Filed March 18, 2026
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| Provider | Service type | Compensation |
|---|---|---|
SUNTRUST BANKS, INC.3+ years Filed as: BRANCH BANKING AND TRUST COMPANY Service code 16 · EIN 56-1368984 | Consulting | $43,556 |
Filed as: BB&T INSTITUTIONAL ADVISORS, INC. Service code 26 · EIN 57-0956597 | Advisory (Participants) | $29,339 |
PRONVEST3+ years Service code 26 · EIN 62-1823351 | Advisory (Participants) | $21,255 |
CLIFTONLARSONALLEN LLP3+ years Filed as: CLIFTON LARSON ALLEN, LLP Service code 10 · EIN 41-0746749 | Accounting | $7,618 |
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 | $46,345 | $48,064-3.6% | $78,778-41.2% | $69,631-33.4% |
| Participation rate | 53.1% | 61.6%-8.5pp | 69.2%-16.1pp | 70.7%-17.6pp |
| Annual return | 16.18% | 21.81%-5.6pp | 35.62%-19.4pp | 27571.02%-27554.8pp |
| Employer contribution / active EE | $0 | $744-100.0% | $1,986-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $1,474 | $2,079-29.1% | $2,958-50.2% | $3,224-54.3% |
| Admin fee / account holder | $253 | $152+66.3% | $5,134-95.1% | $110+128.9% |