38 th annual corporate relocation survey
DESCRIPTION
38 th Annual Corporate Relocation Survey. Management Summary and Results Charts April, 2005. Table of Contents. Section Slide Number Foreword…………………………………………………………………………………….3 Situation Analysis3 Methodology3 Management Summary……………………………………………………………………4-20 - PowerPoint PPT PresentationTRANSCRIPT
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Copyright © 2005 Atlas World Group, Inc.1212 St. George Road, Evansville, IN 47711-2364800-252-8885 U.S. DOT No. 125550
38th Annual Corporate Relocation
Survey
Management Summary and Results Charts
April, 2005
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Copyright © 2005 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…………………………………………………………………… 4-20
Corporate Profile 4
Factors Impacting Transfers 8
Policy Administration 10
Relocation Costs 11
Employee, Spousal & Assistance Issues 12
Transportation 15
International 16
Respondent Profile 20
Survey Graphs……………………………………………………………………………… 21-119
Corporate Profile 21
Factors Impacting Transfers 41
Policy Administration 45
Relocation Costs 53
Employee, Spousal & Assistance Issues 63
Transportation 79
International 93
Respondent Profile 108
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Copyright © 2005 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 third 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 38th 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 2005, 330 surveys were completed by qualifying participants online from January 26 through March 7. 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 151 46%
500-4999 employees – Mid-size 102 31%
5000 or more employees - Large 77 23%
Total 330 100%
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Copyright © 2005 Atlas World Group, Inc.1212 St. George Road, Evansville, IN 47711-2364800-252-8885 U.S. DOT No. 125550
Management Summary
Corporate Profile
Forty-six percent of the companies involved in this study employ less than 500 salaried workers, under one-third (31%) employ 500-4,999 salaried employees, and under one quarter (23%) have 5,000 or more salaried employees.
Service and Manufacturing/Processing companies were the most highly represented business classifications in this study (44% and 36%, respectively).
Roughly half of participating companies are international (47%). Large companies (5,000+ salaried workers) surveyed are more likely to be international, as nearly twice as many large companies (70%) are international than small companies (34%). The percentage of mid-size firms indicating they are international dropped slightly from last year, from close to two-thirds (64%) of participating firms to around half (48%).
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 Service 44% Manufacturing/Processing 36 Financial 10 Government/Military 2 Other 8
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Copyright © 2005 Atlas World Group, Inc.1212 St. George Road, Evansville, IN 47711-2364800-252-8885 U.S. DOT No. 125550
Management SummaryCorporate Profile (cont.)
Forty-seven percent of the companies surveyed indicated approximately the same number of employee relocations in 2004 as they did in the previous year. Forty-one percent indicated they saw increases over 2003 volume, while 12% indicated relocations decreased from 2003 levels. Unlike last year, company size appears to have been a factor in 2004 relocation volume, with about half of mid-size and large firms reporting increases, and the majority (60%) of small firms indicating 2004 volume was the same as 2003. Companies surveyed reported a median range of 10-19 employee relocations in 2004 (small companies reported a median range of 1-9, mid-sized companies 20-49, and large companies 200-399).
Around fifty percent of the mid-size and large companies surveyed had more money for relocations in 2004 as they did in the previous year. For small companies, about a third (34%) indicated that budgets had increased, with just 10% of all companies responding 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)
2004 Number of Relocations Compared to 2003
Total Less than 500 500-4999 5000 or more
Increase 41% 32% 47% 51%
Stay About the Same 47
60 40 31
Decrease 12
8 13 18
Company Size (By Salaried Employees) Total Less than 500 500-4999 5000 or more
2004 Relocation Budgets Compared to 2003
Increase 42% 34% 51% 48%
Stay About the Same 48
58 41 36
Decrease 10
9 8 16
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Copyright © 2005 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 2005, which is the same percentage of those who expected an increase in 2004. Also, 32% of respondents expect relocation budgets to increase in 2005, which is similar to the percentage (29%) who thought so last year. Company size appears to be playing a role in projections for 2005 as well, with almost half of large firms indicating they expect relocation volume to increase in 2005, while less than a third of mid-size and small firms indicate they expect increases.
