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Copyright © 2004 Atlas World Group, Inc.1212 St. George Road, Evansville, IN 47711-2364800-252-8885 U.S. DOT No. 125550
37th Annual Corporate Relocation
Survey
Management Summary and Results Charts
April, 2004
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Copyright © 2004 Atlas World Group, Inc.1212 St. George Road, Evansville, IN 47711-2364800-252-8885 U.S. DOT No. 125550
Table of Contents
Section Slide Number
Foreword…………………………………………………………………………………….3Situation Analysis 3
Methodology 3
Management Summary…………………………………………………………………… 4
Corporate Profile 4
Factors Impacting Transfers 8
Policy Administration 9
Relocation Costs 10
Employee, Spousal & Assistance Issues 11
Transportation 14
International 15
Respondent Profile 18
Survey Graphs……………………………………………………………………………… 19
Corporate Profile 19
Factors Impacting Transfers 39
Policy Administration 43
Relocation Costs 51
Employee, Spousal & Assistance Issues 61
Transportation 77
International 91
Respondent Profile 103
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Copyright © 2004 Atlas World Group, Inc.1212 St. George Road, Evansville, IN 47711-2364800-252-8885 U.S. DOT No. 125550
Foreword
Situational Analysis
Atlas World Group conducts corporate relocation issues research on an annual basis. This is the second year the study has been conducted via the Internet. Invitations to participate in the survey were sent to mailing lists of selected relocation-related publications and associations. In order to qualify for the survey, a respondent must: 1) have relocation responsibility and 2) work for a company that has either relocated employees within the past two years or plans to relocate employees this year.
For the 37th Annual Corporate Relocation Survey, Atlas World Group utilized OpinionWare, a software tool developed by SilkRoad Technology for building and conducting survey research on the Internet.
Methodology
For the year 2004, 340 surveys were completed by qualifying participants online from January 30 through February 29. Multiple choice questions add to 100% (+/- 1%) due to rounding. Other questions totaling above 100% are due to multiple responses.
Company Size (By Salaried Employees) Total % of
Sample
Less than 500 employees – Small 142 42%
500-4999 employees – Mid-size 112 33%
5000 or more employees - Large 86 25%
Total 340 100%
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Copyright © 2004 Atlas World Group, Inc.1212 St. George Road, Evansville, IN 47711-2364800-252-8885 U.S. DOT No. 125550
Management Summary
Corporate Profile
Forty-two percent of the companies involved in this study employ less than 500 salaried workers, one-third (33%) employ 500-4,999 salaried employees, and one quarter (25%) have 5,000 or more salaried employees.
Manufacturing/Processing and Service companies were the most highly represented business classifications in this study (40% and 39%, respectively).
Over half of participating companies are international (53%). Large companies (5,000+ salaried workers) and mid-size companies (500 – 4,999 salaried workers) are more likely to be international, as nearly twice as many large companies (70%) and medium companies (64%) are international than small companies (34%).
The median annual sales range for all companies involved in this study is $100-$499 million. The median annual sales range for companies with less then 500 employees is $26-$99 million, while for companies with 500-4,999 employees it is $500-$1 billion, and for companies with more than 5,000 employees it is over $1 billion.
Total Business Classification Manufacturing/Processing 40% Service 39 Financial 10 Government/Military 3 Other 9
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Copyright © 2004 Atlas World Group, Inc.1212 St. George Road, Evansville, IN 47711-2364800-252-8885 U.S. DOT No. 125550
Management SummaryCorporate Profile (cont.)
Forty percent of the companies surveyed indicated approximately the same number of employee relocations in 2003 as they did in the previous year. Thirty-two percent indicated they saw increases over 2002 volume, while 28% indicated relocations decreased from 2002 levels. Company size did not seem to be a factor, as these percentages were similar across the different categories. Companies surveyed reported a median range of 10-19 employee relocations in 2003 (small companies reported a median range of 1-9, mid-sized companies 20-49, and large companies 200-399).
Just over fifty percent of the small and mid-size companies surveyed had approximately the same amount of money for relocations in 2003 as they did in the previous year. For large companies, over a third (36%) indicated that budgets stayed the same, with 28% of large companies indicating their budgets decreased.
Company Size (By Salaried Employees)
Total Less than 500 500-4999 5000 or more Number of Employees Relocated in 2003 Median Range 10-19 1-9 20-49 200-399
Company Size (By Salaried Employees)
2003 Number of Relocations Compared to 2002
Total Less than 500 500-4999 5000 or more
Increase 32% 33% 30% 33%
Stay About the Same 40
42 41 36
Decrease 28
25 29 31
Company Size (By Salaried Employees) Total Less than 500 500-4999 5000 or more
2003 Relocation Budgets Compared to 2002
Increase 29% 23% 30% 36%
Stay About the Same 48
52 51 36
Decrease 24
25 19 28
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Copyright © 2004 Atlas World Group, Inc.1212 St. George Road, Evansville, IN 47711-2364800-252-8885 U.S. DOT No. 125550
Management SummaryCorporate Profile (cont.)
One-third (33%) of firms responding anticipate an increase in the number of relocations in 2004, which is significantly above the 13% of respondents who expected an increase in 2003. Also, 29% of respondents expect relocation budgets to increase in 2004, which is a significant increase over the 15% who thought so last year. Expected increases in both relocation volume and budgets appear across the board for all size firms, although more large firms than medium or small firms expect such increases.
While similar percentages of firms this year expect relocation volume and budgets to remain the same, the percentage of firms that expect a decrease in these areas has dropped significantly. Only 16% expect a decrease in relocation volume, significantly lower than last year’s 29%. Correspondingly, only 18% expect relocation budgets to be lower this year than last, down significantly from the 28% of firms who last year expected decreases. This lowered expectation also cuts across company size.
Company Size (By Salaried Employees) 2004 Expectations: Number of Relocations Compared to 2003
Total Less than 500 500-4999 5000 or more
Increase 33% 27% 30% 44%
Stay About the Same 51
50 54 49
Decrease 16
23 16 7
Company Size (By Salaried Employees) 2004 Expectations: Relocation Budgets
Compared to 2003 Total Less than 500 500-4999 5000 or more
Increase 29% 25% 29% 37%
Stay About the Same 53
55 54 48
Decrease 18
20 18 15
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Copyright © 2004 Atlas World Group, Inc.1212 St. George Road, Evansville, IN 47711-2364800-252-8885 U.S. DOT No. 125550
Management Summary
Corporate Profile (cont.)
Seventy-seven percent of the companies surveyed have a formal relocation policy. Companies with 5,000 or more employees are more likely to have a formal relocation policy than are smaller companies (98% of large companies vs. 60% small companies).
Over 4 out of 5 (84%) of the large companies surveyed have a centralized relocation department, similar to 86% of mid-sized companies and 77% of the small companies. Most of the companies’ centralized relocation departments are responsible for managing domestic relocation programs (86%) and controlling household goods carrier selection (74%)
At 50% of the companies surveyed, the company is the sole selector of the household goods carrier for the employee’s move.
Thirty-one percent of the companies surveyed allow the employee some say in the household goods carrier selection, but employees of small companies are more likely have this option than those of mid- to large companies (54% of small companies vs. 15% of mid-sized and 14% of large companies).
Company Size (By Salaried Employees) Total Less than 500 500-4999 5000 or more
Who Selects Carrier for Employee Moves The Company 50% 39% 56% 59% The Company & Employee Together 25 42 14 12 The Employee 6 13 1 2 A Relocation Firm 16 6 23 26 Other 3 1 5 1
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Copyright © 2004 Atlas World Group, Inc.1212 St. George Road, Evansville, IN 47711-2364800-252-8885 U.S. DOT No. 125550
Management Summary
Company Size (Salaried Employees)
Total
Less than 500
500-4999 5000 or more
External Conditions Having Significant Impact
External Conditions Had No Impact 19% 20% 21% 15%
Economic Conditions 51 41 49 70
Lack of Qualified People Locally 37 47 36 23
Factors Impacting Transfers
Over eighty percent of respondents indicated at least one external factor had a significant impact on the number of employee transfers in 2003. Overall, the “economic conditions” (51%) was the top reason indicated, followed by “lack of qualified people locally” (37%). The impact of “economic conditions” rose slightly in importance from 46% last year, but was not close to the 77% rating it received in the 2002 survey.
Internal company conditions affecting relocation varied broadly in 2003; the top three cited being the “growth of the company” (46%), “corporate reorganization” (34%), and “promotions/resignations” (34%). The impact of “corporate reorganization” and “budget constraints” appear to increase in importance with the size of the firm.
Company Size (Salaried Employees) Total Less than 500 500-4999 5000 or more
Internal Conditions Having Significant Impact*
Internal Conditions Had No Impact 8% 9% 8% 6%
Growth of Company 46 46 50 40
Corporate Reorganization 34 25 32 52
Promotions/Resignations 34 28 43 31
Budget Constraints 31 22 33 44
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Copyright © 2004 Atlas World Group, Inc.1212 St. George Road, Evansville, IN 47711-2364800-252-8885 U.S. DOT No. 125550
Management Summary
Policy Administration
Sixty-six percent of all companies outsourced relocation services in 2003. However, only forty-one percent of small companies outsourced, while 79% of mid-size companies and 88% of large companies outsourced relocation services.
The services that are outsourced by a third or more of companies responding are:- Real estate sales/purchase (52%)
- Contract of household goods moving company (40%)- Arrangement of family’s transportation/accommodations (36%)- Counseling about the planning/details of moving (34%)- Orientation tours at new location (34%)
Seventy percent of decision makers say that the Internet was used for relocation-related matters in 2003. The top use was to communicate via e-mail with relocating employees (63%), followed by researching relocation-related matters (46%).
Companies vary on the amount of time they allow employees to decide on whether to accept a relocation offer. Sixteen percent (16%) of the companies surveyed allow one week or less to accept or decline an offer, 49% of the companies surveyed allow up to two weeks, and 21% allow up to one month to decide.
The majority (80%) of companies surveyed allow the hiring of spouses of current employees. Smaller companies are somewhat less likely to hire a spouse (74%); while 81% of mid-sized companies and 90% of large companies said they allow hiring of an employee’s spouse.
Employees are allowed on average 4.7 expense-paid house-hunting days. Spouses of relocating employees are allowed an average of 1.5 expense-paid house-hunting trips.
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Copyright © 2004 Atlas World Group, Inc.1212 St. George Road, Evansville, IN 47711-2364800-252-8885 U.S. DOT No. 125550
Management Summary
Relocation Costs
The following are companies’ methods of reimbursement of moving expenses of TRANSFEREES and NEW HIRES:
If the TRANSFEREE or NEW HIRE decides to buy a home in the new location, over fifty percent of the companies surveyed indicate they will pay for the following moving services:
- 85% to pack all items- 73% to move an automobile- 57% to more exercise equipment- 51% to carry items down from the attic
If an employee decides to rent, over fifty percent of companies responding cover the following:
- 65% offer home finding trips- 62% reimburse/pay for lease cancellation- 52% offer to move one or more automobiles
Total Total Methods of Reimbursement TRANSFEREES NEW HIRES
Full reimbursement of moving expenses 74% 59%
Lump sum payment 22 24
Partial reimbursement based on salary, position, tenure, etc. 24 36
No reimbursement of moving expenses 6 7
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Copyright © 2004 Atlas World Group, Inc.1212 St. George Road, Evansville, IN 47711-2364800-252-8885 U.S. DOT No. 125550
Management Summary
Employee, Spousal & Assistance Issues
The following is the makeup of those employees transferred in 2003.
