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TABLE OF CONTENTS
ACKNOWLEDGMENT OF REPORT SPONSOR
INTRODUCTION
About This Report and Its Benchmarks
Asset Classes
Program Concentration
Program Penetration
Program Productivity
Program Density
Program Contribution
OVERVIEW OF PERFORMANCE - YEAR-END AND FOURTH QUARTER
Program Production
Fourth Quarter Program Production
Program Penetration
Program Growth
Program Concentration
Program Productivity
Program Density
Program Contribution
Revenue Mix
BANKS WITH ASSETS UNDER $4 BILLION
Program Concentration
Program Penetration
Program Productivity
Program Density
Program Contribution
Leaders – Investment Program
Revenue Mix – Securities Brokerage
Revenue Mix – Annuities
Leaders – Securities Brokerage
Leaders – Annuities
BANKS WITH $1 BILLION - $4 BILLION IN ASSETS
Program Concentration
Program Penetration
Program Productivity
Program Density
Program Contribution
Leaders – Investment Program
Revenue Mix – Securities Brokerage
Revenue Mix – Annuities
Leaders – Securities Brokerage
Leaders – Annuities
BANKS WITH $500 MILLION - $1 BILLION IN ASSETS
Program Concentration
Program Penetration
Program Productivity
Program Density
Program Contribution
Leaders – Investment Program
Revenue Mix – Securities Brokerage
Revenue Mix – Annuities
Leaders – Securities Brokerage
Leaders – Annuities
BANKS WITH $300 MILLION - $500 MILLION IN ASSETS
Program Concentration
Program Penetration
Program Productivity
Program Density
Program Contribution
Leaders – Investment Program
Revenue Mix – Securities Brokerage
Revenue Mix – Annuities
Leaders – Securities Brokerage
Leaders – Annuities
BANKS WITH $100 MILLION - $300 MILLION IN ASSETS
Program Concentration
Program Penetration
Program Productivity
Program Density
Program Contribution
Leaders – Investment Program
Revenue Mix – Securities Brokerage
Revenue Mix – Annuities
Leaders – Securities Brokerage
Leaders – Annuities
BANKS WITH ASSETS UNDER $100 MILLION
Program Concentration
Program Penetration
Program Productivity
Program Density
Program Contribution
Leaders – Investment Program
Revenue Mix – Securities Brokerage
Revenue Mix – Annuities
Leaders – Securities Brokerage
Leaders – Annuities
BANK INVESTMENT PROGRAM INCOME - TABLES
COMMUNITY BANK INVESTMENT PROGRAM OVERVIEWS OF PERFORMANCE MEASURES
Mean Investment Program Income Performance Measures
Median Investment Program Income Performance Measures
Top Quartile Investment Program Income Performance Measures
Investment Program Income Production And Product Mix Performance Measures
COMMUNITY BANK INVESTMENT PROGRAMS - TOP 50 IN PROGRAM REVENUE BY ASSET-CLASS
Under $4 Billion in Assets - Nationally
Between $1 Billion - $4 Billion in Assets
Between $500 Million - $1 Billion in Assets
Between $300 Million - $500 Million in Assets
Between $100 Million - $300 Million in Assets
Under $100 Million in Assets
COMMUNITY BANK INVESTMENT PROGRAMS - TOP 50 IN PROGRAM REVENUE BY REGION
Northeast
Midatlantic
Southeast
Midwest
Southwest
West
COMMUNITY BANKS - TOP 50 IN SECURITIES BROKERAGE REVENUE BY ASSET-CLASS
Under $4 Billion in Assets - Nationally
Between $1 Billion - $4 Billion in Assets
Between $500 Million - $1 Billion in Assets
Between $300 Million - $500 Million in Assets
Between $100 Million - $300 Million in Assets
Under $100 Million in Assets
COMMUNITY BANKS - TOP 50 IN ANNUITY FEE INCOME BY ASSET-CLASS
Under $4 Billion in Assets - Nationally
Between $1 Billion - $4 Billion in Assets
Between $500 Million - $1 Billion in Assets
Between $300 Million - $500 Million in Assets
Between $100 Million - $300 Million in Assets
Under $100 Million in Assets
COMMUNITY BANK INVESTMENT PROGRAMS - TOP 50 FASTEST GROWING WITH MINIMUM INVESTMENT PROGRAM INCOME OF $150,000
Under $4 Billion in Assets - Nationally
Between $1 Billion - $4 Billion in Assets
Between $500 Million - $1 Billion in Assets
Between $300 Million - $500 Million in Assets
Between $100 Million - $300 Million in Assets
Under $100 Million in Assets
GLOSSARY
ABOUT THE AUTHOR
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