Similar percentages of firms to last year expect relocation volume and budgets to remain the same, and the percentage of firms that expect a decrease in these areas has also held fairly steady. Only 16% expect a decrease in relocation volume, the same percent as last year. Correspondingly, only 14% expect relocation budgets to be lower this year than last, down even slightly from the 18% of firms who last year expected decreases.
Company Size (By Salaried Employees) 2005 Expectations: Number of Relocations Compared to 2004
Total Less than 500 500-4999 5000 or more
Increase 33% 28% 31% 47%
Stay About the Same 51
51 53 47
Decrease 16
21 16 6
Company Size (By Salaried Employees) 2005 Expectations: Relocation Budgets
Compared to 2004 Total Less than 500 500-4999 5000 or more
Increase 32% 28% 27% 44%
Stay About the Same 55
56 58 47
Decrease 14
15 15 9
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Copyright © 2005 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-six percent of the companies surveyed have a formal relocation policy. Companies with 500-4,999 and 5,000 or more employees are more likely to have a formal relocation policy than are smaller companies (97% of large and 85% mid-size companies vs. 59% small companies).
Over 4 out of 5 (82%) of the large companies surveyed have a centralized relocation department, similar to 85% of mid-sized companies and 83% of the small companies. Most of the companies’ centralized relocation departments are responsible for managing domestic relocation programs (79%) and controlling household goods carrier selection (66%).
At 52% of the companies surveyed, the company is the sole selector of the household goods carrier for the employee’s move.
Thirty-two 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 (48% of small companies vs. 21% of mid-sized and 16% 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 52% 43% 57% 61% The Company & Employee Together 22 30 17 13 The Employee 10 18 4 3 A Relocation Firm 15 7 21 21 Other 2 2 2 3
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Copyright © 2005 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 23% 23% 25% 21%
Lack of Qualified People Locally 48 48 49 44
Economic Conditions 40 32 37 57
Growth of Competition (Domestic or International) 20 6
11 20 36
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Factors Impacting Transfers
Roughly eighty percent of respondents indicated at least one external factor had a significant impact on the number of employee transfers in 2004. Overall, the “lack of qualified people locally” (48%) was the top reason indicated, followed by last year’s top factor, “economic conditions” (40%).
The impact of “lack of qualified people locally” rose in importance from 37% last year overall. Additionally, significantly higher percentages of large (44%) and mid-size (49%) firms compared to 2003 (23% and 36%, respectively), agreed this had a significant impact on their relocation volume in 2004.
For large companies, competition also appeared to play a greater role in 2004 relocation. Over a third (36%) of large firms indicate one form of competition (domestic or international) had a significant impact on relocation volume last year, which is significantly above the twenty percent who indicated as such for 2003.
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Copyright © 2005 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
Internal Conditions Having Significant Impact
Internal Conditions Had No Impact 6% 7% 6% 4%
Growth of Company 55 56 58 52
Promotions/Resignations 40 35 42 45
Corporate Reorganization 28 21 28 43
Expansion into New Territories 21 13 28 27
Expansion of Facility 20 16 21 26
Budget Constraints 18 14 16 29
Increased Production 18 13 20 25
Acquisitions/Mergers 16 6 20 32
Closing of Facility 14 7 13 27
International Expansion 12 4 13 25
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Factors Impacting Transfers (cont.)
This year, over half of firms, regardless of company size, indicated “growth of the company” as the top internal factor relocation in 2004. While “promotions/resignations” and “ corporate reorganization” are still the second- and third-place internal factors, the percentage of firms indicating “budget constraints” dropped significantly, regardless of company size.