-Thirty-eight percent of companies surveyed indicated that the age range of their most frequently transferred employee was 36 to 40 years of age, and nearly two-thirds (66%) of the companies surveyed indicated some percentage of the employees they relocated were women.
- Nearly 9 out of 10 (89%) of companies indicated some percentage of their relocations involved a trailing spouse who was a wife or female partner, while about 3 out of 5 (61%) of the companies indicated that some percentage of relocations had accompanying husbands/male partners.
Thirty-nine percent of companies surveyed assist an employee’s spouse/partner in finding employment in the new location. Large companies have historically been somewhat more likely to offer spousal assistance, and this year the gap remained close last year’s results: 57% of large companies indicate they provide this assistance versus 33% of small companies.
Overall, the top method of spousal/partner assistance was finding employment outside the company (43%). However, large companies used a range of tools at roughly equal levels, while small companies are much more likely to help spouses/partners find employment outside the company (64%) than find employment within the company (26%) or pay a job-finder’s fee (15%).
Company Size (Salaried Employees) Total Less than 500 500-4999 5000 or more
Spousal/Partner Employment Assistance
Find Employment Outside Company 43% 64% 31% 33%
Pay Job-Finder’s Fee 25 15 28 33
Find Employment Within Company 21 26 14 22
Pay Spouse’s Full or Partial Salary Until Hired 2 - - 4
Other 45 36 61 43
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Copyright © 2004 Atlas World Group, Inc.1212 St. George Road, Evansville, IN 47711-2364800-252-8885 U.S. DOT No. 125550
Management SummaryEmployee, Spousal & Assistance Issues (cont.)
Almost a quarter (23%) of companies surveyed provide some type of elder care assistance to the transferee. However, the assistance that is provided by companies is minimal, with very few employers allowing the use of pre-tax dollars for outside care or providing moving expense coverage for the elderly relative.
- 16% Provide a list of nursing homes and/or day-care centers- 7% Allow the transferee to use pre-tax dollars for outside care - 7% Move the elderly relative who will live with the transferee in the new location- 1% Move the elderly relative who does not live with the transferee
Only 11% of respondents believe that an employee’s willingness to relocate is never affected by his/her spouse’s employment status, while 47% indicate this is seldom the case. However, 42% believe that an employee’s willingness to relocate is "almost always” or "frequently" affected by the employment status of an employee’s spouse, still significantly above over previous years and similar to last year (42% in 2003 vs. 42% in 2002, 17% in 2001 and 25% in 2000).
Never11%
Seldom47%
Frequently29%
Almost always
14%
Q.31 – Frequency of Employee’s Relocation Being Affected by the Employee Status of His/Her Spouse
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Copyright © 2004 Atlas World Group, Inc.1212 St. George Road, Evansville, IN 47711-2364800-252-8885 U.S. DOT No. 125550
Management Summary
Employee, Spousal & Assistance Issues (cont.)
Most (71%) respondents said that declining the opportunity to relocate does not hinder an employee’s career. Over half (57%) indicated they had employees decline the opportunity to relocate in 2003; however, only 36% of respondents from small companies indicated this was the case, while 66% of mid-size and 93% of large companies said they had employees decline relocation.
About 4 out of 5 (83%) respondents said that the number of employees who declined relocation offers did not change between 2002 and 2003. Ten percent said that the number of employees declining relocation offers in 2003 decreased and 7% said it increased.
Reasons employees gave for declining relocation in 2003 were:
- Family issues/ties (83%) - Spouse’s employment (52%)- Cost of living in new location (48%)- Personal (undisclosed) (43%)- No desire to move (39%)- Housing/mortgage concerns (23%)- Could hurt career (1%)- Other (2%)
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Copyright © 2004 Atlas World Group, Inc.1212 St. George Road, Evansville, IN 47711-2364800-252-8885 U.S. DOT No. 125550
Management Summary
Transportation
Overall, 66% of companies have contracts with household goods carriers: 44% of small companies, 79% of mid-size companies, and 83% of large companies.
Of those companies surveyed who indicated they had standing contracts with household goods carriers, the average was 2.2 standing contracts with household goods carriers (similar to last year’s 2.3).
Two-thirds (67%) of companies surveyed with carriers under contract specify which carriers are preferred. In 2003, the percentages of companies indicating preferred carriers was similar across company size (63% of small versus 69% of mid-size companies and 68% of large companies).
The most important attributes when selecting a carrier indicated by companies surveyed were*:- Service (87%)
- Reputation (59%) - Price (58%)- Local agent(s) (48%)- Claims processing (47%)
The most important attributes when evaluating a carrier indicated by companies surveyed were*:- Service (89%)- On-time delivery (82%)
- Employee feedback (73%) - Price (62%)- Claims processing (50%)- Extra services (31%)
* Top 2 box rating (% of respondents who indicated the attribute was “critically important” (a “9” or “10” on a 10-point scale)).
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Copyright © 2004 Atlas World Group, Inc.1212 St. George Road, Evansville, IN 47711-2364800-252-8885 U.S. DOT No. 125550
Management Summary
International
Fifty-one percent of companies surveyed relocate employees internationally: 27% of small companies, 60% of mid-size companies, and 78% of large companies.
Of those companies surveyed who move employees internationally, respondents indicated the following additional considerations are part of their international relocation policies:
- Additional tax considerations (73%)- Additional leave time (includes at least one visit to US or CAN) (63%) - Increased allowances for permanent storage (56%)- Allowances for children to attend certain schools (55%)- Intercultural and language training (55%) - Additional leave time (50%)- Higher moving allowances (40%) - Higher rental housing allowance (36%) - Extended per diem charges for hotel (22%)- More communication equipment (phones/laptops) (10%)- More leniency on insurance coverage (9%)- Other (6%).
The most important attributes when selecting a carrier for international shipments indicated by companies were*:
- Service (91%) - Scheduling (73%) - Reputation (66%) - Price (59%) - Third Party (52%)
* Top 2 box rating (% of respondents who indicated the attribute was “critically important” (a “9” or “10” on a 10-point scale)).
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Copyright © 2004 Atlas World Group, Inc.1212 St. George Road, Evansville, IN 47711-2364800-252-8885 U.S. DOT No. 125550
Management Summary
International (cont.)
Seventy percent of companies who relocate employees internationally indicate they outsourced an international relocation service in 2003. Of those companies who outsource relocation services domestically, 82% indicate they do so internationally.
Differences in outsourcing domestically carried over to the international side by company size, as small companies (38%) are much less likely to outsource international relocation services than medium (73%) and large (85%) firms, and medium and large companies report outsourcing a greater variety of their international relocation services than small companies.
Some companies (26%) who do not outsource domestically indicate they do outsource relocation services internationally.
Company Size (Salaried Employees) Total Less than 500 500-4999 5000 or more
International Services Outsourced in 2003 Did not use a relocation service or brokerage firm for international relocation services in 2003
30% 62% 27% 15%
Contract of Household Goods Moving Company – Intl Shipping 48 28 56 52
Securing Rental Property at International Location 43 23 44 55
Destination Services/Orientation Tours at New Location 41 18 42 53
Arrangement of Family Intl Trans./Temporary Accommodations 37 21 41 42
Counseling – Planning & Details of Moving Internationally 36 18 42 41
Monitoring of International Shipment 36 23 38 42
Intercultural and Language Training 34 10 32 50
Counseling – Company Policy Concerning Intl Relocation 28 13 26 39
Management of International Relocation Program 28 18 33 29
International Real Estate Sales/Purchase 26 15 26 32
Candidate Assessment 6 8 6 5
Other 3 - 3 5
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Copyright © 2004 Atlas World Group, Inc.1212 St. George Road, Evansville, IN 47711-2364800-252-8885 U.S. DOT No. 125550
Management Summary
International (cont.)
Over half (56%) of companies do not use electronic data interchange (EDI) interface capabilities on international shipments.
Almost 4 out of 5 companies (78%) offer no assistance to internationally transferred employees’ spouses/partners in finding employment in the new location.
Overall, 37% of companies that move employees internationally reported no international relocations were declined or failed in 2003 (74% of small companies, 36% of mid-size companies, and 17% of large companies). However, 25% of companies responded they did not know why an international relocation was declined or failed in 2003, with mid-size to large companies (24% and 36%, respectively) reporting not knowing more often than small companies (8%).
Company Size (Salaried Employees) Total Less than 500 500-4999 5000 or more
Reasons Cited for Employee Declining/Failed Int’l Relocation
No international relocations declined or failed 37% 74% 36% 17%
Family Issues/Ties 31 13 33 41
Personal Reason (non-disclosed) 19 10 18 24
Lack of Adaptability by Spouse/Partner 11 8 9 15
Lack of Adaptability by Employee 8 5 7 11
Terrorism 6 5 6 6
Lack of Spousal/Partner Assistance 5 3 6 5
Illness 3 - 4 5
Pet Quarantine 2 - 1 5
Don’t Know 25 8 24 36
Other 3 - 3 5
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Copyright © 2004 Atlas World Group, Inc.1212 St. George Road, Evansville, IN 47711-2364800-252-8885 U.S. DOT No. 125550
Management Summary
Respondent Profile
Most respondents (74%) work in Human Resources/Personnel departments. There were a variety of different positions held among those who completed this survey – from managers (24%), directors (29%), vice-presidents (16%), and relocation administrators (12%), as well as a myriad of other positions, including a few presidents, assistant vice-presidents, coordinators, and others.
A majority of the respondents regularly read trade publications (97%). The most popular publications were*:
- HR Magazine (63%)- Human Resource Executive (54%)- Mobility (36%)- Employee Benefits News (26%).
Sixty percent of the total of employees interviewed belong to a relocation-related association, and over eighty percent of responding employees at large companies belong to one of these associations*.
* Note: the responses to these questions may have been influenced by the respondent lists used to gather data for this survey.
