Retirement plan

THE NATIONAL FOOTBALL LEAGUE CAPITAL ACCUMULATION PLAN

Name: THE ST. LOUIS RAMS, LLC - THE NATIONAL FOOTBALL LEAGUE CAPITAL ACCUMULATION PLAN (2015) Form 5500
Creator: THE ST. LOUIS RAMS, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, THE NATIONAL FOOTBALL LEAGUE CAPITAL ACCUMULATION PLAN, THE ST. LOUIS RAMS, LLC

THE ST. LOUIS RAMS, LLCEIN 43-1717152Plan #011PY 2015

29899 AGOURA RD - AGOURA HILLS, CA 913012493818-338-0011therams.comLinkedIn51-200 employeessports

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$14M

No prior year

Total participants

203

No prior year

Average account balance

$78,023

No prior year

Annual return

1.17%

No prior year

Benchmarks

See 515 peers

Peer group

Industry71 - Arts, Entertainment, and Recreation

Plan typeDefined contribution

Participants100-249

Cohort515 peers

Snapshot2015

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

Analytics

Total assets (EOY)

Plan-year ending balance

$39.75M

Not enough data

1 years with asset history on file

Average account balance

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

$91K

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.

436

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.

98.6%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$5.67M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$16K

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

+14.48%

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 4 by compensation

Provider	Service type	Compensation
SNYDER CAPITAL MANAGEMENT1+ years Filed as: SNYDER CAPITAL MANAGEMENT, LP Service code 28 · EIN 04-3370184 101 MISSION · SAN FRANCISCO, CA 94105	Investment Management	$9,266
COLUMBUS CIRCLE INVESTORS1+ years Service code 28 · EIN 06-1404803 1 STATION PLACE · STAMFORD, CT 06902	Investment Management	$7,222
LSV ASSET MANAGEMENT1+ years Service code 28 · EIN 23-2772200 155 NORTH WACKER DRIVE · CHICAGO, IL 60606	Investment Management	$6,218
IRIDIAN ASSET MANAGEMENT, LLC1+ years Filed as: IRIDIAN Service code 28 · EIN 06-1439577 276 POST ROAD WEST · WESTPORT, CT 06880	Investment Management	$5,320

Plan features & details

Pension benefit codes2E2G2J2K2T

Plan features

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.
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.

Opportunity flags

0 tripped

No flags tripped for this filing year. This plan looks clean.

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: ERNST & YOUNG LLP
Auditor EIN: 346565596
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$78,023

$37,134+110.1%

$100,671-22.5%

$52,331+49.1%

Participation rate

84.2%

57.7%+26.6pp

70.7%+13.5pp

68.1%+16.1pp

Annual return

1.17%

0.10%+1.1pp

20.43%-19.3pp

4.54%-3.4pp

Employer contribution / active EE

$413

$1,187-65.2%

$4,012-89.7%

$1,882-78.1%

Participant deferral / active EE

$6,173

$2,163+185.3%

$3,144+96.4%

$3,022+104.2%

Admin fee / account holder

$467-100.0%

$4,850-100.0%

$592-100.0%

Provider

Service type

Compensation

SNYDER CAPITAL MANAGEMENT1+ years

Filed as: SNYDER CAPITAL MANAGEMENT, LP

Service code 28 · EIN 04-3370184

101 MISSION · SAN FRANCISCO, CA 94105

Investment Management

$9,266

COLUMBUS CIRCLE INVESTORS1+ years

Service code 28 · EIN 06-1404803

1 STATION PLACE · STAMFORD, CT 06902

Investment Management

$7,222

LSV ASSET MANAGEMENT1+ years

Service code 28 · EIN 23-2772200

155 NORTH WACKER DRIVE · CHICAGO, IL 60606

Investment Management

$6,218

IRIDIAN ASSET MANAGEMENT, LLC1+ years

Filed as: IRIDIAN

Service code 28 · EIN 06-1439577

276 POST ROAD WEST · WESTPORT, CT 06880

Investment Management

$5,320

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