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 | $51,184+19.0% | $66,439-8.3% | $86,983-30.0% |
| Participation rate | 86.5% | 68.5%+18.0pp | 74.5%+12.0pp | 69.5%+16.9pp |
| Annual return | 15.91% | 17.07%-1.2pp | 757.66%-741.8pp | 25.83%-9.9pp |
| Employer contribution / active EE | $2,302 | $2,023+13.8% | $2,637-12.7% | $2,584-10.9% |
| Participant deferral / active EE | $2,015 | $2,927-31.2% | $3,876-48.0% | $4,194-52.0% |
| Admin fee / account holder | $470 | $4,154-88.7% | $6,173-92.4% | $7,856-94.0% |