Filed March 18, 2026
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| Provider | Service type | Compensation |
|---|---|---|
SUNTRUST BANKS, INC.1+ years Filed as: BRANCH BANKING AND TRUST COMPANY Service code 16 · EIN 56-1368984 | Consulting | $39,579 |
Filed as: BB&T INSTITUTIONAL ADVISORS, INC. Service code 26 · EIN 57-0956597 | Advisory (Participants) | $26,408 |
PRONVEST1+ years Service code 26 · EIN 62-1823351 | Advisory (Participants) | $19,565 |
CLIFTONLARSONALLEN LLP1+ years Filed as: CLIFTON LARSON ALLEN, LLP Service code 10 · EIN 41-0746749 | Accounting | $9,262 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $41,637 | $33,745+23.4% | $64,105-35.0% | $55,191-24.6% |
| Participation rate | 61.1% | 59.4%+1.7pp | 68.2%-7.1pp | 69.2%-8.1pp |
| Annual return | 0.74% | 4.95%-4.2pp | 791.24%-790.5pp | 10.78%-10.0pp |
| Employer contribution / active EE | $0 | $641-100.0% | $1,820-100.0% | $1,899-100.0% |
| Participant deferral / active EE | $1,579 | $1,929-18.1% | $2,822-44.0% | $3,046-48.2% |
| Admin fee / account holder | $246 | $94+160.7% | $4,499-94.5% | $91+170.9% |