Retirement plan

THE NATIONAL FOOTBALL LEAGUE CAPITAL ACCUMULATION PLAN

Name: BUCCANEERS TEAM LLC - THE NATIONAL FOOTBALL LEAGUE CAPITAL ACCUMULATION PLAN (2016) Form 5500
Creator: BUCCANEERS TEAM LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, THE NATIONAL FOOTBALL LEAGUE CAPITAL ACCUMULATION PLAN, BUCCANEERS TEAM LLC

BUCCANEERS TEAM LLCEIN 65-0573539Plan #012PY 2016

ONE BUCCANEER PLACE - TAMPA, FL 33607813-870-2700

Prospect flagsLow participation

How to read this page

Total assets (EOY)

$14.4M

+15.7% from 2015

Total participants

361

+5.9% from 2015

Average account balance

$55,738

+7.7% from 2015

Annual return

9.82%

+10.05 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

$40.86M

Not enough data

1 years with asset history on file

Average account balance

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

$122K

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.

334

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.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$2.81M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$9K

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

+17.47%

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 2 by compensation

Provider	Service type	Compensation
SNYDER CAPITAL MANAGEMENT2+ years Filed as: SNYDER CAPITAL MANAGEMENT, LP Service code 28 · EIN 04-3370184 101 MISSION ST · SAN FRANCISCO, CA 94105	Investment Management	$6,759
PIMCO FUNDS2+ years Filed as: PIMCO Service code 28 · EIN 33-0629048 650 NEWPORT DRIVE · NEWPORT BEACH, CA 92660	Investment Management	$5,779

Plan features & details

Pension benefit codes2E2G2J2K2T2F

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.

Opportunity flags

1 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.

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: INSERO & CO. CPAS, LLP
Auditor EIN: 475324570
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$55,738

$41,281+35.0%

$109,313-49.0%

$57,658-3.3%

Participation rate

61.5%

59.3%+2.2pp

71.3%-9.8pp

70.2%-8.7pp

Annual return

9.82%

8.97%+0.9pp

22.07%-12.2pp

5.13%+4.7pp

Employer contribution / active EE

$1,238

$1,201+3.0%

$3,892-68.2%

$1,974-37.3%

Participant deferral / active EE

$4,677

$2,223+110.4%

$3,166+47.7%

$3,061+52.8%

Admin fee / account holder

$75-100.0%

$5,666-100.0%

$95-100.0%

Provider

Service type

Compensation

SNYDER CAPITAL MANAGEMENT2+ years

Filed as: SNYDER CAPITAL MANAGEMENT, LP

Service code 28 · EIN 04-3370184

101 MISSION ST · SAN FRANCISCO, CA 94105

Investment Management

$6,759

PIMCO FUNDS2+ years

Filed as: PIMCO

Service code 28 · EIN 33-0629048

650 NEWPORT DRIVE · NEWPORT BEACH, CA 92660

Investment Management

$5,779

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