Total
Employees who belong to a relocation related association
Total 60%
Large companies 84
Mid-size companies 65
Small companies 43
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Copyright © 2004 Atlas World Group, Inc.1212 St. George Road, Evansville, IN 47711-2364800-252-8885 U.S. DOT No. 125550
Corporate Profile
Other9%
Mftg/ Processing
40%
Service39%
Financial10%
Government/ Military
3%
Total
Other11%
Financial14%
Mftg/ Proc.33%
Service36%
Govt/Military
6%
Financial12%
Other13%
Govt/ Military
1%
Service36%
Mftg/Proc.38%
Less than 500 Salaried Employees
500 – 4999 Salaried Employees
5000+ Salaried Employees
Q.1 – Business Classifications of Companies Participating
Other4%
Financial6%
Mftg/Proc.46%Service
44%
Govt/ Military
1%
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Copyright © 2004 Atlas World Group, Inc.1212 St. George Road, Evansville, IN 47711-2364800-252-8885 U.S. DOT No. 125550
Corporate Profile
Regional23%
National24%
International53%
Total
Regional39%
National27%
Interna-tional34%
National20%
Interna-tional64%
Regional16%
National26%
Regional5%
Interna-tional70%
Less than 500 Salaried Employees
500 – 4999 Salaried Employees
5000+ Salaried Employees
Q.2 – Is your company…
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Copyright © 2004 Atlas World Group, Inc.1212 St. George Road, Evansville, IN 47711-2364800-252-8885 U.S. DOT No. 125550
Corporate Profile
over $1 billion35%
$500 million - $1 billion
14%
$100-$499 million
23%
$26-$99 million
15%
Less than $25 million
12%
Total
Less than $25 million
4%
$26-$99 million
4%
$100-$499 million29%$500
million - $1 billion25%
over $1 billion38%
$100-$499 million
5% $500 million - $1 billion
13%
$26-$99 million
2%
Less than $25 million
0%
over $1 billion80%
Less than 500 Salaried Employees
500 – 4999 Salaried Employees
5000+ Salaried Employees
Q.3 – Participating Companies Annual Sales for 2003
over $1 billion
6%$500
million - $1 billion7%
Less than $25 million
26%$100-$499
million29% $26-$99
million32%
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Copyright © 2004 Atlas World Group, Inc.1212 St. George Road, Evansville, IN 47711-2364800-252-8885 U.S. DOT No. 125550
Corporate ProfileQ.4 – Number of Salaried (Non-Hourly) People
Employed by Company
42%
33%25%
0%
20%
40%
60%
80%
Less than 500Salaried
Employees
500 - 4999 SalariedEmployees
5000+ SalariedEmployees
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Copyright © 2004 Atlas World Group, Inc.1212 St. George Road, Evansville, IN 47711-2364800-252-8885 U.S. DOT No. 125550
Corporate ProfileQ.5 – Number of Employees Relocated in 2003
Company Size (Salaried Employees)
Total Less than
500 500-4999
5000 or more
Number of Employees Relocated in 2002
None 6% 13% 1% -%
1-9 37 72 20 1
10-19 8 6 15 2
20-49 13 4 29 8
50-99 9 1 20 8
100-199 10 3 9 22
200-399 7 - 5 22
400 or more 9 0
1 2 31
Don’t know 1 - - 5
Median 10-19 1-9 20-49 200-399
By Company Size (Salaried Employees)
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Copyright © 2004 Atlas World Group, Inc.1212 St. George Road, Evansville, IN 47711-2364800-252-8885 U.S. DOT No. 125550
Corporate Profile
Increase32%
Stay About the Same
40%
Decrease28%
Total
Stay About the
Same42%
Decrease25% Increase
33%
Increase30%
Decrease29%
Stay About the
Same41%Increase
33%
Stay About the
Same36%
Decrease31%
Less than 500 Salaried Employees
500 – 4999 Salaried Employees
5000+ Salaried Employees
Q.6 – Compared to 2002, did the number of employees you relocated in 2003…
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Copyright © 2004 Atlas World Group, Inc.1212 St. George Road, Evansville, IN 47711-2364800-252-8885 U.S. DOT No. 125550
Corporate Profile
Increase29%
Stay About the Same
48%
Decrease24%
Total
Stay About the
Same52%
Decrease25%
Increase23%
Increase30%
Decrease19%
Stay About the
Same51%
Increase36%
Stay About the
Same36%
Decrease28%
Less than 500 Salaried Employees
500 – 4999 Salaried Employees
5000+ Salaried Employees
Q.7 – Compared to 2002, did your 2003 relocation budget…
25
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Copyright © 2004 Atlas World Group, Inc.1212 St. George Road, Evansville, IN 47711-2364800-252-8885 U.S. DOT No. 125550
Corporate Profile
Increase33%
Stay About the Same
51%
Decrease16%
Total
Stay About the
Same50%
Decrease23%
Increase27%
Increase30%
Decrease16%
Stay About the
Same54%
Increase44%
Stay About the
Same49%
Decrease7%
Less than 500 Salaried Employees
500 – 4999 Salaried Employees
5000+ Salaried Employees
Q.8 – Compared to 2003, do you anticipate that the number of employees your company will move during 2004 will…
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Copyright © 2004 Atlas World Group, Inc.1212 St. George Road, Evansville, IN 47711-2364800-252-8885 U.S. DOT No. 125550
Corporate Profile
Increase29%
Stay About the Same
53%
Decrease18%
Total
Stay About the
Same55%
Decrease20%
Increase25%
Increase29%
Decrease18%
Stay About the
Same54%
Increase37%
Stay About the
Same48%
Decrease15%
Less than 500 Salaried Employees
500 – 4999 Salaried Employees
5000+ Salaried Employees
Q.9 – Compared to 2003, do you anticipate that your relocation budget in 2004 will…
27
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Copyright © 2004 Atlas World Group, Inc.1212 St. George Road, Evansville, IN 47711-2364800-252-8885 U.S. DOT No. 125550
Corporate Profile
None3%
50 or more34%
10-4922%
1-941%
Total
None 4%
50 or more 31%
10-49 42%
1-9 23%
50 or more82%
10-4913%
1-94%
None1%
Less than 500 Salaried Employees
500 – 4999 Salaried Employees
5000+ Salaried Employees
Q.9a – Number of Employees Relocated in 2003 Within the U.S.
50 or more5%
None4%
10-4911%
1-980%
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Copyright © 2004 Atlas World Group, Inc.1212 St. George Road, Evansville, IN 47711-2364800-252-8885 U.S. DOT No. 125550
Corporate Profile
None68%
Don't know
3%
50 or more
1%10-494%
1-923%
Total
10-493%
Don't know4%
1-928%
None66%
None41%
Don't know7%
1-937%
10-4912%
50 or more2%
Less than 500 Salaried Employees
500 – 4999 Salaried Employees
5000+ Salaried Employees
Q.9b – Number of Employees Relocated in 2003 Between the U.S. and Canada
10-491%
50 or more1%
1-911%
None88%
29
integrity | quality | solutions
Copyright © 2004 Atlas World Group, Inc.1212 St. George Road, Evansville, IN 47711-2364800-252-8885 U.S. DOT No. 125550
Corporate Profile
10-493%
50 or more
1%
Don't know5%
1-913%
None79%
Total
10-491%
Don't know5%
1-915%
None78%
50 or more1% Don't know
13%10-49
9%
1-916%
None61%
Less than 500 Salaried Employees
500 – 4999 Salaried Employees
5000+ Salaried Employees
Q.9c – Number of Employees Relocated in 2003 Between the U.S. and Mexico
1-98%
50 or more1%
None91%
30
integrity | quality | solutions
Copyright © 2004 Atlas World Group, Inc.1212 St. George Road, Evansville, IN 47711-2364800-252-8885 U.S. DOT No. 125550
Corporate Profile
50 or more8%
Don't know3%
10-498%
1-929%
None52%
Total
10-497%
50 or more2%
Don't know4%
1-947%
None41%Don't know
9%
50 or more26%
10-4920%
1-922%
None24%
Less than 500 Salaried Employees
500 – 4999 Salaried Employees
5000+ Salaried Employees
Q.9d – Number of Employees Relocated in 2003 Between the U.S. and Another Country
10-492%
50 or more2%
1-917%
None80%
31
integrity | quality | solutions
Copyright © 2004 Atlas World Group, Inc.1212 St. George Road, Evansville, IN 47711-2364800-252-8885 U.S. DOT No. 125550
Corporate Profile
1-98%
10-494% Don't know
12%
None76%
Total
10-491%
1-912%
Don't know11%
None77%
50 or more1%
10-4911%
Don't know32%
1-97%
None49%
Less than 500 Salaried Employees
500 – 4999 Salaried Employees
5000+ Salaried Employees
Q.9e – Number of Employees Relocated in 2003 Within a Single Foreign Country
10-492%1-9
4%
None94%
32
integrity | quality | solutions
Copyright © 2004 Atlas World Group, Inc.1212 St. George Road, Evansville, IN 47711-2364800-252-8885 U.S. DOT No. 125550
Corporate Profile
10-494%
50 or more3%
Don't know12%
1-99%
None72%
Total
10-492%
50 or more1%
Don't know13%
1-913%
None72%
Don't know27%
50 or more9%
10-4913%
1-913%
None38%
Less than 500 Salaried Employees
500 – 4999 Salaried Employees
5000+ Salaried Employees
Q.9f – Number of Employees Relocated in 2003 Between Two Foreign Countries
10-491%1-9
4%
Don't know1%
None94%
33
integrity | quality | solutions
Copyright © 2004 Atlas World Group, Inc.1212 St. George Road, Evansville, IN 47711-2364800-252-8885 U.S. DOT No. 125550
Corporate Profile
77%
60%
84%98%
0%
20%
40%
60%
80%
100%
Total Less than 500Salaried
Employees
500 - 4999Salaried
Employees
5000+Salaried
Employees
Q.10 – Companies with a Formal Relocation Policy*
* % of companies answering “Yes”
34
integrity | quality | solutions
Copyright © 2004 Atlas World Group, Inc.1212 St. George Road, Evansville, IN 47711-2364800-252-8885 U.S. DOT No. 125550
Corporate Profile
Other3%
Relocation Firm16%Employee
6%
Company & Employee
25%
Company50%
Total
Other5%
Company56%
Employee1%
Company &
Employee14%
Relocation Firm23%
Other1%
Relocation Firm26%Employee
2%
Company &
Employee12%
Company59%
Less than 500 Salaried Employees
500 – 4999 Salaried Employees
5000+ Salaried Employees
Q.11 – Who Selects The Carrier for Employee Moves
Company39%
Other1%Relocation
Firm6%
Employee13%
Company &
Employee42%
.
