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 STREET · BISMARCK, ND 58501 | Recordkeeping | $50,449 |
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 | $123,483 | $65,092+89.7% | $143,799-14.1% | $66,938+84.5% |
| Participation rate | 95.0% | 65.2%+29.8pp | 80.3%+14.7pp | 69.8%+25.2pp |
| Annual return | -10.51% | -11.14%+0.6pp | -0.04%-10.5pp | 1.58%-12.1pp |
| Employer contribution / active EE | $6,148 | $2,362+160.3% | $4,952+24.1% | $2,545+141.5% |
| Participant deferral / active EE | $6,029 | $2,920+106.5% | $5,638+6.9% | $4,238+42.3% |
| Admin fee / account holder | $334 | $502-33.5% | $14,677-97.7% | $594-43.7% |