For mid-size and large companies, there was a significant increase over 2003 in the percentage citing “increased production” as a factor in relocation volume in 2004 (20% and 25% vs. 9%, respectively). There was also a significant increase in the percentage of large companies citing “international expansion,” “expansion of facility,” and “acquisitions/mergers” as impacting 2004 relocation volume compared to 2003 (25%, 26%, and 32% vs. 8%, 14%, and 23%, respectively).
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Copyright © 2005 Atlas World Group, Inc.1212 St. George Road, Evansville, IN 47711-2364800-252-8885 U.S. DOT No. 125550
Management SummaryPolicy Administration
Sixty-four percent of all companies outsourced relocation services in 2004. However, only thirty-nine percent of small companies outsourced, while 79% of mid-size companies and 87% of large companies outsourced relocation services.
The services that are outsourced by a third or more of companies responding are:- Real estate sales (46%)- Real estate purchase/marketing (42%)
- Contract of household goods moving company (38%)- Counseling about the planning/details of moving (34%)- Arrangement of family’s transportation/accommodations (31%)- Orientation tours at new location (31%)
Seventy-eight percent of decision makers say that the Internet was used for relocation-related matters in 2004. The top use was to communicate via e-mail with relocating employees (71%), followed by researching relocation-related matters (45%). Close to two-thirds of large companies also indicated they used the Internet to access their relocation company website for reporting, completing online forms for transferees, and other services.
Companies vary on the amount of time they allow employees to decide on whether to accept a relocation offer. Nineteen percent (19%) of the companies surveyed allow one week or less to accept or decline an offer, 44% of the companies surveyed allow up to two weeks, and 19% allow up to one month to decide.
The majority (81%) of companies surveyed allow the hiring of spouses of current employees. Smaller companies, and this year mid-size companies, are somewhat less likely to hire spouses (77% & 78% respectively); while 93% of large companies said they allow hiring of an employee’s spouse.
Employees are allowed on average 4.9 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 © 2005 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 or more of the companies surveyed indicate they will pay for the following moving services:
- 81% to pack all items- 68% to move an automobile- 58% to more exercise equipment
If an employee decides to rent, roughly fifty percent or more of companies responding cover the following:
- 60% offer home finding trips- 60% reimburse/pay for lease cancellation- 48% offer to move one or more automobiles
Total Total Methods of Reimbursement TRANSFEREES NEW HIRES
Full reimbursement of moving expenses 69% 56%
Lump sum payment 25 28
Partial reimbursement based on salary, position, tenure, etc. 22 35
No reimbursement of moving expenses 7 9
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Copyright © 2005 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 2004.
-Thirty-seven percent of companies surveyed indicated that the age range of their most frequently transferred employee was 36 to 40 years of age, and over seventy percent (72%) of the companies surveyed indicated some percentage of the employees they relocated were women.
- Nearly 9 out of 10 (87%) of companies indicated some percentage of their relocations involved a trailing spouse who was a wife or female partner, while 3 out of 5 (60%) of the companies indicated that some percentage of relocations had accompanying husbands/male partners.
Forty-one 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: 56% of large companies indicate they provide this assistance versus 32% of small companies.
Overall, the top method of spousal/partner assistance was finding employment outside the company (41%). However, large firms are more likely to pay a job-finders fee than small or mid-size firms, and mid-size and small firms are more likely to find a transferred employee’s spouse employment outside the company.
Company Size (Salaried Employees) Total Less than 500 500-4999 5000 or more
Spousal/Partner Employment Assistance
Find Employment Outside Company 41% 61% 41% 19%
Pay Job-Finder’s Fee 23 16 16 37
Find Employment Within Company 22 27 25 14
Pay Spouse’s Full or Partial Salary Until Hired 3 2 - 7
Other 43 27 45 58
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Copyright © 2005 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.)
Over one-fifth (21%) 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.
- 13% Provide a list of nursing homes and/or day-care centers- 7% Allow the transferee to use pre-tax dollars for outside care - 5% Move the elderly relative who will live with the transferee in the new location- 2% Move the elderly relative who does not live with the transferee
Only 12% of respondents believe that an employee’s willingness to relocate is never affected by his/her spouse’s employment status, while 45% indicate this is seldom the case. However, 44% 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 2001, 2002 and similar to the last two years (42% in 2003 vs. 42% in 2002, 17% in 2001 and 25% in 2000).
