Filed November 9, 2005
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ANCHOR INVESTMENT MANAGEMENT Service code 26 · EIN 57-1109708 3205 DEVINE ST · COLUMBIA, SC 29205 | Advisory (Participants) | $0 |
Filed as: JOHN HANCOCK LIFE INSURANCE CO USA Service code 15 · EIN 01-0233346 PO BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $50,829 | $63,924-20.5% | $108,582-53.2% | $55,167-7.9% |
| Participation rate | 71.3% | 74.3%-3.0pp | 79.6%-8.3pp | 69.0%+2.3pp |
| Annual return | 6.96% | 15.31%-8.4pp | -51.70%+58.7pp | 169.23%-162.3pp |
| Employer contribution / active EE | $1,504 | $1,879-19.9% | $3,758-60.0% | $1,963-23.4% |
| Participant deferral / active EE | $2,131 | $3,067-30.5% | $4,311-50.6% | $3,054-30.2% |
| Admin fee / account holder | $259 | $618-58.1% | $7,645-96.6% | $504-48.7% |