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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ANCHOR BOLT OFFSHORE FUND LTD Service code 28 | Investment Management | $0 |
Service code 51 · EIN 95-4861680 | Investment Mgmt Fees | $0 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $409,661-100.0% | $305,030-100.0% | $409,661-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 44.7%-44.7pp | 1.7%-1.7pp |
| Annual return | 15.97% | 6915.14%-6899.2pp | 380.71%-364.7pp | 627.08%-611.1pp |
| Employer contribution / active EE | $13,216 | $39,618-66.6% | $45,089-70.7% | $18,824-29.8% |
| Participant deferral / active EE | $0 | $161-100.0% | $272-100.0% | $418-100.0% |
| Admin fee / account holder | $0 | $1,923-100.0% | $12,800-100.0% | $1,923-100.0% |