Never12%
Seldom47%
Frequently33%
Almost always11%
Q.31 – Frequency of Employee’s Relocation Being Affected by the Employee Status of His/Her Spouse
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Copyright © 2005 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 (56%) indicated they had employees decline the opportunity to relocate in 2004; however, only 38% of respondents from small companies indicated this was the case, while 67% of mid-size and 87% of large companies said they had employees decline relocation.
Around 9 out of 10 (87%) respondents said that the number of employees who declined relocation offers did not change between 2003 and 2004. Six percent said that the number of employees declining relocation offers in 2004 decreased and 8% said it increased.
Reasons employees gave for declining relocation in 2004 were:
- Family issues/ties (76%) - Spouse’s employment (49%)- Cost of living in new location (48%)- No desire to move (43%)- Personal (non-disclosed) (37%)- Housing/mortgage concerns (25%)- Could hurt career (3%)- Other (5%)
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Copyright © 2005 Atlas World Group, Inc.1212 St. George Road, Evansville, IN 47711-2364800-252-8885 U.S. DOT No. 125550
Management Summary
Transportation
Overall, 61% of companies have contracts with household goods carriers: 38% of small companies, 78% of mid-size companies, and 81% of large companies.
Of those companies surveyed who indicated they had standing contracts with household goods carriers, the average was 2.1 standing contracts with household goods carriers (similar to last year’s 2.2).
About two-thirds (66%) of companies surveyed with carriers under contract specify which carriers are preferred. In 2004, the percentages of companies indicating preferred carriers differed slightly by company size (76% of small versus 62% of mid-size companies and 61% of large companies).
The most important attributes when selecting a carrier indicated by companies surveyed were*:- Service (85%)
- Price (56%) - Reputation (56%)- Claims Processing (48%)- Local Agent(s) (44%)- Technology (29%)
The most important attributes when evaluating a carrier indicated by companies surveyed were*:- Service (86%)- On-time delivery (80%)
- Employee feedback (74%) - Price (62%)- Claims processing (52%)- Extra services (33%)
* 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 © 2005 Atlas World Group, Inc.1212 St. George Road, Evansville, IN 47711-2364800-252-8885 U.S. DOT No. 125550
Management Summary
International
Forty-six percent of companies surveyed relocate employees internationally: 30% of small companies, 47% of mid-size companies, and 74% of large companies.
Over one-fourth of these companies indicate they expect increases in international relocation volume in 2005. Small companies are more likely to expect decreases, mid-size and large firms are more likely to expect increases in international relocations. However, over half of companies, regardless of size, indicate they expect 2005 relocation volume to remain unchanged from 2004.
Responding firms indicate roughly one-fifth (19%) of 2004 relocations were temporary (less than 12 months). Overall 23% expect the number of temporary assignments to increase, but these expectations are driven mostly by large and mid-size companies’ expectations. The majority of all firms, regardless of company size, expect unchanged volume in temporary international assignments in 2005.
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Company Size (By Salaried Employees) 2005 Expectations: Number of Intl
Relocations Compared to 2004 Total Less than 500 500-4999 5000 or more
Increase 27% 15% 25% 39%
Stay About the Same 57
52 63 56
Decrease 16
33 13 5
Company Size (By Salaried Employees) 2005 Expectations: Number of Temp
Intl Relocations Compared to 2004 Total Less than 500 500-4999 5000 or more
Increase 23% 7% 19% 40%
Stay About the Same 71
78 77 60
Decrease 6
15 4 -
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Copyright © 2005 Atlas World Group, Inc.1212 St. George Road, Evansville, IN 47711-2364800-252-8885 U.S. DOT No. 125550
Management Summary
International (cont.)
