2007 Best Practices Study

Agencies with Revenues Between $5,000,000 and $10,000,000

Executive Perspectives

Profile

Revenues/ Expenses

Financial Stability

Employee Overview

Producer Info

Service Staff Info

Technology

Insurance Carriers

Appendix

Productivity

Average

+25% Profit

+25% Growth

Total Number of Employees (FTE)

46.5

45.7

40.1

Revenue Per Employee

$167,306

$172,776

$185,571

Compensation Per Employee

$110,764

$101,102

$125,200

Spread Per Employee

$56,542

$71,674

$60,370

$200,000

$150,000

$100,000

$50,000

$0

Compensation per Employee

Spread per Employee

Revenue per Employee

Average +25% Profit Profit

+25% Growth Growth

1

2

3

4

Benefits Provided to Employees (% Responding to 1/2/3/4) Accident & Health Insurance (Employee)

43.3% 56.7% 0.0% 0.0%

If answer is 2, $ amount pd/mo. by employee

$148

Accident & Health Insurance (Dependent)

3.3% 53.3% 40.0% 3.3%

If answer is 2, $ amount pd/mo. by employee

$305

Dental Coverage

23.3% 26.7% 36.7% 13.3%

Group Life Insurance

76.7% 3.3% 13.3% 6.7%

Long Term Disability

60.0% 16.7% 16.7% 6.7%

Short Term Disability

36.7% 3.3% 40.0% 20.0%

Pension Plan

6.9% 3.4% 0.0% 89.7%

Profit Sharing

37.9% 3.4% 0.0% 58.6%

ESOP

17.2% 0.0% 0.0% 82.8%

401 (k)

13.3% 70.0% 13.3% 3.3%

125/Cafeteria Plan

10.3% 10.3% 69.0% 10.3%

Health Savings Accounts (HSA)

0.0% 0.0% 0.0% 0.0%

1 —Fully paid by agency 2 —Partially paid by agency 3 —Fully paid by employee 4 —Benefit not provided

104 2007 Best Practices Study | Agencies with Revenues Between $5,000,000 and $10,000,000 | Employee Overview