Retirement plan

MILWAUKEE BREWERS BASEBALL CLUB RETIREMENT SAVINGS

Name: MILWAUKEE BREWERS BASEBALL CLU - MILWAUKEE BREWERS BASEBALL CLUB RETIREMENT SAVINGS (2020) Form 5500
Creator: MILWAUKEE BREWERS BASEBALL CLU
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, MILWAUKEE BREWERS BASEBALL CLUB RETIREMENT SAVINGS, MILWAUKEE BREWERS BASEBALL CLU

MILWAUKEE BREWERS BASEBALL CLUEIN 39-1136376Plan #002PY 2020

MILLER PARK, ONE BREWERS WAY - MILWAUKEE, WI 53214414-902-4400milwaukee.brewers.mlb.comLinkedIn201-500 employeessports

Other plans on this EIN

1 filing

#003Retirement-$56.9M assets

Prospect flagsLow participationCorrective distributions

Top hat statement on fileNQDC

Filed April 12, 2000 (most recent of 4 filings on file)

This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.

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Total assets (EOY)

$45.1M

+18.4% from 2019

Total participants

593

-4.2% from 2019

Average account balance

$107,534

+16.7% from 2019

Annual return

19.09%

-9.89 pp from 2019

Benchmarks

See 374 peers

Peer group

Industry71 - Arts, Entertainment, and Recreation

Plan typeDefined contribution

Participants250-999

Cohort374 peers

Snapshot2020

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

Analytics

Total assets (EOY)

Plan-year ending balance

$63.69M

Not enough data

1 years with asset history on file

Average account balance

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

$100K

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.

638

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.

94.1%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$4.89M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$10K

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

+15.43%

Not enough data

1 years with return on file

Admin fee / account holder

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

$10

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
MASSACHUSETTS MUTUAL LIFE INS. CO.6+ years Service code 49 · EIN 04-1590850	Other Services	$16,460
AMERICAN FUNDS4 years Service code 52 · EIN 95-6006886	Indirect Investment Fees	$0
DELAWARE INVESTMENTS4 years Service code 52 · EIN 23-2450217	Indirect Investment Fees	$0
DODGE & COX4 years Service code 52 · EIN 94-6067274	Indirect Investment Fees	$0
INVESCO4 years Service code 52 · EIN 84-0933032	Indirect Investment Fees	$0
JANUS HENDERSON4 years Service code 52 · EIN 84-0592523	Indirect Investment Fees	$0
T ROWE PRICE RPS INC4 years Filed as: T. ROWE PRICE Service code 52 · EIN 52-1151266	Indirect Investment Fees	$0
THE VANGUARD GROUP, INC.4 years Filed as: VANGUARD Service code 52 · EIN 23-1999755	Indirect Investment Fees	$0
WELLS FARGO BANK, N.A.4 years Filed as: WELLS FARGO Service code 52 · EIN 41-0449260	Indirect Investment Fees	$0

Plan features & details

Pension benefit codes2E2J2F2G2K3B3D2T

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.
2K
Code section 401(m) arrangement
Employee contributions are allocated to separate accounts under the plan or employer contributions are based in whole or in part on employee deferrals or contributions to the plan. Not applicable to 401(k) plans with only QNECs and/or QMACs or to 403(b)(1) 403(b)(7) or 408 arrangements.
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.
3B
Plan covering self-employed individuals
Plan covering self-employed individuals.
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

2 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
ComplianceCorrective distributions
Plan reported corrective distributions (failed ADP/ACP testing).

Expense breakdown

Schedule H Part II

Admin total

$16K

$32 / participant

Contract admin$6K36.2%
Other / not subdivided$10K63.8%

% of EOY assets

0.037%

all-in expense ratio

Categories reported

1 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: BAKER TILLY US LLP
Auditor EIN: 390859910
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$107,534

$54,121+98.7%

$134,162-19.8%

$73,412+46.5%

Participation rate

66.1%

64.4%+1.7pp

72.2%-6.1pp

Annual return

19.09%

-312.52%+331.6pp

36.35%-17.3pp

59.30%-40.2pp

Employer contribution / active EE

$2,007

$1,402+43.1%

$3,705-45.8%

$2,234-10.2%

Participant deferral / active EE

$3,593

$2,844+26.3%

$3,500+2.7%

$3,806-5.6%

Admin fee / account holder

$39

$132-70.3%

$6,685-99.4%

$158-75.1%

Provider

Service type

Compensation

MASSACHUSETTS MUTUAL LIFE INS. CO.6+ years

Service code 49 · EIN 04-1590850

Other Services

$16,460

AMERICAN FUNDS4 years

Service code 52 · EIN 95-6006886

Indirect Investment Fees

DELAWARE INVESTMENTS4 years

Service code 52 · EIN 23-2450217

Indirect Investment Fees

DODGE & COX4 years

Service code 52 · EIN 94-6067274

Indirect Investment Fees

INVESCO4 years

Service code 52 · EIN 84-0933032

Indirect Investment Fees

JANUS HENDERSON4 years

Service code 52 · EIN 84-0592523

Indirect Investment Fees

T ROWE PRICE RPS INC4 years

Filed as: T. ROWE PRICE

Service code 52 · EIN 52-1151266

Indirect Investment Fees

THE VANGUARD GROUP, INC.4 years

Filed as: VANGUARD

Service code 52 · EIN 23-1999755

Indirect Investment Fees

WELLS FARGO BANK, N.A.4 years

Filed as: WELLS FARGO

Service code 52 · EIN 41-0449260

Indirect Investment Fees

MILWAUKEE BREWERS BASEBALL CLUB RETIREMENT SAVINGS

Top hat statement on fileNQDC

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

MILWAUKEE BREWERS BASEBALL CLUB RETIREMENT SAVINGS

Top hat statement on fileNQDC

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