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 WEALTH2 years Service code 15 · EIN 45-0436653 401 N. 4TH ST. · BISMARCK, ND 58501 | Recordkeeping | $45,564 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,179 | $65,582-23.5% | $64,097-21.7% | $71,529-29.8% |
| Participation rate | 89.1% | 73.2%+15.9pp | 72.3%+16.8pp | 67.9%+21.2pp |
| Annual return | 11.32% | 18.96%-7.6pp | 33.75%-22.4pp | 28.97%-17.6pp |
| Employer contribution / active EE | $2,547 | $2,671-4.6% | $2,750-7.4% | $2,590-1.6% |
| Participant deferral / active EE | $2,041 | $3,628-43.8% | $3,881-47.4% | $4,291-52.4% |
| Admin fee / account holder | $362 | $616-41.3% | $3,070-88.2% | $1,588-77.2% |