2010 Best Practices Study

Analysis of Agencies with Revenues Under $1,250,000

Mgmt. Perspectives

Employee Productivity

Profile

Revenues

Average

+25% Profit

+25% Growth

Total Number of Employees (FTE)

7.0

5.2

7.4

Expenses

Revenue Per Employee

$124,669

$158,089

$114,805

Profitability

Compensation Per Employee

$68,403

$71,402

$59,413

Employee Overview

Spread Per Employee

$56,267

$86,687

$55,392

Producer Info

Staff Service Info

Technology

Insurance Carriers

Appendix

Fully Paid By Agency

Partially Paid By Agency

Fully Paid By Employee

Benefit Not Provided

Benefits Provided to Agency Employees (% Responding ) Accident & Health Insurance (Employee)

51.3% 30.8% 2.6% 15.4%

If answer is 2, % paid/month by employee

50.8%

Accident & Health Insurance (Dependent)

13.2% 21.1% 50.0% 15.8%

If answer is 2, % paid/month by employee

58.2%

Dental Coverage

21.4% 14.3% 17.9% 46.4%

Group Life Insurance

54.5% 6.1% 3.0% 36.4%

Long Term Disability

48.3% 3.4% 6.9% 41.4%

2010 Best Practices Study

Short Term Disability

23.1% 3.8% 15.4% 57.7%

Pension Plan

14.3% 21.4% 0.0% 64.3%

Agencies with Revenues Under $1,250,000

Profit Sharing

50.0% 3.3% 0.0% 46.7%

ESOP

8.7% 0.0% 0.0% 91.3%

401 (k)

20.7% 51.7% 10.3% 17.2%

125/Cafeteria Plan

13.0% 8.7% 13.0% 65.2%

Health Savings Accounts (HSA, HRA, HDHP)

19.2% 15.4% 0.0% 65.4%

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