35
integrity | quality | solutions
Copyright © 2004 Atlas World Group, Inc.1212 St. George Road, Evansville, IN 47711-2364800-252-8885 U.S. DOT No. 125550
Corporate Profile
81% 77%86%
84%
0%
20%
40%
60%
80%
100%
Total Less than 500Salaried
Employees
500 - 4999Salaried
Employees
5000+Salaried
Employees
Q.12 – Companies Who Administer Employee Relocations from a Centralized (Corporate) Department*
* % of companies answering “Yes”
36
integrity | quality | solutions
Copyright © 2004 Atlas World Group, Inc.1212 St. George Road, Evansville, IN 47711-2364800-252-8885 U.S. DOT No. 125550
Corporate Profile
Total
Q.12a - Does your company’s centralized relocation department… *
*those who answered “Yes” to Q12 / excludes those who “don’t know”
13%
23%
29%
30%
41%
47%
74%
86%
0% 20% 40% 60% 80% 100%
Recommend Site and Space Selection for OfficeRelocations
Handle Office Relocations
Control Air Carrier Selection
Handle Air Travel Via Commercial Airlines
Control Freight Carrier Selection
Manage International Relocation Programs
Control Household Goods Carrier Selection
Manage Domestic Relocation Programs
37
integrity | quality | solutions
Copyright © 2004 Atlas World Group, Inc.1212 St. George Road, Evansville, IN 47711-2364800-252-8885 U.S. DOT No. 125550
Corporate Profile
Company Size (Salaried Employees)
Total Less than
500 500-4999
5000 or more
Centralized Relocation Department’s Duties
Manage Domestic Relocation Programs 86% 79% 86% 96%
Control Household Goods Carrier Selection 74 74 77 69
Manage International Relocation Programs 47 27 54 67
Control Freight Carrier Selection 41 48 39 35
Handle Air Travel Via Commercial Airlines 30 39 32 13
Control Air Carrier Selection 29 35 26 25
Handle Office Relocations 23 34 20 10
Recommend Site and Space Selection for Office Relocations
13 25 5 6
Q.12a – Centralized Relocation Department Duties by Company Size*
*those who answered “Yes” to Q12 / excludes those who “don’t know”
By Company Size (Salaried Employees)
38
integrity | quality | solutions
Copyright © 2004 Atlas World Group, Inc.1212 St. George Road, Evansville, IN 47711-2364800-252-8885 U.S. DOT No. 125550
5%
3%
3%
6%
9%
14%
37%
51%
19%
0% 20% 40% 60% 80% 100%
Other
Terrorism
War in Iraq/Afghanistan
Events of September 11th
Growth of International Competition
Growth of Domestic Competition
Lack of Qualified People Locally
Economic Conditions
External Conditions Had No Impact
Factors Impacting TransfersQ.13 – External Factors Having the Most Significant Impact on the Number
of Employee Relocations in 2003
Total
39
integrity | quality | solutions
Copyright © 2004 Atlas World Group, Inc.1212 St. George Road, Evansville, IN 47711-2364800-252-8885 U.S. DOT No. 125550
Factors Impacting Transfers
Company Size (Salaried Employees)
Total
Less than 500
500-4999 5000 or more
External Conditions Having Significant Impact
External Conditions Had No Impact 19% 20% 21% 15%
Economic Conditions 51 41 49 70
Lack of Qualified People Locally 37 47 36 23
Growth of Domestic Competition 14 8 18 17
Growth of International Competition 9 7 13 9
Events of September 11th 6 6 8 3
War in Iraq/Afghanistan 3 1 5 3
Terrorism 3 1 5 2
Other 5 4 7 5
By Company Size (Salaried Employees)
Q.13 – External Factors Having the Most Significant Impact on the Number of Employee Relocations in 2003
40
integrity | quality | solutions
Copyright © 2004 Atlas World Group, Inc.1212 St. George Road, Evansville, IN 47711-2364800-252-8885 U.S. DOT No. 125550
4%
2%
7%
9%12%
14%
15%
17%
21%
31%
34%
34%
46%
8%
0% 20% 40% 60% 80% 100%
Other
Security Issues
International Expansion
Decreased Production
Increased Production
Expansion of Facility
Acquisitions/Mergers
Closing of Facility
Expansion Into New Territories
Budget Constraints
Promotions/Resignations
Corporate Reorganization
Growth of Company
Internal Conditions Had No Impact
Factors Impacting TransfersQ.14 – Internal Conditions Having the Most Significant Impact on the Number of
Employee Relocations in 2003
Total
41
integrity | quality | solutions
Copyright © 2004 Atlas World Group, Inc.1212 St. George Road, Evansville, IN 47711-2364800-252-8885 U.S. DOT No. 125550
Factors Impacting Transfers
Company Size (Salaried Employees) Total Less than 500 500-4999 5000 or more
Internal Conditions Having Significant Impact*
Internal Conditions Had No Impact 8% 9% 8% 6%
Growth of Company 46 46 50 40
Corporate Reorganization 34 25 32 52
Promotions/Resignations 34 28 43 31
Budget Constraints 31 22 33 44
Expansion into New Territories 21 17 23 27
Closing of Facility 17 9 21 27
Acquisitions/Mergers 15 7 20 23
Expansion of Facility 14 13 17 14
Increased Production 12 16 9 9
Decreased Production 9 10 6 9
International Expansion 7 2 14 8
Security Issues 2 1 4 2
Other 4 5 4 5
By Company Size (Salaried Employees)
Q.14 – Internal Conditions Having the Most Significant Impact on the Number of Employee Relocations in 2003
42
integrity | quality | solutions
Copyright © 2004 Atlas World Group, Inc.1212 St. George Road, Evansville, IN 47711-2364800-252-8885 U.S. DOT No. 125550
Policy Administration
1 week or less16%
Up to 2 months or
longer6%
Up to 1 month21%
Up to 3 weeks
7%
Up to 2 weeks
49%
Total
Up to 2 months or
longer9%
Up to 3 weeks
4%
Up to 1 month21%
1 week or less18%
Up to 2 weeks49%
Up to 2 months or
longer3% Up to 1
month14%
Up to 3 weeks
8%
Up to 2 weeks60%
1 week or less15%
Less than 500 Salaried Employees
500 – 4999 Salaried Employees
5000+ Salaried Employees
Q.15 – Length of Time Employees Have to Accept a Transfer Offer*
Up to 2 months
or longer7% 1 week
or less16%
Up to 1 month25%
Up to 3 weeks
9%
Up to 2 weeks44%
* excludes those who “don’t know”
43
integrity | quality | solutions
Copyright © 2004 Atlas World Group, Inc.1212 St. George Road, Evansville, IN 47711-2364800-252-8885 U.S. DOT No. 125550
Policy Administration
80%74%
81%90%
0%
20%
40%
60%
80%
100%
Total Less than 500Salaried
Employees
500 - 4999Salaried
Employees
5000+Salaried
Employees
Q. 16 – Companies that Allow the Hiring of Spouses of Employees*
* % of companies answering “Yes” / excludes those who “don’t know”
44
integrity | quality | solutions
Copyright © 2004 Atlas World Group, Inc.1212 St. George Road, Evansville, IN 47711-2364800-252-8885 U.S. DOT No. 125550
Policy Administration
Outsourced66%
Not Outsourced
34%
52%
40%36%
34% 34%31% 29% 27% 27%
22%
4%
0%
20%
40%
60%
80%
Q. 17 – Respondents were given a list of possible outsourced relocation services in 2003 – the answers received indicate that…
TotalPercent Outsourced
TotalServices Outsourced
45
integrity | quality | solutions
Copyright © 2004 Atlas World Group, Inc.1212 St. George Road, Evansville, IN 47711-2364800-252-8885 U.S. DOT No. 125550
Policy Administration
Company Size (Salaried Employees)
Total Less than
500 500-4999 5000 or more
Services Outsourced
Did not use a relocation service or a brokerage firm in 2003 34% 59% 21% 12%
Real Estate Sales/Purchase 52 28 61 77
Contract of Household Goods Transportation 40 22 50 55
Arrange Family Transportation/Accommodations 36 20 46 49
Counseling – Planning & Details of Moving 34 15 44 52
Orientation Tours 34 17 42 50
Monitoring Shipment 31 15 40 44
Employee Claims Assistance 29 10 38 49
Counseling – Company Policy 27 7 35 49
Audit/Payment of Invoice 27 9 35 48
Supplementary Services 22 8 29 34
Other 4 2 5 3
By Company Size (Salaried Employees)
Q. 17 – Services Outsourced to a Relocation Service or Brokerage Firm in 2003
46
integrity | quality | solutions
Copyright © 2004 Atlas World Group, Inc.1212 St. George Road, Evansville, IN 47711-2364800-252-8885 U.S. DOT No. 125550
Policy Administration
Used Internet
70%
Did not use30%
6%
46%
63%
0% 20% 40% 60% 80% 100%
Other
To researchrelocation-related
matters
To communicate viae-mail with relocating
employees
Q.18 – Respondents were given a list of possible relocation-related uses for the Internet – the answers received indicate that…
TotalPercent Used
TotalInternet Uses
47
integrity | quality | solutions
Copyright © 2004 Atlas World Group, Inc.1212 St. George Road, Evansville, IN 47711-2364800-252-8885 U.S. DOT No. 125550
Policy Administration
By Company Size (Salaried Employees)
Company Size (Salaried Employees)
Total Less than
500 500-4999 5000 or more
How the Internet is Used
Did not use the Internet for relocation-related matters in 2003 30% 38% 30% 17%
To communicate via e-mail with relocating employees 63 55 64 76
To research relocation-related matters 46 40 48 53
Other 6 1 6 13
Q.18 – How the Internet was Used for Relocation-Related Matters in 2003
48
integrity | quality | solutions
Copyright © 2004 Atlas World Group, Inc.1212 St. George Road, Evansville, IN 47711-2364800-252-8885 U.S. DOT No. 125550
Q.19 – Average number of expense paid TRIPS for SPOUSE to find housing in new location
1.51.7
1.4 1.5
Total Less than500 SalariedEmployees
500 - 4999Salaried
Employees
5000+Salaried
Employees
Policy Administration
* excludes those who “don’t know”
49
integrity | quality | solutions
Copyright © 2004 Atlas World Group, Inc.1212 St. George Road, Evansville, IN 47711-2364800-252-8885 U.S. DOT No. 125550
Q.20 – Average number of expense paid DAYS EMPLOYEES allowed for house-hunting trips
4.73.8
5.05.7
Total Less than500 SalariedEmployees
500 - 4999Salaried
Employees
5000+Salaried
Employees
Policy Administration
* excludes those who “don’t know”
50
integrity | quality | solutions
Copyright © 2004 Atlas World Group, Inc.1212 St. George Road, Evansville, IN 47711-2364800-252-8885 U.S. DOT No. 125550
Relocation CostsQ.21a – Extent Company Reimburses Moving Expenses of
TRANSFEREES
Total
6%
24%
22%
74%
0% 20% 40% 60% 80% 100%
No Reimbursement
PartialReimbursement
Lump Sum Payment
Full Reimbursement
