Ivy Plus Group Benchmarking Appendix B Ivy Plus Group Benchmarking Benefits Department Staffing August 21, 2009

NYU Cornell Brown Dartmouth Columbia Total Staffing 16,000+ 13,577 5,266 16,000 Benefits Eligible EE’s 9259 19,369 3800 4125 Retirees with Benefits 1500 4,398 100 872 2,000 Total Serviced 10,759 14,767 3900 4997 18,000 Annual service contacts 45,498 27,611 17,500 Not Tracked 24,500 Customer Service Staffing 5 Included in below 9 All other benefits staffing 8 17 7 13 All Staffing to client ratio 1:828 1:671 1:300 1:714 1:857 Customer service to client ratio 1:2152 1:2953 1:780 1:2000

NYU MIT Hopkins Yale Total Staffing 16,000+ 14,109 13,000 Benefits Eligible EE’s 9259 10,561 13,926 11,500 Retirees with Benefits 1500 5683 2,900 Total Serviced 10,759 16,244 14,400 Annual service contacts 45,498 17,425 unknown 34,800 Customer Service Staffing 5 4 for Calls; 4 for transactions 19.6 Outsourced; 8 in-house All other benefits staffing 8 14 11.4 12 All Staffing to client ratio 1:828 1:738 1:464 1:720 Customer service to client ratio 1:2152 1:2030 1:710 1:1800

NYU Harvard U of Chicago Stanford U Penn Total Staffing 16,000+ 51,773 14,300 20,000 Benefits Eligible EE’s 9259 17,283 9012 13,700 15,000 Retirees with Benefits 1500 4,347 1300 4000 2,000 Total Serviced 10,759 22,170 10,312 17,700 17,000 Annual service contacts 45,498 34,204 6211 28,000 for Health& Welfare: unknown on retirement plans 24,780 (19,000 at ADP) Customer Service Staffing 5 12 4 Outsourced; 4 in-house Outsourced All other benefits staffing 8 21 10 14 22 All Staffing to client ratio 1:828 1:672 1:737 1:983 1:773 Customer service to client ratio 1:2152 1:1848 1:2578 1:4425 1:2000