Page 12 - Walden Security
P. 12
Total Rewards and Compensation Consulting Practice
Investment breakdown CLIENT % OF TOTAL REWARDS INVESTMENT
Client % of Total Rewards Investment
2.5% 0.4% 0.5% 0.3%
Client A Market Ratio % 0.0% Compensation*
# Investment $ Investment $ Variance $ A to market 0.4% 10.1% Medical
Compensation* 428 $28,476,095 $32,343,285 -$3,867,190 88.0% Dental
Medical 640 $6,859,260 $6,174,047 $685,213 111.1% 7.7% Vision
Dental 626 $219,451 $213,453 $5,998 102.8% Retirement
Basic life 836 $207,487 $94,276 $113,211 220.1% Profit Sharing
Basic AD&D 836 $23,575 $15,458 $8,118 152.5% Life & AD&D
78.1%
STD 836 $17,456 $25,381 -$7,925 68.8% STD
Retirement 701 $374,213 $342,764 $31,449 109.2% LTD
Total value $36,177,537 $39,208,663 -$3,031,126 92.3%
Client B Market Ratio % MARKET % OF TOTAL REWARDS INVESTMENT
Market % of Total Rewards Investment
# Investment $ Investment $ Variance $ B to market
0.1% 0.2%
Compensation* 130 $19,616,883 $16,926,383 $2,690,500 115.9% 0.2%
0.0% 4.2% Compensation*
Medical 131 $1,942,838 $1,108,191 $834,647 175.3% 4.7%
0.3% Medical
Dental 131 $88,412 $56,423 $31,989 156.7%
Dental
Vision 151 $11,923 $5,050 $6,873 236.1% 5.5%
Vision
Retirement 179 $632,230 $948,346 -$316,115 66.7%
Retirement
Proit sharing 179 $2,528,921 $842,974 $1,685,948 300.0%
Profit Sharing
Life and AD&D 179 $93,976 $28,495 $65,480 329.8%
Life & AD&D
STD 179 $118,665 $40,141 $78,524 295.6%
STD
LTD 179 $83,244 $34,311 $48,933 242.6% 84.7%
LTD
Total $25,117,092 $19,990,313 $5,126,779 125.6%
Walden Security — Lockton Employee Beneits Practice Overview 12 Lockton Companies
Investment breakdown CLIENT % OF TOTAL REWARDS INVESTMENT
Client % of Total Rewards Investment
2.5% 0.4% 0.5% 0.3%
Client A Market Ratio % 0.0% Compensation*
# Investment $ Investment $ Variance $ A to market 0.4% 10.1% Medical
Compensation* 428 $28,476,095 $32,343,285 -$3,867,190 88.0% Dental
Medical 640 $6,859,260 $6,174,047 $685,213 111.1% 7.7% Vision
Dental 626 $219,451 $213,453 $5,998 102.8% Retirement
Basic life 836 $207,487 $94,276 $113,211 220.1% Profit Sharing
Basic AD&D 836 $23,575 $15,458 $8,118 152.5% Life & AD&D
78.1%
STD 836 $17,456 $25,381 -$7,925 68.8% STD
Retirement 701 $374,213 $342,764 $31,449 109.2% LTD
Total value $36,177,537 $39,208,663 -$3,031,126 92.3%
Client B Market Ratio % MARKET % OF TOTAL REWARDS INVESTMENT
Market % of Total Rewards Investment
# Investment $ Investment $ Variance $ B to market
0.1% 0.2%
Compensation* 130 $19,616,883 $16,926,383 $2,690,500 115.9% 0.2%
0.0% 4.2% Compensation*
Medical 131 $1,942,838 $1,108,191 $834,647 175.3% 4.7%
0.3% Medical
Dental 131 $88,412 $56,423 $31,989 156.7%
Dental
Vision 151 $11,923 $5,050 $6,873 236.1% 5.5%
Vision
Retirement 179 $632,230 $948,346 -$316,115 66.7%
Retirement
Proit sharing 179 $2,528,921 $842,974 $1,685,948 300.0%
Profit Sharing
Life and AD&D 179 $93,976 $28,495 $65,480 329.8%
Life & AD&D
STD 179 $118,665 $40,141 $78,524 295.6%
STD
LTD 179 $83,244 $34,311 $48,933 242.6% 84.7%
LTD
Total $25,117,092 $19,990,313 $5,126,779 125.6%
Walden Security — Lockton Employee Beneits Practice Overview 12 Lockton Companies