51
integrity | quality | solutions
Copyright © 2004 Atlas World Group, Inc.1212 St. George Road, Evansville, IN 47711-2364800-252-8885 U.S. DOT No. 125550
Relocation Costs
By Company Size (Salaried Employees)
Company Size (Salaried Employees)
Total Less than
500 500-4999 5000 or more
Extent TRANSFEREES are Reimbursed
Full reimbursement of moving expenses 74% 61% 82% 85%
Lump sum payment 22 24 15 28
Partial reimbursement based on salary, position, tenure, etc. 24 31 23 14
No reimbursement of moving expenses 6 8 5 5
Q.21a – Extent Company Reimburses Moving Expenses of TRANSFEREES
52
integrity | quality | solutions
Copyright © 2004 Atlas World Group, Inc.1212 St. George Road, Evansville, IN 47711-2364800-252-8885 U.S. DOT No. 125550
Relocation Costs
Paid directly by company
82%
Paid by employee
then reimbursed
14%
Paid by employee
3%
Total
Paid by employee
then reimbursed
26%
Paid by employee
6%
Paid directly by company
68%
Paid by employee
then reimbursed
8%
Paid by employee
1%
Paid directly by company
91%
Paid directly by company
94%
Paid by employee
then reimbursed
3%
Paid by employee
2%
Less than 500 Salaried Employees
500 – 4999 Salaried Employees
5000+ Salaried Employees
Q.21b – How Carrier Transportation Expenses for TRANSFEREES are Paid
53
integrity | quality | solutions
Copyright © 2004 Atlas World Group, Inc.1212 St. George Road, Evansville, IN 47711-2364800-252-8885 U.S. DOT No. 125550
Relocation CostsQ.22a – Extent Company Reimburses Moving Expenses of
NEW HIRES
Total
7%
36%
24%
59%
0% 20% 40% 60% 80% 100%
No Reimbursement
PartialReimbursement
Lump Sum Payment
Full Reimbursement
54
integrity | quality | solutions
Copyright © 2004 Atlas World Group, Inc.1212 St. George Road, Evansville, IN 47711-2364800-252-8885 U.S. DOT No. 125550
Relocation Costs
By Company Size (Salaried Employees)
Company Size (Salaried Employees)
Total Less than
500 500-4999 5000 or more
Extent NEW HIRES are Reimbursed
Full reimbursement of moving expenses 59% 48% 69% 64%
Lump sum payment 24 27 20 24
Partial reimbursement based on salary, position, tenure, etc. 36 40 33 34
No reimbursement of moving expenses 7 8 10 3
Q.22a – Extent Company Reimburses Moving Expenses of NEW HIRES
55
integrity | quality | solutions
Copyright © 2004 Atlas World Group, Inc.1212 St. George Road, Evansville, IN 47711-2364800-252-8885 U.S. DOT No. 125550
Relocation Costs
Paid directly by company
79%
Paid by employee
then reimbursed
16%
Paid by employee
5%
Total
Paid by employee
then reimbursed
26%
Paid by employee
7%
Paid directly by company
67%
Paid by employee
then reimbursed
10%
Paid by employee
5%
Paid directly by company
85%
Paid directly by company
90%
Paid by employee
then reimbursed
8%
Paid by employee
2%
Less than 500 Salaried Employees
500 – 4999 Salaried Employees
5000+ Salaried Employees
Q.22b – How Carrier Transportation Expenses for NEW HIRES are Paid
56
integrity | quality | solutions
Copyright © 2004 Atlas World Group, Inc.1212 St. George Road, Evansville, IN 47711-2364800-252-8885 U.S. DOT No. 125550
Relocation Costs
Total
3%
15%18%
20%28%
30%
36%
41%46%47%
51%
57%
73%
85%
7%
0% 20% 40% 60% 80% 100%
Hire Temporary Maid Service
Move a Boat
Move Satellite TV Dishes
Have Belongings Picked Up from a Secondary Residence
Move Pets
Permanent/Extended Storage
Move Collections of Highly Valuable Objects
Move Unlimited Weight
Move Recreation/Lawn Equipment
Move 2nd Automobile
Carry Items Down from Attic
Move Exercise Equipment
Move an Automobile
Pack All Items
Company does not pay for any of these items
Q.23 – For a TRANSFEREE or NEW HIRE, does your company reimburse/pay (to)…
57
integrity | quality | solutions
Copyright © 2004 Atlas World Group, Inc.1212 St. George Road, Evansville, IN 47711-2364800-252-8885 U.S. DOT No. 125550
Relocation Costs
By Company Size (Salaried Employees)
Company Size (Salaried Employees)
Total Less than
500 500-4999 5000 or more
Covered Moving Expenses Company does not pay for any of these items 7% 15% 3% 1%
To Pack All Items 85 74 91 93 To Move an Automobile 73 57 86 84 To Move Exercise Equipment 57 49 58 72 To Carry Items Down from the Attic 51 39 58 64 To Move a Second Automobile 47 32 50 67 To Move Recreation and Lawn Equipment 46 43 46 52 To Move Unlimited Weight 41 34 41 53 To Move Collections of Highly Valuable Objects 36 22 43 49 To Have Permanent/Extended Storage of Some Possessions 30 25 35 33 To Move Pets 28 20 29 39 To Have Belongings Picked Up from a Secondary Residence 20 14 23 25 To Move Satellite TV Dishes 18 14 17 27 To Move a Boat 15 13 14 19 To Hire Temporary Maid Service 3 6 1 -
Q.23 – For a TRANSFEREE or NEW HIRE, does your company reimburse/pay…
58
integrity | quality | solutions
Copyright © 2004 Atlas World Group, Inc.1212 St. George Road, Evansville, IN 47711-2364800-252-8885 U.S. DOT No. 125550
Relocation Costs
24%
27%
31%
39%
44%
52%
62%
65%
15%
0% 20% 40% 60% 80% 100%
Reimburse/Pay Security Deposits
Reimburse/Pay for Hook-Up Fees
Apply Temporary Living Allowanceto Rent
Reimburse/Pay Apartment Search or Finder's Fees
Offer Storage
Offer to Move One or MoreAutomobiles
Reimburse/Pay for LeaseCancellation
Offer Homefinding Trips
Company does not offer any ofthese benefits
Q.24 – When a TRANSFEREE or NEW HIRE will be renting (not buying), does your company…
Total
59
integrity | quality | solutions
Copyright © 2004 Atlas World Group, Inc.1212 St. George Road, Evansville, IN 47711-2364800-252-8885 U.S. DOT No. 125550
Relocation Costs
By Company Size (Salaried Employees)
Company Size (Salaried Employees)
Total Less than
500 500-4999 5000 or more
Covered Moving Expenses when Employee will be Renting
Company does not offer any of these benefits 15% 25% 11% 2% Offer Home-Finding Trips 65 50 71 81 Reimburse/Pay for Lease Cancellation 62 37 73 88 Offer to Move One or More Automobiles 52 32 61 74 Offer Storage 44 31 50 58 Reimburse/Pay Apartment Search or Finder’s Fees 39 23 44 59 Apply Temporary Living Allowance Toward Rent 31 40 24 25 Reimburse/Pay for Hook Up Fees 27 27 27 28 Reimburse/Pay for Security Deposits 24 24 24 25
Q.24 – When a TRANSFEREE or NEW HIRE will be renting (not buying), does your company…
60
integrity | quality | solutions
Copyright © 2004 Atlas World Group, Inc.1212 St. George Road, Evansville, IN 47711-2364800-252-8885 U.S. DOT No. 125550
Employee, Spousal & Assistance Issues
7%
21%
38%
28%
5%
1%
0% 20% 40% 60%
Less than 25 years
25-29 years
30-35 years
36-40 years
41-45 years
More than 45 years
Q.25 – Age Range of Most Frequently Transferred Salaried Employee
Total
* excludes those who “don’t know”
61
integrity | quality | solutions
Copyright © 2004 Atlas World Group, Inc.1212 St. George Road, Evansville, IN 47711-2364800-252-8885 U.S. DOT No. 125550
By Company Size (Salaried Employees)
Company Size (Salaried Employees)
Total Less than
500 500-4999
5000 or more
Age Range of Most Frequently Transferred Employee
Less than 25 years 1% 1% 1% -%
25 – 29 years 5 4 6 4
30 – 35 years 28 30 28 25
36 – 40 years 38 28 46 51
41 – 45 years 21 24 17 21
More than 45 years 7 14 1 -
Employee, Spousal & Assistance IssuesQ.25 – Age Range of Most Frequently Transferred
Salaried Employee
* excludes those who “don’t know”
62
integrity | quality | solutions
Copyright © 2004 Atlas World Group, Inc.1212 St. George Road, Evansville, IN 47711-2364800-252-8885 U.S. DOT No. 125550
Q.26 – In 2003, What Approximate Percentage of Your Company’s Transferred Employees Were Women?*
* excludes those who don’t know
Employee, Spousal & Assistance Issues
15% 12%16% 22%
0%
20%
40%
60%
80%
100%
Total Less than 500Salaried
Employees
500 - 4999Salaried
Employees
5000+Salaried
Employees
By Company Size (Salaried Employees)
Average Percent
63
integrity | quality | solutions
Copyright © 2004 Atlas World Group, Inc.1212 St. George Road, Evansville, IN 47711-2364800-252-8885 U.S. DOT No. 125550
Q.27 – In 2003, What Approximate Percentage of Relocations Involved a Trailing Spouse that was a Wife or Female Partner?*
Employee, Spousal & Assistance Issues
54%48%
58% 62%
0%
20%
40%
60%
80%
100%
Total Less than 500Salaried
Employees
500 - 4999Salaried
Employees
5000+Salaried
Employees
By Company Size (Salaried Employees)
Average Percent
* excludes those who don’t know
64
integrity | quality | solutions
Copyright © 2004 Atlas World Group, Inc.1212 St. George Road, Evansville, IN 47711-2364800-252-8885 U.S. DOT No. 125550
Q.28 – In 2003, What Approximate Percentage of Relocations that Involved a Trailing Spouse was a Husband or Male Partner?*
* excludes those who don’t know
Employee, Spousal & Assistance Issues
10% 9% 11% 14%
0%
20%
40%
60%
80%
100%
Total Less than 500Salaried
Employees
500 - 4999Salaried
Employees
5000+Salaried
Employees
By Company Size (Salaried Employees)
Average Percent
65
integrity | quality | solutions
Copyright © 2004 Atlas World Group, Inc.1212 St. George Road, Evansville, IN 47711-2364800-252-8885 U.S. DOT No. 125550
Q.29 – Companies that Assist an Employee’s Spouse or Partner in Finding Employment in the New Location*
39%33% 32%
57%
0%
20%
40%
60%
80%
100%
Total Less than 500Salaried
Employees
500 - 4999Salaried
Employees
5000+Salaried
Employees
Employee, Spousal & Assistance Issues
* % of companies answering “Yes”
66
integrity | quality | solutions
Copyright © 2004 Atlas World Group, Inc.1212 St. George Road, Evansville, IN 47711-2364800-252-8885 U.S. DOT No. 125550
Q.29a – Methods of Spousal/Partner Employment Assistance*
Company Size (Salaried Employees)
Total Less than
500 500-4999 5000 or more
Spousal/Partner Employment Assistance
Find Employment Outside Company 43% 64% 31% 33%
Pay Job-Finder’s Fee 25 15 28 33
Find Employment Within Company 21 26 14 22
