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 WEALTH1 year Service code 15 · EIN 45-0436653 401 N. 4TH ST. · BISMARCK, ND 58501 | Recordkeeping | $48,395 |
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 | $44,449 | $60,989-27.1% | $60,919-27.0% | $66,949-33.6% |
| Participation rate | 84.9% | 74.5%+10.4pp | 73.1%+11.8pp | 69.8%+15.1pp |
| Annual return | -14.58% | -9.60%-5.0pp | 16.96%-31.5pp | 1.57%-16.1pp |
| Employer contribution / active EE | $2,369 | $2,661-10.9% | $2,704-12.4% | $2,545-6.9% |
| Participant deferral / active EE | $2,190 | $3,615-39.4% | $3,814-42.6% | $4,239-48.3% |
| Admin fee / account holder | $400 | $338+18.2% | $3,228-87.6% | $594-32.6% |