Retirement plan

NFL PLAYER CAPITAL ACCUMULATION PLAN

Name: CAP BOARD OF THE NFL PLAYER CAPITAL ACCUMULATION PLAN - NFL PLAYER CAPITAL ACCUMULATION PLAN (2020) Form 5500
Creator: CAP BOARD OF THE NFL PLAYER CAPITAL ACCUMULATION PLAN
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, NFL PLAYER CAPITAL ACCUMULATION PLAN, CAP BOARD OF THE NFL PLAYER CAPITAL ACCUMULATION PLAN

CAP BOARD OF THE NFL PLAYER CAPITAL ACCUMULATION PLANEIN 47-2135215Plan #001PY 2020

200 ST. PAUL STREET, SUITE 2420 - BALTIMORE, MD 21202800-638-3186

Prospect flagsLow returnsHigh fees

How to read this page

Total assets (EOY)

$247.1M

-41.2% from 2017

Total participants

3,575

-15.0% from 2017

Average account balance

$69,113

-30.8% from 2017

Annual return

-14.23%

-24.29 pp from 2017

Benchmarks

See 120 peers

Peer group

Industry71 - Arts, Entertainment, and Recreation

Plan typeDefined contribution

Participants1,000-4,999

Cohort120 peers

Snapshot2020

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

Analytics

Total assets (EOY)

Plan-year ending balance

$706.79M

Not enough data

1 years with asset history on file

Average account balance

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

$139K

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.

5,073

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.

74.2%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$65.53M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$24K

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

+5.12%

Not enough data

1 years with return on file

Admin fee / account holder

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

$280

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 10 of 11 by compensation

Provider	Service type	Compensation
TEMPO HOLDING COMPANY, LLC3 years Service code 15 · EIN 82-1061233	Recordkeeping	$279,680
B BELL/P ROZELLE NFL PLAYER RET PL5+ years Service code 49 · EIN 13-6043636	Other Services	$259,666
AON CONSULTING5+ years Filed as: AON Service code 11 · EIN 22-2232264	Actuarial	$166,890
GROOM LAW GROUP5+ years Service code 29 · EIN 52-1219029	Legal	$97,307
RR DONNELLEY4 years Filed as: RR DONNELLEY RECEIVABLES, INC. Service code 36 · EIN 52-2125127	Direct payment from the plan; Copying...	$96,615
THE BANK OF NEW YORK MELLON5+ years Service code 21 · EIN 13-5160382	Bank Trustee	$90,033
CLOUDBERRY CREATIVE, INC.3 years Service code 38 · EIN 27-1271032	Participant Communication	$49,641
PFM ADVISORS2 years Filed as: PFM ASSET MANAGEMENT, LLC Service code 27 · EIN 23-3087064	Advisory (Plan)	$47,436
ABRAMS, FOSTER, NOLE & WILLIAMS, PA4 years Service code 10 · EIN 52-1854049	Accounting	$15,750
KENNEDY CAPITAL MANAGEMENT1 year Filed as: KENNEDY & RAND CONSULTING, INC. Service code 16 · EIN 20-3821984	Consulting	$11,375

Plan features & details

Pension benefit codes2E2F2G2T

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.
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

2 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$1.1M

$605 / participant

Investment mgmt$53K4.7%
Other / not subdivided$1M95.3%

% of EOY assets

0.453%

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: ABRAMS,FOSTER,NOLE & WILLIAMS, PA
Auditor EIN: 521854049
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$69,113

$53,932+28.1%

$134,162-48.5%

$90,274-23.4%

Participation rate

100.0%

60.4%+39.6pp

72.2%+27.8pp

73.4%+26.6pp

Annual return

-14.23%

23.16%-37.4pp

36.35%-50.6pp

53.97%-68.2pp

Employer contribution / active EE

$22,398

$1,611+1290.3%

$3,705+504.5%

$2,523+787.6%

Participant deferral / active EE

$2,432-100.0%

$3,500-100.0%

$4,231-100.0%

Admin fee / account holder

$313

$104+202.4%

$6,685-95.3%

$114+174.7%

Provider

Service type

Compensation

TEMPO HOLDING COMPANY, LLC3 years

Service code 15 · EIN 82-1061233

Recordkeeping

$279,680

B BELL/P ROZELLE NFL PLAYER RET PL5+ years

Service code 49 · EIN 13-6043636

Other Services

$259,666

AON CONSULTING5+ years

Filed as: AON

Service code 11 · EIN 22-2232264

Actuarial

$166,890

GROOM LAW GROUP5+ years

Service code 29 · EIN 52-1219029

Legal

$97,307

RR DONNELLEY4 years

Filed as: RR DONNELLEY RECEIVABLES, INC.

Service code 36 · EIN 52-2125127

Direct payment from the plan; Copying...

$96,615

THE BANK OF NEW YORK MELLON5+ years

Service code 21 · EIN 13-5160382

Bank Trustee

$90,033

CLOUDBERRY CREATIVE, INC.3 years

Service code 38 · EIN 27-1271032

Participant Communication

$49,641

PFM ADVISORS2 years

Filed as: PFM ASSET MANAGEMENT, LLC

Service code 27 · EIN 23-3087064

Advisory (Plan)

$47,436

ABRAMS, FOSTER, NOLE & WILLIAMS, PA4 years

Service code 10 · EIN 52-1854049

Accounting

$15,750

KENNEDY CAPITAL MANAGEMENT1 year

Filed as: KENNEDY & RAND CONSULTING, INC.

Service code 16 · EIN 20-3821984

Consulting

$11,375

NFL PLAYER CAPITAL ACCUMULATION PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

NFL PLAYER CAPITAL ACCUMULATION 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