Pay Spouse’s Full or Partial Salary Until Hired 2 - - 4
Other 45 36 61 43
Employee, Spousal & Assistance Issues
By Company Size (Salaried Employees)
* those who answered “Yes” to Q29
67
integrity | quality | solutions
Copyright © 2004 Atlas World Group, Inc.1212 St. George Road, Evansville, IN 47711-2364800-252-8885 U.S. DOT No. 125550
Q.29b – Percentage of Relocated Employees with a Spouse/Partner who Used this Employment Assistance*
* those who answered “Yes” to Q29 / excludes those who don’t know
Employee, Spousal & Assistance Issues
21% 23% 24%
16%
0%
20%
40%
60%
80%
100%
Total Less than 500Salaried
Employees
500 - 4999Salaried
Employees
5000+Salaried
Employees
By Company Size (Salaried Employees)
Average Percent
68
integrity | quality | solutions
Copyright © 2004 Atlas World Group, Inc.1212 St. George Road, Evansville, IN 47711-2364800-252-8885 U.S. DOT No. 125550
Q.30 – Companies that Offer Elder Care Assistance
23%15%
21%
39%
0%
20%
40%
60%
80%
Total Less than 500Salaried
Employees
500 - 4999Salaried
Employees
5000+Salaried
Employees
Employee, Spousal & Assistance Issues
By Company Size (Salaried Employees)
Average Percent
69
integrity | quality | solutions
Copyright © 2004 Atlas World Group, Inc.1212 St. George Road, Evansville, IN 47711-2364800-252-8885 U.S. DOT No. 125550
Q.30 – Elder Care Assistance Offered
Company Size (Salaried Employees)
Total Less than
500 500-4999 5000 or more
Elder Care Assistance
No Elder Care Assistance 77% 85% 79% 61%
Provide List of Nursing Homes and/or Day-Care Centers 16 11 12 28
Allow Transferee to Use Pre-Tax Dollars for Outside Care 7 5 5 12
Move an Elderly Relative That Does Not Live with a Transferee Presently, But Will Live with the Transferee in the New Location
7 4 6 13
Move an Elderly Relative That Does Not Live with a Transferee 1 - 2 4
Reimburse for Outside Care - 1 - -
Other 5 1 5 11
Employee, Spousal & Assistance Issues
By Company Size (Salaried Employees)
70
integrity | quality | solutions
Copyright © 2004 Atlas World Group, Inc.1212 St. George Road, Evansville, IN 47711-2364800-252-8885 U.S. DOT No. 125550
Never11%
Seldom47%
Frequently29%
Almost always
14%
Total Never16%
Frequently27%
Seldom37%
Almost always20%
Never8%
Frequently27%
Seldom56%
Almost always
9%
Almost always
8%Never7%
Seldom51%
Frequently34%
Less than 500 Salaried Employees
500 – 4999 Salaried Employees
5000+ Salaried Employees
Q.31 – Frequency of Employee’s Relocation Being Affected by the Employee Status of His/Her Spouse
Employee, Spousal & Assistance Issues
71
integrity | quality | solutions
Copyright © 2004 Atlas World Group, Inc.1212 St. George Road, Evansville, IN 47711-2364800-252-8885 U.S. DOT No. 125550
Q.32 – Companies Indicating Declining Relocation Usually Hinders an Employee’s Career*
29% 30%23%
33%
0%
20%
40%
60%
80%
100%
Total Less than 500Salaried
Employees
500 - 4999Salaried
Employees
5000+Salaried
Employees
Employee, Spousal & Assistance Issues
* % of companies answering “Yes”
By Company Size (Salaried Employees)
Average Percent
72
integrity | quality | solutions
Copyright © 2004 Atlas World Group, Inc.1212 St. George Road, Evansville, IN 47711-2364800-252-8885 U.S. DOT No. 125550
Q.33 – Companies that had Employees Decline the Opportunity to Relocate in 2003*
57%
36%
66%
93%
0%
20%
40%
60%
80%
100%
Total Less than 500Salaried
Employees
500 - 4999Salaried
Employees
5000+Salaried
Employees
Employee, Spousal & Assistance Issues
* % of companies answering “Yes” / excludes those who don’t know
By Company Size (Salaried Employees)
Average Percent
73
integrity | quality | solutions
Copyright © 2004 Atlas World Group, Inc.1212 St. George Road, Evansville, IN 47711-2364800-252-8885 U.S. DOT No. 125550
Decrease from 2002
10%
Remain about the same as
200283%
Increase from 2002
7%
Total Increase from 2002
7%
Decrease from 2002
13%
Remain about the same as
200280%
Decrease from 2002
9%
Increase from 2002
11%
Remain about the same as
200280%
Increase from 2002
3%Decrease from 2002
6%
Remain about the same as
200291%
Less than 500 Salaried Employees
500 – 4999 Salaried Employees
5000+ Salaried Employees
Q.34 – Did the number of employees declining relocation in 2003…
Employee, Spousal & Assistance Issues
74
integrity | quality | solutions
Copyright © 2004 Atlas World Group, Inc.1212 St. George Road, Evansville, IN 47711-2364800-252-8885 U.S. DOT No. 125550
2%
1%
23%
39%
43%
48%
52%
83%
0% 20% 40% 60% 80% 100%
Other
Could Hurt Career
Housing/Mortgage Concerns
No Desire to Move
Personal Reasons (undisclosed)
Cost of Living in New Location
Spouse's Employment
Family Issues/Ties
Q.34a – Reasons Employees Gave for Declining Relocation*
Total
Employee, Spousal & Assistance Issues
* those who answered “Yes” to Q33
75
integrity | quality | solutions
Copyright © 2004 Atlas World Group, Inc.1212 St. George Road, Evansville, IN 47711-2364800-252-8885 U.S. DOT No. 125550
Q.34a – Reasons Employees Gave for Declining Relocation*
Employee, Spousal & Assistance Issues
* those who answered “Yes” to Q33
Company Size (Salaried Employees)
Total Less than
500 500-4999 5000 or more
Reasons for Declining Relocation
Family Issues/Ties 83% 79% 87% 84%
Spouse’s Employment 52 47 56 53
Cost of Living in New Location 48 38 42 63
Personal Reasons (undisclosed) 43 34 42 51
No Desire to Move 39 45 44 29
Housing/Mortgage Concerns 23 15 27 25
Could Hurt Career 1 2 - 2
Other 2 - 2 4
By Company Size (Salaried Employees)
76
integrity | quality | solutions
Copyright © 2004 Atlas World Group, Inc.1212 St. George Road, Evansville, IN 47711-2364800-252-8885 U.S. DOT No. 125550
Q.35 – Companies with Contractual Agreements with Carriers for the Transportation of Household Goods*
66%
44%
79% 83%
0%
20%
40%
60%
80%
100%
Total Less than 500Salaried
Employees
500 - 4999Salaried
Employees
5000+Salaried
Employees
Transportation
* % of companies indicating contracts with one or more carriers
77
integrity | quality | solutions
Copyright © 2004 Atlas World Group, Inc.1212 St. George Road, Evansville, IN 47711-2364800-252-8885 U.S. DOT No. 125550
Transportation
2.21.8
2.0
2.8
Total Less than500 SalariedEmployees
500 - 4999Salaried
Employees
5000+Salaried
Employees
Q.35 – Of Companies with Contracts: Average Number of Household Goods Transportation Carriers on Contract*
* of those companies indicating contracts with one or more carriers
78
integrity | quality | solutions
Copyright © 2004 Atlas World Group, Inc.1212 St. George Road, Evansville, IN 47711-2364800-252-8885 U.S. DOT No. 125550
Q.36 – Companies that Specify Preferred Carriers of Those Under Contract*
Transportation
67% 63%69% 68%
0%
20%
40%
60%
80%
100%
Total Less than 500Salaried
Employees
500 - 4999Salaried
Employees
5000+Salaried
Employees
* % of companies answering “Yes” / of those indicating contracts with one or more carriers
79
integrity | quality | solutions
Copyright © 2004 Atlas World Group, Inc.1212 St. George Road, Evansville, IN 47711-2364800-252-8885 U.S. DOT No. 125550
Transportation
47%
48%
58%
59%
87%
0% 20% 40% 60% 80% 100%
Claims Processing
Local Agent(s)
Price
Reputation
Service
Total(Those who rated the attribute a “9" or "10," or "critically important")
Q.37 – Importance of Attributes when SELECTING a Carrier*1 = "not important" 8 = "extremely important"4 = "somewhat important“ 10 = "critically important"6 = "very important“
*excludes those who “don’t know”
80
integrity | quality | solutions
Copyright © 2004 Atlas World Group, Inc.1212 St. George Road, Evansville, IN 47711-2364800-252-8885 U.S. DOT No. 125550
By Company Size (Salaried Employees)
Company Size (Salaried Employees) Total Less than 500 500-4999 5000 or more
Critically Important Attributes when Selecting a Carrier (Top 3-Box)
Service 87% 82% 87% 94%
Reputation 59 60 60 58
Price 58 63 58 49
Local Agent(s) 48 48 49 47
Claims Processing 47 45 48 49
*excludes those who “don’t know”
TransportationQ.37 – Importance of Attributes when SELECTING a Carrier*
1 = "not important" 8 = "extremely important"4 = "somewhat important“ 10 = "critically important"6 = "very important“
(Those who rated the attribute a “9" or "10," or "critically important")
81
integrity | quality | solutions
Copyright © 2004 Atlas World Group, Inc.1212 St. George Road, Evansville, IN 47711-2364800-252-8885 U.S. DOT No. 125550
Transportation
31%
50%
62%
73%
82%
89%
0% 20% 40% 60% 80% 100%
Extra Services
Claims Processing
Price
Employee Feedback
On-time Delivery
Service
Total
Q.38 – Importance of Attributes when EVALUATING a Carrier*1 = "not important" 8 = "extremely important"4 = "somewhat important“ 10 = "critically important"6 = "very important“
*excludes those who “don’t know”
(Those who rated the attribute a “9" or "10," or "critically important")
82
integrity | quality | solutions
Copyright © 2004 Atlas World Group, Inc.1212 St. George Road, Evansville, IN 47711-2364800-252-8885 U.S. DOT No. 125550
By Company Size (Salaried Employees)
Company Size (Salaried Employees) Total Less than 500 500-4999 5000 or more
Critically Important Attributes when Evaluating a Carrier (Top 3-Box)
Service 89% 87% 87% 94%
On-time Delivery 82 82 84 79
Employee Feedback 73 74 73 70
Price 62 68 63 51
Claims Processing 50 50 52 48
Extra Services 31 30 28 35
*excludes those who “don’t know”
TransportationQ.38 – Importance of Attributes when EVALUATING a Carrier*
1 = "not important" 8 = "extremely important"4 = "somewhat important“ 10 = "critically important"6 = "very important“
(Those who rated the attribute a “9" or "10," or "critically important")
83
integrity | quality | solutions
Copyright © 2004 Atlas World Group, Inc.1212 St. George Road, Evansville, IN 47711-2364800-252-8885 U.S. DOT No. 125550
