2013 Best Practices Study

Analysis of Agencies with Revenues Over $25,000,000

Key Benchmarks Mgmt. Perspectives Profile Revenues Expenses Profitability Employee Overview Producer Info Service Staff Info Technology Insurance Carriers Appendix

Employee Productivity

Average

+25% Profit

+25% Growth

Total Number of Employees (FTE)

264.4

299.6

275.0

Revenue Per Employee

$195,166 $124,863 $70,302

$211,497 $122,682 $88,815

$210,957 $138,261 $72,696

Compensation Per Employee

Spread Per Employee

Average

+25% Profit

+25% Growth

$250K

$200K

$150K

$211,497

$210,957

$195,166

$100K

$138,261

$50K

$124,863

$122,682

$88,815

$72,696

$70,302

$0

Revenue Per Employee

Compensation Per Employee

Spread Per Employee

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)

16.0% 84.0% 0.0% 0.0%

If partially paid, % paid/month by employee

37.3%

Accident & Health Insurance (Dependent)

0.0% 76.0% 24.0% 0.0%

If partially paid, % paid/month by employee

40.8%

Dental Coverage

16.0% 56.0% 24.0% 4.0% 92.0% 8.0% 0.0% 0.0% 72.0% 16.0% 12.0% 0.0% 68.0% 12.0% 16.0% 4.0% 13.0% 4.3% 0.0% 82.6% 43.5% 0.0% 0.0% 56.5% 34.8% 0.0% 0.0% 65.2% 4.0% 72.0% 12.0% 12.0% 16.7% 8.3% 62.5% 12.5% 16.0% 72.0% 4.0% 8.0%

Group Life Insurance Long Term Disability Short Term Disability

2013 Best Practices Study

Agencies with Revenues Over $25,000,000

Pension Plan Profit Sharing

ESOP

401 (k)

125/Cafeteria Plan

Health Savings Accounts (HSA, HRA, HDHP)

180