2010 Best Practices Study

Analysis of Agencies with Revenues Between $2,500,000 and $5,000,000

Mgmt. Perspectives

Employee Productivity

Profile

Revenues

Average

+25% Profit

+25% Growth

Total Number of Employees (FTE)

26.5

23.9

25.6

Expenses

Revenue Per Employee

$145,400

$155,769

$155,484

Profitability

Compensation Per Employee

$91,736

$90,567

$96,528

Employee Overview

Spread Per Employee

$53,664

$65,202

$58,956

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)

45.9% 54.1% 0.0% 0.0%

If answer is 2, % paid/month by employee

36.3%

Accident & Health Insurance (Dependent)

5.6% 44.4% 41.7% 8.3%

If answer is 2, % paid/month by employee

51.3%

Dental Coverage

22.2% 30.6% 27.8% 19.4%

Group Life Insurance

80.0% 11.4% 8.6% 0.0%

Long Term Disability

62.9% 14.3% 17.1% 5.7%

2010 Best Practices Study

Short Term Disability

42.9% 5.7% 25.7% 25.7%

Pension Plan

3.4% 3.4% 0.0% 93.1%

Agencies with Revenues Between $2,500,000 and $5,000,000

Profit Sharing

41.9% 0.0% 0.0% 58.1%

ESOP

17.2% 0.0% 0.0% 82.8%

401 (k)

14.3% 60.0% 20.0% 5.7%

125/Cafeteria Plan

25.0% 12.5% 34.4% 28.1%

Health Savings Accounts (HSA, HRA, HDHP)

17.2% 17.2% 13.8% 51.7%

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