Retirement plan

WNBC 401(K) PLAN

Name: WASHINGTON NATIONALS BASEBALL CLUB - WNBC 401(K) PLAN (2016) Form 5500
Creator: WASHINGTON NATIONALS BASEBALL CLUB
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, WNBC 401(K) PLAN, WASHINGTON NATIONALS BASEBALL CLUB

WASHINGTON NATIONALS BASEBALL CLUBEIN 20-5145890Plan #002PY 2016

NATIONALS PARK, 1500 SOUTH CAPITAL STREET, SE - WASHINGTON, DC 200031507202-640-7224washington.nationals.mlb.comLinkedIn501-1000 employeessports

Other plans on this EIN

1 filing

#001Retirement-$17.4M assets

Prospect flagsCorrective distributions

How to read this page

Total assets (EOY)

$9M

+36.6% from 2015

Total participants

473

+14.5% from 2015

Average account balance

$20,651

+20.9% from 2015

Annual return

10.75%

+7.58 pp from 2015

Benchmarks

See 381 peers

Peer group

Industry71 - Arts, Entertainment, and Recreation

Plan typeDefined contribution

Participants250-999

Cohort381 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$33.29M

Not enough data

1 years with asset history on file

Average account balance

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

$56K

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.

593

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.

95.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$3.08M

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

+16.51%

Not enough data

1 years with return on file

Admin fee / account holder

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

$197

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 2 by compensation

Provider	Service type	Compensation
PNC BANK, N.A.2+ years Filed as: PNC BANK Service code 25 · EIN 25-1211909	Directed Trustee	$2,272
PNC BANK, N.A.2+ years Filed as: PNC BANK, NATIONAL ASSOCIATION Service code 59	Shareholder Servicing	$0

Plan features & details

Pension benefit codes2E2G2J2S2T2D

Plan features

2D
Offset plan
Plan benefits are subject to offset for retirement benefits provided in another plan or arrangement of the employer.
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.
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.

Opportunity flags

1 tripped

ComplianceCorrective distributions
Plan reported corrective distributions (failed ADP/ACP testing).

Expense breakdown

Schedule H Part II

Admin total

$2K

$6 / participant

Investment mgmt$64728.5%
Other / not subdivided$2K71.5%

% of EOY assets

0.025%

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: JONES & MCINTYRE
Auditor EIN: 753218994
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$20,651

$41,281-50.0%

$109,313-81.1%

$57,658-64.2%

Participation rate

89.2%

59.3%+29.8pp

71.3%+17.9pp

70.2%+18.9pp

Annual return

10.75%

8.97%+1.8pp

22.07%-11.3pp

5.13%+5.6pp

Employer contribution / active EE

$1,201-100.0%

$3,892-100.0%

$1,974-100.0%

Participant deferral / active EE

$5,500

$2,223+147.4%

$3,166+73.7%

$3,061+79.7%

Admin fee / account holder

$75-93.0%

$5,666-99.9%

$95-94.5%

Provider

Service type

Compensation

PNC BANK, N.A.2+ years

Filed as: PNC BANK

Service code 25 · EIN 25-1211909

Directed Trustee

$2,272

PNC BANK, N.A.2+ years

Filed as: PNC BANK, NATIONAL ASSOCIATION

Service code 59

Shareholder Servicing

WNBC 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

WNBC 401(K) 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