Our back-office operations teams are conducting a due diligence exercise to evaluate headcount required to support our current and future customer requirements. Do you or your operations teams have any “industry standard” metrics or benchmarks that you use to track headcount justification for back-office recordkeeping activities? For example, are they looking at things like the ratio of # of plan sponsors supported by each specialist or the ratio of # of participants supported by each specialist? Something else?

Great question Joey. I’m sorry I don’t have anything to share, and am subscribing.