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| Provider | Service type | Compensation |
|---|---|---|
BRAVERA WEALTH4 years Service code 15 · EIN 45-0436653 401 N. 4TH ST. · BISMARCK, ND 58501 | Recordkeeping | $37,408 |
Filed as: INVESTMENT CENTERS OF AMERICA, INC. Service code 28 · EIN 45-0389744 5555 GRAND MARKET DRIVE · APPLETON, WI 549138403 | Investment Management | $6,268 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,445 | $67,984+13.9% | $65,493+18.2% | $74,304+4.2% |
| Participation rate | 66.0% | 66.3%-0.4pp | 73.1%-7.1pp | 60.3%+5.6pp |
| Annual return | 10.75% | 19.87%-9.1pp | 982.45%-971.7pp | 29.43%-18.7pp |
| Employer contribution / active EE | $2,333 | $2,491-6.4% | $2,574-9.4% | $2,241+4.1% |
| Participant deferral / active EE | $2,653 | $3,346-20.7% | $3,961-33.0% | $3,767-29.6% |
| Admin fee / account holder | $316 | $1,373-76.9% | $5,028-93.7% | $2,969-89.3% |