Of the companies surveyed who move employees internationally, respondents indicated the following additional considerations are part of their international relocation policies:
- Additional tax considerations (61%)- Additional leave time (includes at least one visit to US or CAN) (52%) - Allowances for children to attend certain schools (50%)- Intercultural and language training (48%)- Increased allowances for permanent storage (48%) - Additional leave time (47%)- Higher rental housing allowance (32%) - Higher moving allowance (32%) - Extended per diem charges for hotel (21%)- More communication equipment (phones/laptops) (14%)- More leniency on insurance coverage (11%)- Other (6%).
The most important attributes when selecting a carrier for international shipments indicated by companies were*:
- Service (89%) - Scheduling (70%) - Reputation (62%) - Price (61%) - Third Party (48%) - Technology (39%)
* 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 © 2005 Atlas World Group, Inc.1212 St. George Road, Evansville, IN 47711-2364800-252-8885 U.S. DOT No. 125550
Management SummaryInternational (cont.)
Only 58 percent of companies who relocate employees internationally indicate they outsourced an international relocation service in 2004 (down significantly from 70% in 2003). Of those companies who outsource relocation services domestically, 70% indicate they do so internationally (down from 82% in 2003).
Differences in outsourcing domestically carried over to the international side by company size, as small companies (28%) are much less likely to outsource international relocation services than medium (67%) and large (76%) firms, and medium and large companies report outsourcing a greater variety of their international relocation services than small companies.
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 2004
42% 72% 33% 24%
Securing Rental Property at International Location 37 15 42 52
Destination Services/Orientation Tours at New Location 36 13 40 54
Contract of Household Goods Moving Company – Intl Shipping 34 20 40 43
Intercultural and Language Training 31 11 33 46
Monitoring of International Shipment 30 15 35 39
Arrangement of Family’s Intl Trans. & Temp. Accommodations 27 15 29 35
Management of International Relocation Program 26 11 40 28
Counseling – Planning & Details of Moving Internationally 25 9 32 33
International Real Estate Sales/Purchase 25 13 31 30
Counseling – Company Policy Concerning Intl Relocation 20 7 29 24
Candidate Assessment 4 2 6 4
Other 3 - 2 7
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Copyright © 2005 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 (54%) of companies do not use electronic data interchange (EDI) interface capabilities on international shipments.
Almost 3 out of 4 companies (76%) offer no assistance to internationally transferred employees’ spouses/partners in finding employment in the new location.
Overall, 47% of companies that move employees internationally reported no international relocations were declined or failed in 2004 (80% of small companies, 46% of mid-size companies, and 21% of large companies). However, 21% of companies responded they did not know why an international relocation was declined or failed in 2004, with mid-size to large companies (23% and 33%, respectively) reporting not knowing more often than small companies (4%).
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 47% 80% 46% 21%
Family Issues/Ties 25 13 25 33
Personal Reason (non-disclosed) 16 7 15 25
Lack of Adaptability by Spouse/Partner 12 4 15 16
Lack of Adaptability by Employee 9 4 8 12
Terrorism 8 4 8 11
Lack of Spousal/Partner Assistance 5 2 6 7
Pet Quarantine 3 - 6 4
Illness 3 - 2 7
Don’t Know 21 4 23 33
Other 3 - 2 7
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Copyright © 2005 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 (76%) work in Human Resources/Personnel departments. There were a variety of different positions held among those who completed this survey – from managers (25%), directors (30%), vice-presidents (16%), and relocation administrators (9%), as well as a myriad of other positions, including a few presidents, department heads, supervisors, coordinators, and others.
A majority of the respondents regularly read trade publications (94%). The most popular publications were*:
- HR Magazine (63%)- Human Resource Executive (57%)- Mobility (28%)- Employee Benefits News (24%).
