Filed March 18, 2026
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| Provider | Service type | Compensation |
|---|---|---|
SUNTRUST BANKS, INC.2+ years Filed as: BRANCH BANKING AND TRUST COMPANY Service code 16 · EIN 56-1368984 | Consulting | $39,757 |
Filed as: BB&T INSTITUTIONAL ADVISORS, INC. Service code 26 · EIN 57-0956597 | Advisory (Participants) | $25,813 |
PRONVEST2+ years Service code 26 · EIN 62-1823351 | Advisory (Participants) | $18,630 |
CLIFTONLARSONALLEN LLP2+ years Filed as: CLIFTON LARSON ALLEN, LLP Service code 10 · EIN 41-0746749 | Accounting | $9,620 |
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).
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 | $42,281 | $37,044+14.1% | $71,796-41.1% | $57,658-26.7% |
| Participation rate | 64.9% | 61.1%+3.7pp | 69.1%-4.3pp | 70.2%-5.4pp |
| Annual return | 6.39% | 12.64%-6.3pp | 78.04%-71.7pp | 5.13%+1.3pp |
| Employer contribution / active EE | $0 | $720-100.0% | $1,924-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $1,730 | $1,974-12.4% | $2,794-38.1% | $3,061-43.5% |
| Admin fee / account holder | $233 | $101+130.6% | $4,815-95.2% | $95+146.3% |