Q.39 – Percentage of Time Complaints Received from Transferred Employees Concerning – Salesperson/Origin Agent*
* excludes those who don’t know
Transportation
Company Size (Salaried Employees) Total Less than 500 500-4999 5000 or more
Salesperson/Origin Agent
0% 54% 57% 58% 43%
10% 27 22 28 34
20% 10 11 11 9
30% 2 2 1 3
40% 2 2 - 4
50% or more 5 7 2 7
By Company Size (Salaried Employees)
84
integrity | quality | solutions
Copyright © 2004 Atlas World Group, Inc.1212 St. George Road, Evansville, IN 47711-2364800-252-8885 U.S. DOT No. 125550
Q.39 – Percentage of Time Complaints Received from Transferred Employees Concerning – Packing/Broken Items*
* excludes those who don’t know
Transportation
Company Size (Salaried Employees) Total Less than 500 500-4999 5000 or more
Packing/Broken Items
0% 20% 28% 17% 7%
10% 34 26 44 33
20% 18 16 18 22
30% 10 9 7 17
40% 3 5 3 -
50% or more 15 16 11 20
By Company Size (Salaried Employees)
85
integrity | quality | solutions
Copyright © 2004 Atlas World Group, Inc.1212 St. George Road, Evansville, IN 47711-2364800-252-8885 U.S. DOT No. 125550
Q.39 – Percentage of Time Complaints Received from Transferred Employees Concerning – Driver/Timeliness*
* excludes those who don’t know
Transportation
Company Size (Salaried Employees) Total Less than 500 500-4999 5000 or more
Driver/Timeliness
0% 33% 38% 37% 19%
10% 33 26 37 38
20% 12 11 12 14
30% 6 5 5 10
40% 2 3 1 3
50% or more 14 17 9 16
By Company Size (Salaried Employees)
86
integrity | quality | solutions
Copyright © 2004 Atlas World Group, Inc.1212 St. George Road, Evansville, IN 47711-2364800-252-8885 U.S. DOT No. 125550
Q.39 – Percentage of Time Complaints Received from Transferred Employees Concerning – Destination Agent/Unpacking*
* excludes those who don’t know
Transportation
Company Size (Salaried Employees) Total Less than 500 500-4999 5000 or more
Destination Agent/Unpacking
0% 39% 52% 43% 12%
10% 31 21 33 44
20% 11 8 10 18
30% 6 4 6 10
40% 2 1 1 4
50% or more 12 15 8 12
By Company Size (Salaried Employees)
87
integrity | quality | solutions
Copyright © 2004 Atlas World Group, Inc.1212 St. George Road, Evansville, IN 47711-2364800-252-8885 U.S. DOT No. 125550
Q.39 – Percentage of Time Complaints Received from Transferred Employees Concerning – Claims Processing*
* excludes those who don’t know
Transportation
Company Size (Salaried Employees) Total Less than 500 500-4999 5000 or more
Claims Processing
0% 35% 46% 32% 19%
10% 30 21 36 35
20% 12 9 12 16
30% 6 6 4 10
40% 2 2 2 4
50% or more 15 16 14 15
By Company Size (Salaried Employees)
88
integrity | quality | solutions
Copyright © 2004 Atlas World Group, Inc.1212 St. George Road, Evansville, IN 47711-2364800-252-8885 U.S. DOT No. 125550
Transportation
15%10% 11%
75%
0%
20%
40%
60%
80%
100%
Electronic Transfer ofFunds to Your Carrierfor Relocation Costs
On-Line RegistrationAccess with Your
Carrier
On-Line Access withYour Carrier for
ShipmentRecords/History
None of the Above
Q.40 – Which of the following does your company use?
Total
89
integrity | quality | solutions
Copyright © 2004 Atlas World Group, Inc.1212 St. George Road, Evansville, IN 47711-2364800-252-8885 U.S. DOT No. 125550
Q.40 – Which of the following does your company use?
Company Size (Salaried Employees)
Total Less than
500 500-4999 5000 or more
Elder Care Assistance
Electronic Transfer of Funds to Your Carrier for Relocation Costs
15% 7% 18% 23%
On-line Registration Access with Your Carrier 10 8 9 17
On-line Access with Your Carrier for Shipment Records/History 11 7 12 17
None of the Above 75 87 71 62
Transportation
By Company Size (Salaried Employees)
90
integrity | quality | solutions
Copyright © 2004 Atlas World Group, Inc.1212 St. George Road, Evansville, IN 47711-2364800-252-8885 U.S. DOT No. 125550
Q.41 – Companies that Transfer Employees Between Countries
International
51%
27%
60%
78%
0%
20%
40%
60%
80%
100%
Total Less than 500Salaried
Employees
500 - 4999Salaried
Employees
5000+Salaried
Employees
* % of companies answering “Yes”
91
integrity | quality | solutions
Copyright © 2004 Atlas World Group, Inc.1212 St. George Road, Evansville, IN 47711-2364800-252-8885 U.S. DOT No. 125550
International
6%
9%10%
22%
36%
40%
50%
55%
55%
56%
63%
73%
12%
0% 20% 40% 60% 80% 100%
Other
More Leniency on Whom Insurance Covers
More Communication Equipment (Phones/Laptops)
Extended Per Diem Charges for Hotel
Higher Rental Housing Allowance
Higher Moving Allowances
Additional Leave Time
Intercultural and Language Training
Allowances for Children to Attend Certain Schools
Increased Allowances for Permanent Storage
Additional Leave Time (Includes at Least 1 Visit Back to U.S./Canada)
Additional Tax Considerations
No Difference Between Int'l/Domestic Policies
Q.41a – Comparing your international relocation policy with your domestic relocation policy, does your company’s international relocation policy offer…*
Total
* those who answered “Yes” to Q41
92
integrity | quality | solutions
Copyright © 2004 Atlas World Group, Inc.1212 St. George Road, Evansville, IN 47711-2364800-252-8885 U.S. DOT No. 125550
International
By Company Size (Salaried Employees)
Company Size (Salaried Employees)
Total Less than
500 500-4999 5000 or more
International Relocation Policy Offers Different from Domestic
No difference between international and domestic relocation policies
12% 21% 12% 6%
Additional Tax Considerations 73 56 70 87 Additional Leave Time (Includes At Least 1 Visit Back to U.S./Canada)
63 49 63 72
Increased Allowances for Permanent Storage 56 38 52 70 Allowances for Children to Attend Certain Schools 55 44 54 64 Intercultural and Language Training 55 41 48 70 Additional Leave Time 50 44 45 60 Higher Moving Allowances 40 41 37 42 Higher Rental Housing Allowance 36 41 28 40 Extended Per Diem Charges for Hotel 22 31 18 21 More Communication Equipment (Phones/Laptops) 10 13 13 6
More Leniency on Whom Insurance Covers (i.e. Unmarried Partners, Parents, Day-Care Providers)
9 13 6 9
Other 6 3 10 3
Q.41a – Comparing your international relocation policy with your domestic relocation policy, does your company’s international relocation policy offer…*
* those who answered “Yes” to Q41
93
integrity | quality | solutions
Copyright © 2004 Atlas World Group, Inc.1212 St. George Road, Evansville, IN 47711-2364800-252-8885 U.S. DOT No. 125550
InternationalQ.41b – Respondents were given a list of possible outsourced international
relocation services in 2003 – the answers received indicate that…*
48%43% 41%
37%36%36% 34%28% 28% 26%
6%3%
0%
20%
40%
60%
80%
TotalPercent Outsourced
TotalServices Outsourced
Outsourced70%
Not Outsourced
30%
* those who answered “Yes” to Q41
94
integrity | quality | solutions
Copyright © 2004 Atlas World Group, Inc.1212 St. George Road, Evansville, IN 47711-2364800-252-8885 U.S. DOT No. 125550
International
Company Size (Salaried Employees)
Total Less than
500 500-4999 5000 or more
Services Outsourced
Did not use a relocation service or brokerage firm for international relocation services in 2003
30% 62% 27% 15%
Contract of Household Goods Moving Company for Intl Shipping 48 28 56 52
Securing Rental Property at Intl Location 43 23 44 55
Destination Services/Orientation Tours at New Location 41 18 42 53
Arrangement of Family’s Intl Transportation & Temporary Accommodations
37 21 41 42
Counseling – Planning & Details of Moving Internationally 36 18 42 41
Monitoring of International Shipment 36 23 38 42
Intercultural and Language Training 34 10 32 50
Counseling – Company Policy on Intl Relocation 28 13 26 39
Management of International Relocation Program 28 18 33 29
International Real Estate Sales/Purchase 26 15 26 32
Candidate Assessment 6 8
8 6 5
Other 3 - 3 5
By Company Size (Salaried Employees)
Q. 41b – International Services Outsourced to a Relocation Service or Brokerage Firm in 2003*
* those who answered “Yes” to Q41
95
integrity | quality | solutions
Copyright © 2004 Atlas World Group, Inc.1212 St. George Road, Evansville, IN 47711-2364800-252-8885 U.S. DOT No. 125550
International
52%
59%
66%
73%
91%
0% 20% 40% 60% 80% 100%
Third Party
Price
Reputation
Scheduling
Service
Total
Q.41c – Importance of Attributes when SELECTING a Carrier for International Relocations*1 = "not important" 8 = "extremely important"4 = "somewhat important“ 10 = "critically important"6 = "very important“
(Those who rated the attribute a “9" or "10," or "critically important")
* those who answered “Yes” to Q41 / excludes those who “don’t know”
96
integrity | quality | solutions
Copyright © 2004 Atlas World Group, Inc.1212 St. George Road, Evansville, IN 47711-2364800-252-8885 U.S. DOT No. 125550
By Company Size (Salaried Employees)
Company Size (Salaried Employees) Total Less than 500 500-4999 5000 or more
Important Attributes when Selecting an Int’l Carrier (Top 3-Box)
Service 91% 90% 90% 94%
Scheduling 73 72 82 65
Reputation 66 67 75 58
Price 59 69 58 53
Third Party 52 54 53 48
InternationalQ.41c – Importance of Attributes when SELECTING a Carrier for International
Relocations*1 = "not important" 8 = "extremely important"4 = "somewhat important“ 10 = "critically important"6 = "very important“
(Those who rated the attribute a “9" or "10," or "critically important")
* those who answered “Yes” to Q41 / excludes those who “don’t know”
97
integrity | quality | solutions
Copyright © 2004 Atlas World Group, Inc.1212 St. George Road, Evansville, IN 47711-2364800-252-8885 U.S. DOT No. 125550
Frequently15%
Always16%
Never56%
Seldom13%
InternationalQ.41d – Does company use EDI on international shipments?*
(EDI = Electronic Data Interchange)
* those who answered “Yes” to Q41 / excludes those who “don’t know”NOTE: Due to low base sizes, company breakdown by size not included.