Fifty-six 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 56%
Large companies 84
Mid-size companies 58
Small companies 39
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Corporate Profile
Financial10%
Govt / Military
2%Other
8%
Service44%
Mftg / Processing
36%
Total
Other10%
Financial15%
Service 38%
Mftg/ Proc.35%
Govt/ Military
2%
Financial14%
Other6%
Govt/ Military
3%
Mftg/Proc.39%
Service38%
Less than 500 Salaried Employees
500 – 4999 Salaried Employees
5000+ Salaried Employees
Q.1 – Business Classifications of Companies Participating
Other7%
Financial5%
Service 52%
Mftg/ Proc.36%
Govt/ Military
1%
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Corporate Profile
National29%
Regional 24%
International47%
Total
Regional38%
National28%
Intl34%
Regional18%
Intl48%
National34%
Regional5%
National25%
Intl70%
Less than 500 Salaried Employees
500 – 4999 Salaried Employees
5000+ Salaried Employees
Q.2 – Is your company…
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Corporate Profile
over $1 billion33%
$500 million - $1 billion
13%
$100-$499 million22%
$26-$99 million17%
Less than $25 million
15%
Total
Less than $25 million
4% $26-$99 million
6%
over $1 billion
34%
$500 million - $1
billion28%
$100-$499 million
27%
over $1 billion87%
$500 million - $1
billion5%
$100-$499 million
4%
Less than $25 million
4%
Less than 500 Salaried Employees
500 – 4999 Salaried Employees
5000+ Salaried Employees
Q.3 – Participating Companies Annual Sales for 2004
over $1 billion
5%
$500 million - $1
billion7%
Less than $25 million
29%$100-$499 million
26%$26-$99 million
32%
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Copyright © 2005 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
46%
31%23%
0%
20%
40%
60%
80%
Less than 500Salaried Employees
500 - 4999 SalariedEmployees
5000+ SalariedEmployees
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Copyright © 2005 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 2004
Company Size (Salaried Employees)
Total Less than
500 500-4999
5000 or more
Number of Employees Relocated in 2002
None 6% 11% 2% -%
1-9 42 74 24 1
10-19 8 7 12 4
20-49 12 5 29 4
50-99 8 2 15 13
100-199 9 - 13 21
200-399 6 - 1 23
400 or more 9 0
1 4 34
Don’t know - - 1 -
Median 10-19 1-9 20-49 200-399
By Company Size (Salaried Employees)
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Corporate Profile
Increase41%
Stay About the Same
47%
Decrease12%
Total
Stay About the
Same60%
Decrease8%
Increase32%
Increase47%
Decrease13%
Stay About the
Same40%
Increase51%
Stay About the
Same31%
Decrease18%
Less than 500 Salaried Employees
500 – 4999 Salaried Employees
5000+ Salaried Employees
Q.6 – Compared to 2003, did the number of employees you relocated in 2004…
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Copyright © 2005 Atlas World Group, Inc.1212 St. George Road, Evansville, IN 47711-2364800-252-8885 U.S. DOT No. 125550
Corporate Profile
Increase42%
Stay About the Same
48%
Decrease10%
Total
Stay About the
Same58%
Decrease9%
Increase34%
Increase51%
Decrease8%
Stay About the
Same41%
Increase48%
Stay About the
Same36%
Decrease16%
Less than 500 Salaried Employees
500 – 4999 Salaried Employees
5000+ Salaried Employees
Q.7 – Compared to 2003, did your 2004 relocation budget…
27
integrity | quality | solutions
Copyright © 2005 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
Same51%
Decrease21%
Increase28%
Increase31%
Decrease16%
Stay About the
Same53%
Increase47%
Stay About the
Same47%
Decrease6%
Less than 500 Salaried Employees
500 – 4999 Salaried Employees
5000+ Salaried Employees
Q.8 – Compared to 2004, do you anticipate that the number of employees your company will relocate during 2005 will…
28
integrity | quality | solutions
Copyright © 2005 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
55%
Decrease14%
Total
Stay About the
Same56%
Decrease15% Increase
28%
Increase27%
Decrease15%
Stay About the
Same58%
Increase44%
Stay About the
Same47%
Decrease9%
Less than 500 Salaried Employees
500 – 4999 Salaried Employees
5000+ Salaried Employees
Q.9 – Compared to 2004, do you anticipate that your relocation budget in 2005 will…
29
integrity | quality | solutions
Copyright © 2005 Atlas World Group, Inc.1212 St. George Road, Evansville, IN 47711-2364800-252-8885 U.S. DOT No. 125550
Corporate Profile
None2%
Don't know1%
50 or more31%
10-4922%
1-944%
Total
None2%
50 or more27%
10-4944%
1-926%
50 or more86%
10-4910%
1-91%Don't know
3%
Less than 500 Salaried Employees
500 – 4999 Salaried Employees
5000+ Salaried Employees
Q.9a – Number of Employees Relocated in 2004 Within the U.S.
