Nov. 28, 2016


  • With respect to the benchmarked marketing spend per member article, what expenses are included in the calculation? Is it just cost of marketing materials (creative, production and media), or does it overhead costs such as pay and compensation, and other misc administrative and operational expenses?
    Alan Bergstrom
  • Thanks for your question. We use the Education & Promotional Expense line item from the 5300 call report to calculate this measure. It is reported to include: advertising, publicity, and promotions. We generally assume that overhead costs are allocated to the employee compensation and benefits line item.
    Sam Taft - Director Industry Analysis
  • Perfect! Thanks Sam.
    Alan Bergstrom