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 WEALTH3 years Service code 15 · EIN 45-0436653 401 N 4TH ST. SUITE 301 · BISMARCK, ND 58501 | Recordkeeping | $124,246 |
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 | $87,650 | $60,393+45.1% | $81,820+7.1% | $74,429+17.8% |
| Participation rate | 71.6% | 62.9%+8.7pp | 72.4%-0.8pp | 67.2%+4.4pp |
| Annual return | 13.61% | 16.89%-3.3pp | 777.93%-764.3pp | 1368.38%-1354.8pp |
| Employer contribution / active EE | $5,553 | $2,626+111.4% | $2,915+90.5% | $2,625+111.5% |
| Participant deferral / active EE | $1,834 | $3,397-46.0% | $4,323-57.6% | $4,348-57.8% |
| Admin fee / account holder | $533 | $1,491-64.2% | $7,391-92.8% | $1,944-72.6% |