2007 Best Practices Study

Agencies with Revenues Over $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)

297.0

329.6

238.3

Revenue Per Employee

$170,865

$175,247

$169,909

Compensation Per Employee

$108,411

$101,499

$109,904

Spread Per Employee

$62,454

$73,748

$60,005

$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)

24.0% 76.0% 0.0% 0.0%

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

$134

Accident & Health Insurance (Dependent)

0.0% 84.0% 16.0% 0.0%

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

$272

Dental Coverage

12.0% 56.0% 32.0% 0.0%

Group Life Insurance

80.0% 16.0% 4.0% 0.0%

Long Term Disability

72.0% 12.0% 16.0% 0.0%

Short Term Disability

68.0% 4.0% 24.0% 4.0%

Pension Plan

28.0% 4.0% 0.0% 68.0%

Profit Sharing

24.0% 4.0% 0.0% 72.0%

ESOP

36.0% 0.0% 0.0% 64.0%

401 (k)

8.0% 80.0% 8.0% 4.0%

125/Cafeteria Plan

12.5% 12.5% 50.0% 25.0%

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

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2007 Best Practices Study | Agencies with Revenues Over $25,000,000 | Employee Overview