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| Provider | Service type | Compensation |
|---|---|---|
BRAVERA WEALTH1 year Service code 15 · EIN 45-0436653 401 N. 4TH ST · BISMARCK, ND 58501 | Recordkeeping | $23,477 |
BELL BANK8 years Service code 15 · EIN 45-0283315 | Recordkeeping | $1,201 |
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.)
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,858 | $76,670-32.4% | $96,683-46.4% | $71,457-27.4% |
| Participation rate | 59.1% | 66.6%-7.4pp | 74.3%-15.2pp | 67.9%-8.8pp |
| Annual return | 18.27% | 48.29%-30.0pp | 35.69%-17.4pp | 28.85%-10.6pp |
| Employer contribution / active EE | $830 | $3,031-72.6% | $3,737-77.8% | $2,588-67.9% |
| Participant deferral / active EE | $2,787 | $3,771-26.1% | $4,878-42.9% | $4,289-35.0% |
| Admin fee / account holder | $3,104 | $2,028+53.0% | $6,730-53.9% | $1,587+95.6% |