98
integrity | quality | solutions
Copyright © 2004 Atlas World Group, Inc.1212 St. George Road, Evansville, IN 47711-2364800-252-8885 U.S. DOT No. 125550
Q.41e – Method of Employment Assistance for Internationally Relocated Employee’s Spouse or Partner*
International
1%
6%
11%
14%
78%
0% 20% 40% 60% 80% 100%
Pay Spouse's PartialSalary Till Hired
Find Employment WithinCompany
Find Employment OutsideCompany
Pay Job-Finder's Fee
No Assistance
Total
* those who answered “Yes” to Q41
99
integrity | quality | solutions
Copyright © 2004 Atlas World Group, Inc.1212 St. George Road, Evansville, IN 47711-2364800-252-8885 U.S. DOT No. 125550
Company Size (Salaried Employees)
Total Less than
500 500-4999 5000 or more
Spousal Employment Assistance – International
No Assistance 78% 72% 83% 76%
Pay Job-Finder’s Fee 14 13 11 18
Find Employment Outside Company 11 21 9 7
Find Employment Within Company 6 10 2 9
Pay Spouse’s Partial Salary Until Hired 1 - 2 1
InternationalQ.41e – Method of Employment Assistance for Internationally Relocated
Employee’s Spouse or Partner
By Company Size (Salaried Employees)
* those who answered “Yes” to Q41
100
integrity | quality | solutions
Copyright © 2004 Atlas World Group, Inc.1212 St. George Road, Evansville, IN 47711-2364800-252-8885 U.S. DOT No. 125550
3%
25%
2%
3%
5%
6%
8%
11%
19%
31%
37%
0% 20% 40% 60% 80% 100%
Other
Don't Know
Pet Quarantine
Illness
Lack of Spousal/Partner Assistance
Terrorism
Lack of Adaptability by Employee
Lack of Adaptability by the Spouse/Partner
Personal Reason (non-disclosed)
Family Issues/Ties
No International Relocations Declined or Failed
Q.41f – In 2003, Reasons Cited for Employee Declining International Relocation or for an International Relocation to Fail
Total
International
* those who answered “Yes” to Q41
101
integrity | quality | solutions
Copyright © 2004 Atlas World Group, Inc.1212 St. George Road, Evansville, IN 47711-2364800-252-8885 U.S. DOT No. 125550
Company Size (Salaried Employees)
Total Less than
500 500-4999 5000 or more
Reasons Cited for Employee Declining/Failed Int’l Relocation
No international relocations declined or failed 37% 74% 36% 17%
Family Issues/Ties 31 13 33 41
Personal Reason (non-disclosed) 19 10 18 24
Lack of Adaptability by Spouse/Partner 11 8 9 15
Lack of Adaptability by Employee 8 5 7 11
Terrorism 6 5 6 6
Lack of Spousal/Partner Assistance 5 3 6 5
Illness 3 - 4 5
Pet Quarantine 2 - 1 5
Don’t Know 25 8 24 36
Other 3 - 3 5
InternationalQ.41f – In 2003, Reasons Cited for Employee Declining International
Relocation or for an International Relocation to Fail
By Company Size (Salaried Employees)
* those who answered “Yes” to Q41
102
integrity | quality | solutions
Copyright © 2004 Atlas World Group, Inc.1212 St. George Road, Evansville, IN 47711-2364800-252-8885 U.S. DOT No. 125550
Respondent Profile
Male41%
Female59%
Total
Female49%
Male51%
Male36%
Female64%
Male30%
Female70%
Less than 500 Salaried Employees
500 – 4999 Salaried Employees
5000+ Salaried Employees
Q.42 – Respondent Gender
103
integrity | quality | solutions
Copyright © 2004 Atlas World Group, Inc.1212 St. George Road, Evansville, IN 47711-2364800-252-8885 U.S. DOT No. 125550
Respondent Profile
Traffic/Transportation
0%Compensation & Benefits
5%
Administration5%
Relocation Services
11%
Other4%
Human Resources/Personnel
74%
Total
Other2%Admin.
4%
Comp. & Benefits
7%
HR/ Personnel
81%
Relo-cation
Services6%
Other3%
Traffic/Trans1%
Comp. & Benefits
8%
Admin. 3%
Relocation Services
35%
HR/Personnel
49%
Less than 500 Salaried Employees
500 – 4999 Salaried Employees
5000+ Salaried Employees
Q.43 – Departmental Function
Other5%
HR/ Personnel
84%
Comp. & Benefits
2%
Admin.8%
Relocation Services
1%
104
integrity | quality | solutions
Copyright © 2004 Atlas World Group, Inc.1212 St. George Road, Evansville, IN 47711-2364800-252-8885 U.S. DOT No. 125550
5%
1%
0%
1%
3%
12%
2%
2%
24%
29%
2%
16%
4%
0% 10% 20% 30% 40% 50%
Other
HR Assistant
Assistant
Recruiter
Coordinator
Relocation Administrator
Supervisor
Department Head
Manager
Director
Assistant Vice President
Vice President
President
Total
Respondent ProfileQ.44 – Respondent’s Position
105
integrity | quality | solutions
Copyright © 2004 Atlas World Group, Inc.1212 St. George Road, Evansville, IN 47711-2364800-252-8885 U.S. DOT No. 125550
Company Size (Salaried Employees) Total Less than 500 500-4999 5000 or more
Respondent’s Position
President 4% 8% -% -%
Vice President 16 26 11 8
Assistant Vice President 2 3 2 1
Director 29 40 25 17
Manager 24 10 23 47
Department Head 2 1 4 1
Supervisor 2 2 1 2 Relocation Administrator 12 1 20 20
Coordinator 3 1 6 2
Recruiter 1 1 1 -
Assistant - - - -
HR Assistant 1 2 - - Other 5 4 8 1
By Company Size (Salaried Employees)
Respondent ProfileQ.44 – Respondent’s Position
106
integrity | quality | solutions
Copyright © 2004 Atlas World Group, Inc.1212 St. George Road, Evansville, IN 47711-2364800-252-8885 U.S. DOT No. 125550
3%3%
3%3%4%5%
8%13%
16%16%16%
21%
21%26%
36%54%
63%
0% 10% 20% 30% 40% 50% 60% 70% 80% 90% 100%
None
Others
Human Resources Outsourcing (HRO) Today
HR Wire
HR Innovator
Human Capital
National Relocation & Real Estate
HR & Corporate Relocation
Workforce
HR Solutions
HR Focus
HR News
Runzheimer Reports On Relocation
Employee Benefits News
Mobility
Human Resource Executive
HR Magazine
Total
Respondent ProfileQ.45 – Which Trade Publications Respondent’s Regularly Read
107
integrity | quality | solutions
Copyright © 2004 Atlas World Group, Inc.1212 St. George Road, Evansville, IN 47711-2364800-252-8885 U.S. DOT No. 125550
Company Size (Salaried Employees)
Total Less than
500 500-4999
5000 or more
Trade Publications Respondent’s Read
HR Magazine 63% 79% 63% 36%
Human Resource Executive 54 82 44 23
Mobility 36 6 41 80
Employee Benefits News 26 37 22 10
Runzheimer Reports on Relocation 21 5 25 43
HR News 21 30 22 5
HR Focus 16 20 19 3
HR Solutions 16 18 21 8
Workforce 16 20 16 10
HR & Corporate Relocation 13 10 18 13
National Relocation & Real Estate 8 1 7 19
Human Capital 5 5 9 -
HR Innovator 4 5 4 1
HR Wire 3 4 4 1
Human Resources Outsourcing (HRO) Today 3 2 4 3
Others 3 4 4 2
None 3 3 4 3
By Company Size (Salaried Employees)
Respondent ProfileQ.45 – Which Trade Publications Respondent’s Regularly Read
108
integrity | quality | solutions
Copyright © 2004 Atlas World Group, Inc.1212 St. George Road, Evansville, IN 47711-2364800-252-8885 U.S. DOT No. 125550
Total
Respondent ProfileQ.46 – Which Online/E-mail Trade Publications Regularly Read
14%
1%
3%
36%
48%
0% 20% 40% 60% 80%
None
HR.com
bound4.com
HRRadio.com
Other(s)
109
integrity | quality | solutions
Copyright © 2004 Atlas World Group, Inc.1212 St. George Road, Evansville, IN 47711-2364800-252-8885 U.S. DOT No. 125550
By Company Size (Salaried Employees)
Company Size (Salaried Employees)
Total Less than
500 500-4999
5000 or more
Online/E-mail Trade Publications Regularly Read
None 48% 37% 49% 63%
HR.com 36 47 37 17
bound4.com 3 1 3 6
HRRadio.com 1 1 - -
Other(s) 14 15 13 14
Respondent ProfileQ.46 – Which Online/E-mail Trade Publications Regularly Read
110
integrity | quality | solutions
Copyright © 2004 Atlas World Group, Inc.1212 St. George Road, Evansville, IN 47711-2364800-252-8885 U.S. DOT No. 125550
Total
Respondent ProfileQ.47 – Respondent Membership in Relocation-Related Associations
3%
0%
1%
21%
33%
36%
40%
0% 20% 40% 60% 80%
None
ERC (U.S.)
SHRM
Regional or Local Relocation Council
CERC (Canada)
Industrial Traffic League
Other(s)
111
integrity | quality | solutions
Copyright © 2004 Atlas World Group, Inc.1212 St. George Road, Evansville, IN 47711-2364800-252-8885 U.S. DOT No. 125550
By Company Size (Salaried Employees)
Company Size (Salaried Employees)
Total Less than
500 500-4999
5000 or more
Relocation-Related Associations – Respondent Membership
None 40% 57% 35% 16%
ERC (U.S.) 36 6 43 80
SHRM 33 36 39 20
Regional or Local Relocation Council 21 6 26 41
CERC (Canada) 1 1 - 1
Industrial Traffic League - 1 - -
Other(s) 3 3 1 7
Respondent ProfileQ.47 – Respondent Membership in Relocation-Related Associations
112
integrity | quality | solutions
Copyright © 2004 Atlas World Group, Inc.1212 St. George Road, Evansville, IN 47711-2364800-252-8885 U.S. DOT No. 125550
Total
Respondent ProfileQ.48 –What Relocation-Related Association Conferences Typically Attended
11%
22%
16%
1%
2%
12%
25%
19%
36%
0% 20% 40% 60% 80%
None
ERC National Relocation Conference
SHRM Conference & Exposition
ERC Global Workforce Symposium
Employee Mgmt Assoc. Annual Conference & Expo
HRO World
Regional SHRM Conference
Local ERC Conference
Other(s)
113
integrity | quality | solutions
Copyright © 2004 Atlas World Group, Inc.1212 St. George Road, Evansville, IN 47711-2364800-252-8885 U.S. DOT No. 125550
By Company Size (Salaried Employees)
Company Size (Salaried Employees)
Total Less than
500 500-4999
5000 or more
Relocation-Related Associations – Respondent Membership
None 36% 47% 34% 21%
ERC National Relocation Conference 19 1 21 47
SHRM Conference & Exposition 25 30 28 13
ERC Global Workforce Symposium 12 2 9 31
Employee Management Association’s
Annual Conference & Exposition 2 3 3 -
HRO World 1 1 - -
Regional SHRM Conference 16 23 14 9
Local ERC Conference 22 7 25 44
Other(s) 11 8 11 16
Respondent ProfileQ.48 –What Relocation-Related Association Conferences Typically Attended
114