Retirement plan

THE NATIONAL FOOTBALL LEAGUE CAPITAL ACCUMULATION PLAN

Name: FOOTBALL NORTHWEST, LLC - THE NATIONAL FOOTBALL LEAGUE CAPITAL ACCUMULATION PLAN (2024) Form 5500
Creator: FOOTBALL NORTHWEST, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, THE NATIONAL FOOTBALL LEAGUE CAPITAL ACCUMULATION PLAN, FOOTBALL NORTHWEST, LLC

FOOTBALL NORTHWEST, LLCEIN 91-1844487Plan #011PY 2024

12 SEAHAWKS WAY - RENTON, WA 98056425-203-8000LinkedIn201-500 employeessports

Prospect flagsLow participationFailed to transmit contributions

How to read this page

Total assets (EOY)

$59.2M

+17.0% from 2023

Total participants

510

+6.9% from 2023

Average account balance

$176,315

+11.1% from 2023

Annual return

15.57%

-5.32 pp from 2023

Benchmarks

See 486 peers

Peer group

Industry71 - Arts, Entertainment, and Recreation

Plan typeDefined contribution

Participants250-999

Cohort486 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$59.24M

Not enough data

1 years with asset history on file

Average account balance

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

$176K

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.

336

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.

56.8%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$3.25M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$8K

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

+15.57%

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 6 by compensation

Provider	Service type	Compensation
SNYDER CAPITAL MANAGEMENT8 years Service code 28 · EIN 04-3380184	Investment Management	$29,059
JACKSON SQUARE PARTNERS8 years Service code 28 · EIN 80-0945254	Investment Management	$16,038
ARIEL INVESTMENTS, LLC4 years Service code 28 · EIN 02-2712418	Investment Management	$15,824
CAMBRIDGE INVESTMENT RESEARCH5 years Filed as: CAMBRIDGE ASSOCIATES Service code 27 · EIN 04-3515240	Advisory (Plan)	$10,588
PNC BANK, N.A.8 years Filed as: PNC BANK Service code 25 · EIN 25-1211909	Directed Trustee	$8,288
TRINITY PENSION CONSULTANTS1 year Filed as: TRINITY ASSET MANAGEMENT, , LLP Service code 28	Investment Management	$6,819

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

2 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
ComplianceFailed to transmit contributions
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).

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: 301413443
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$176,315

$58,969+199.0%

$129,406+36.2%

$77,762+126.7%

Participation rate

56.8%

59.5%-2.6pp

69.6%-12.8pp

70.6%-13.8pp

Annual return

15.57%

24.78%-9.2pp

9468.18%-9452.6pp

31.27%-15.7pp

Employer contribution / active EE

$1,410

$1,959-28.0%

$4,155-66.1%

$2,728-48.3%

Participant deferral / active EE

$6,660

$3,224+106.6%

$4,167+59.8%

$4,651+43.2%

Admin fee / account holder

$593-100.0%

$7,689-100.0%

$433-100.0%

Provider

Service type

Compensation

SNYDER CAPITAL MANAGEMENT8 years

Service code 28 · EIN 04-3380184

Investment Management

$29,059

JACKSON SQUARE PARTNERS8 years

Service code 28 · EIN 80-0945254

Investment Management

$16,038

ARIEL INVESTMENTS, LLC4 years

Service code 28 · EIN 02-2712418

Investment Management

$15,824

CAMBRIDGE INVESTMENT RESEARCH5 years

Filed as: CAMBRIDGE ASSOCIATES

Service code 27 · EIN 04-3515240

Advisory (Plan)

$10,588

PNC BANK, N.A.8 years

Filed as: PNC BANK

Service code 25 · EIN 25-1211909

Directed Trustee

$8,288

TRINITY PENSION CONSULTANTS1 year

Filed as: TRINITY ASSET MANAGEMENT, , LLP

Service code 28

Investment Management

$6,819

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