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DEFINED CONTRIBUTION (401K, 403B & 457 PLANS) RETIREMENT SALES COMPENSATION SURVEY:
Small to Midsize Plan Markets

Methodology [ Overview ] [ Table of Contents ] [ More Information ]

Summary: The information in the report is assembled and organized from our Defined Contribution (401k, 403b & 457 Plans) Retirement Sales Compensation Survey: Small to Midsize Plan Markets Questionnaire which is completed online by companies; plus extensive telephone interviews are utilized for both collection and validation of data.

KEY DEFINITIONS:

Sales Production: Sales volume performance for a calendar year.

Cost of Sales in Basis Points: Total Cash Compensation per Wholesaler divided by Sales Production per Wholesaler.

Wholesaler Productivity: Sales Per Wholesaler & Cost of Sales in Basis Points.

Wholesaler Pay Progression Analysis: Correlation of Total Cash Compensation to Time Employed.

Wholesaler Production Progression Analysis: Correlation of Sales Production to Time Employed.

Wholesaler Tenure Distribution: Distribution of Wholesalers by Time Employed with Same Company.

New to Role: Individual has less than 18 months experience in role/function (new hires with experience should not be included in this group).

Average Performer: Individual meets sales targets, but does not exceed them.

Star Performer: Individual significantly exceeds sales targets.

Please call 719/634-7041 for more information and/or to order this report.

 

 

COMPENSATION SURVEYS & REPORTS

Sales Compensation Survey & Analysis
2016-2017 Annual

Wholesaler Group Size & Compensation:
Mutual Funds | Annuities

Defined Contribution (401k, 403b & 457 Plans) Retirement Sales Compensation Survey:
Small to Midsize Plan Markets
Large Plan Markets

Cost of Distribution:
Mutual Funds | Annuities

Analysis of Sales Force:
Mutual Funds | Annuities