Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
BRAVERA WEALTH4 years Service code 15 · EIN 45-0436653 401 N. 4TH ST. · BISMARCK, ND 58501 | Recordkeeping | $55,929 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,923 | $47,479+28.3% | $62,929-3.2% | $82,448-26.1% |
| Participation rate | 86.5% | 66.9%+19.6pp | 73.1%+13.3pp | 68.1%+18.4pp |
| Annual return | 15.91% | 20.34%-4.4pp | 1063.93%-1048.0pp | 41.64%-25.7pp |
| Employer contribution / active EE | $2,302 | $1,885+22.1% | $2,505-8.1% | $2,551-9.8% |
| Participant deferral / active EE | $2,015 | $2,870-29.8% | $3,888-48.2% | $4,139-51.3% |
| Admin fee / account holder | $470 | $3,804-87.6% | $5,065-90.7% | $7,234-93.5% |