Both reports provide the reliable data and standardized industry measures bankers, program managers, insurance marketers and bank analysts need to accurately evaluate and compare insurance and investment fee income programs. 

Banks can compare their performance to other banks nationally or to their asset class by using the mean, median and top-quartile results included in the report.

    
The Annual Bank and Bank Holding Company Fee Income Reports Include:

• 200 tables and graphics that rank, name and reveal results nationwide, by six regions, and by eight asset classes.

• New benchmarks in fee income program:

• CONCENTRATION (% of noninterest income).

• PENETRATION ($ per million dollars of retail deposits — revitalized, more accurate reading than previously available anywhere),

• PRODUCTIVITY ($ per bank employee)

• DENSITY ($ per bank office), and

• CONTRIBUTION (% of net operating revenue)

• Over 60 new tables ranking top 50 performers in these new benchmarks nationally and among banks over and under $1 billion in assets.

• Insurance Underwriting Premiums and Net Income.

• Proprietary Mutual Fund and Annuity Assets Under Management and measured as a Percent of Retail Deposits

• Nearly 50 new tables with mean, median and top-quartile readings for all benchmarks by which you can measure your bank or bank holding company’s performance to the rest of the industry.

• Clear and concise glossary erases any confusion about what particular terminology in the report means — so you always know exactly what you are reading about.

• Click here to read the detailed Bank Table of Contents

• Click here to read the detailed BHC Table of Contents

Sources of Data and Performance Measures:

The Bank-FIR is compiled from data reported by all  commercial banks and federally insured savings banks.

The BHC-FIR is compiled from data reported by all top-tier bank holding companies over $500 million in consolidated assets, as well as several dozen BHCs with assets between $300 million and $500 million.

    
Report Frequencies:

The Bank-FIR™ and BHC-FIR™ are offered as annual reports for the period ending December 31.  Limited interim quarterly data is updated and issued by MWA via quarterly news releases.

     
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