2007 Best Practices Study

Agencies with Revenues Between $10,000,000 and $25,000,000

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)

84.0

75.0

61.1

Revenue Per Employee

$180,451

$208,646

$208,759

Compensation Per Employee

$113,361

$116,518

$118,720

Spread Per Employee

$67,090

$92,128

$90,040

$250,000

$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)

60.0% 40.0% 0.0% 0.0%

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

$125

Accident & Health Insurance (Dependent)

10.3% 37.9% 51.7% 0.0%

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

$279

Dental Coverage

30.0% 16.7% 43.3% 10.0%

Group Life Insurance

90.0% 6.7% 3.3% 0.0%

Long Term Disability

73.3% 10.0% 16.7% 0.0%

Short Term Disability

40.0% 6.7% 43.3% 10.0%

Pension Plan

3.3% 3.3% 0.0% 93.3%

Profit Sharing

50.0% 3.3% 0.0% 46.7%

ESOP

16.7% 3.3% 0.0% 80.0%

401 (k)

16.7% 53.3% 20.0% 10.0%

125/Cafeteria Plan

13.3% 13.3% 63.3% 10.0%

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

132 2007 Best Practices Study | Agencies with Revenues Between $10,000,000 and $25,000,000 | Employee Overview