 MADISON AVENUE · NEW YORK, NY 10022

Investment Management

$24,407

PIMCO FUNDS3+ years

Filed as: PIMCO

Service code 28 · EIN 33-0629048

650 NEWPORT DRIVE · NEWPORT BEACH, CA 92660

Investment Management

$18,124

CAMBRIDGE INVESTMENT RESEARCH3+ years

Filed as: CAMBRIDGE ASSOCIATES

Service code 27 · EIN 04-3515240

125 HIGH STREET · BOSTON, MA 02110

Advisory (Plan)

$18,020

TRINITY PENSION CONSULTANTS1 year

Filed as: TRINITY ASSET MANAGEMENT, LLP

Service code 51

Investment Mgmt Fees

$12,473

LSV ASSET MANAGEMENT2 years

Service code 28 · EIN 23-2777220

155 NORTH WACKER DRIVE · CHICAGO, IL 60606

Investment Management

THE NATIONAL FOOTBALL LEAGUE CAPITAL ACCUMULATION PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

THE NATIONAL FOOTBALL LEAGUE CAPITAL ACCUMULATION PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Audit opinion

Benchmarks

Service providers

Opportunity flags

Audit opinion