Retirement plan

NORTH AMERICAN HOCKEY LEAGUE 401(K) PLAN

Name: NORTH AMERICAN HOCKEY LEAGUE - NORTH AMERICAN HOCKEY LEAGUE 401(K) PLAN (2021) Form 5500
Creator: NORTH AMERICAN HOCKEY LEAGUE
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, NORTH AMERICAN HOCKEY LEAGUE 401(K) PLAN, NORTH AMERICAN HOCKEY LEAGUE

NORTH AMERICAN HOCKEY LEAGUEEIN 38-3203750Plan #001PY 2021

5151 BELTLINE ROAD, SUITE 877 - DALLAS, TX 75254469-252-3800nahl.comLinkedIn1-10 employeessports

Prospect flagsLow fidelity bond

How to read this page

Total assets (EOY)

$711K

+27.3% from 2020

Total participants

0.0% from 2020

Average account balance

$59,278

+27.3% from 2020

Annual return

13.20%

-2.79 pp from 2020

Benchmarks

See 8,067 peers

Peer group

Industry71 - Arts, Entertainment, and Recreation

Plan typeDefined contribution

Participants<25

Cohort8,067 peers

Snapshot2021

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.45M

Not enough data

1 years with asset history on file

Average account balance

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

$80K

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.

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.

128.6%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$100K

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

+17.07%

Not enough data

1 years with return on file

Admin fee / account holder

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

$7160

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

0 years with F_SCH_H allocation on file

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

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2E2F2G2J3D

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.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

1 tripped

ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

Expense breakdown

Schedule H Part II

Admin total

$160

$18 / participant

Other / not subdivided$160100.0%

% of EOY assets

0.022%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$59,278

$185,199-68.0%

$142,874-58.5%

$167,518-64.6%

Participation rate

100.0%

78.5%+21.5pp

72.0%+28.0pp

82.1%+17.9pp

Annual return

13.20%

8556.90%-8543.7pp

5638.58%-5625.4pp

478.71%-465.5pp

Employer contribution / active EE

$3,315

$5,606-40.9%

$4,145-20.0%

$4,838-31.5%

Participant deferral / active EE

$5,436

$4,495+20.9%

$3,838+41.6%

$6,342-14.3%

Admin fee / account holder

$13

$8,031-99.8%

$6,561-99.8%

$12,312-99.9%

NORTH AMERICAN HOCKEY LEAGUE 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

NORTH AMERICAN HOCKEY LEAGUE 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