Retirement plan

THE NATIONAL FOOTBALL LEAGUE CAPITAL ACCUMULATION PLAN

Name: NATIONAL FOOTBALL LEAGUE - THE NATIONAL FOOTBALL LEAGUE CAPITAL ACCUMULATION PLAN (2023) 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 2023

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

Other plans on this EIN

3 filings

#001Retirement-$461.3M assets #002Retirement-$119.2M assets #012Retirement-$85.0M assets

Prospect flagsLow participationFailed to transmit contributions

How to read this page

Total assets (EOY)

$229.5M

-11.7% from 2016

Total participants

2,917

+0.3% from 2016

Average account balance

$114,465

-7.9% from 2016

Annual return

20.06%

-10.25 pp from 2016

Benchmarks

See 144 peers

Peer group

Industry71 - Arts, Entertainment, and Recreation

Plan typeDefined contribution

Participants1,000-4,999

Cohort144 peers

Snapshot2023

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 9 by compensation

Provider	Service type	Compensation
SNYDER CAPITAL MANAGEMENT7 years Service code 25 · EIN 04-3370184 101 MISSION · SAN FRANCISCO, CA 94105	Directed Trustee	$58,476
JACKSON SQUARE PARTNERS7 years Service code 28 · EIN 80-0945254 101 CALIFORNIA STREET · SAN FRANCISCO, CA 94111	Investment Management	$54,899
CAMBRIDGE INVESTMENT RESEARCH9+ years Filed as: CAMBRIDGE ASSOCIATES Service code 27 · EIN 04-3515240 125 HIGH STREET · BOSTON, MA 02110	Advisory (Plan)	$34,343
ARIEL INVESTMENTS, LLC3 years Service code 28 · EIN 02-2712418 200 EAST RANDOLPH STREET · CHICAGO, IL 60601	Investment Management	$32,832
PNC BANK, N.A.9+ years Filed as: PNC BANK Service code 25 · EIN 25-1211909 620 LIBERTY AVENUE · PITTSBURGH, PA 15222	Directed Trustee	$30,362
PIMCO FUNDS9+ years Filed as: PIMCO Service code 28 · EIN 33-0629048 650 NEW PORT DRIVE · NEWPORT BEACH, CA 92660	Investment Management	$19,601
HS MANAGEMENT PARTNERS, LLC9+ years Service code 28 · EIN 26-0335469 598 MADISON AVENUE · NEW YORK, NY 10022	Investment Management	$15,314
TRINITY PENSION CONSULTANTS7 years Filed as: TRINITY ASSET MANAGEMENT, LLP Service code 28	Investment Management	$15,251
ERNST & YOUNG LLP1 year Filed as: ERNST & YOUNG, LLP Service code 10 · EIN 34-6565596 5 TIMES SQUARE · NEW YORK, NY 10036	Accounting	$9,011

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.
ComplianceFailed to transmit contributions
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

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

Metric

This plan

Peer set

Industry

Size

Avg account balance

$114,465

$57,775+98.1%

$121,214-5.6%

$80,187+42.7%

Participation rate

56.9%

59.1%-2.2pp

69.5%-12.6pp

72.9%-16.0pp

Annual return

20.06%

20.30%-0.2pp

987.67%-967.6pp

40.40%-20.3pp

Employer contribution / active EE

$2,132-100.0%

$4,171-100.0%

$2,980-100.0%

Participant deferral / active EE

$7,004

$3,109+125.3%

$4,084+71.5%

$5,016+39.6%

Admin fee / account holder

$122-100.0%

$5,647-100.0%

$145-100.0%

Provider

Service type

Compensation

SNYDER CAPITAL MANAGEMENT7 years

Service code 25 · EIN 04-3370184

101 MISSION · SAN FRANCISCO, CA 94105

Directed Trustee

$58,476

JACKSON SQUARE PARTNERS7 years

Service code 28 · EIN 80-0945254

101 CALIFORNIA STREET · SAN FRANCISCO, CA 94111

Investment Management

$54,899

CAMBRIDGE INVESTMENT RESEARCH9+ years

Filed as: CAMBRIDGE ASSOCIATES

Service code 27 · EIN 04-3515240

125 HIGH STREET · BOSTON, MA 02110

Advisory (Plan)

$34,343

ARIEL INVESTMENTS, LLC3 years

Service code 28 · EIN 02-2712418

200 EAST RANDOLPH STREET · CHICAGO, IL 60601

Investment Management

$32,832

PNC BANK, N.A.9+ years

Filed as: PNC BANK

Service code 25 · EIN 25-1211909

620 LIBERTY AVENUE · PITTSBURGH, PA 15222

Directed Trustee

$30,362

PIMCO FUNDS9+ years

Filed as: PIMCO

Service code 28 · EIN 33-0629048

650 NEW PORT DRIVE · NEWPORT BEACH, CA 92660

Investment Management

$19,601

HS MANAGEMENT PARTNERS, LLC9+ years

Service code 28 · EIN 26-0335469

598 MADISON AVENUE · NEW YORK, NY 10022

Investment Management

$15,314

TRINITY PENSION CONSULTANTS7 years

Filed as: TRINITY ASSET MANAGEMENT, LLP

Service code 28

Investment Management

$15,251

ERNST & YOUNG LLP1 year

Filed as: ERNST & YOUNG, LLP

Service code 10 · EIN 34-6565596

5 TIMES SQUARE · NEW YORK, NY 10036

Accounting

$9,011

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