Don't know1%
50 or more2%
None4%
10-4912%
1-981%
30
integrity | quality | solutions
Copyright © 2005 Atlas World Group, Inc.1212 St. George Road, Evansville, IN 47711-2364800-252-8885 U.S. DOT No. 125550
Corporate Profile
None72%
Don't know4%
50 or more1%
10-493%
1-921%
Total
10-492%
50 or more1%
Don't know2%
1-922%
None73%
50 or more3%
10-498%
1-943%
Don't know9%
None38%
Less than 500 Salaried Employees
500 – 4999 Salaried Employees
5000+ Salaried Employees
Q.9b – Number of Employees Relocated in 2004 Between the U.S. and Canada
Don't know1%
1-97%
None91%
31
integrity | quality | solutions
Copyright © 2005 Atlas World Group, Inc.1212 St. George Road, Evansville, IN 47711-2364800-252-8885 U.S. DOT No. 125550
Corporate Profile
10-492%
50 or more1%
Don't know4%
1-99%
None84%
Total
10-491%
50 or more2%
Don't know
2%1-96%
None89%
None57%
1-925%
10-495%
Don't know10%
50 or more3%
Less than 500 Salaried Employees
500 – 4999 Salaried Employees
5000+ Salaried Employees
Q.9c – Number of Employees Relocated in 2004 Between the U.S. and Mexico
1-93%
Don't know1%
None96%
32
integrity | quality | solutions
Copyright © 2005 Atlas World Group, Inc.1212 St. George Road, Evansville, IN 47711-2364800-252-8885 U.S. DOT No. 125550
Corporate Profile
50 or more6%
Don't know4%
10-498%
1-922% None
60%
Total
10-497%
50 or more3% Don't
know3%
1-928%
None59%
10-4921%
50 or more19%
Don't know9%
None23%
1-927%
Less than 500 Salaried Employees
500 – 4999 Salaried Employees
5000+ Salaried Employees
Q.9d – Number of Employees Relocated in 2004 Between the U.S. and Another Country
10-491%
50 or more1%
Don't know1%
1-914%
None83%
33
integrity | quality | solutions
Copyright © 2005 Atlas World Group, Inc.1212 St. George Road, Evansville, IN 47711-2364800-252-8885 U.S. DOT No. 125550
Corporate Profile
1-97%
10-493%
50 or more1%
Don't know13%
None76%
Total
10-493%
50 or more1%
1-96%
Don't know9%
None81%
50 or more3%
10-496%
Don't know38%
1-914%
None39%
Less than 500 Salaried Employees
500 – 4999 Salaried Employees
5000+ Salaried Employees
Q.9e – Number of Employees Relocated in 2004 Within a Single Foreign Country
10-491%1-9
4%
Don't know1%
None94%
34
integrity | quality | solutions
Copyright © 2005 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 more3%
Don't know11%
1-97%
None76%
Total
None78%
1-98%
Don't know8%
50 or more2%
10-494%
Don't know32%
50 or more9%
10-495%
1-916%
None38%
Less than 500 Salaried Employees
500 – 4999 Salaried Employees
5000+ Salaried Employees
Q.9f – Number of Employees Relocated in 2004 Between Two Foreign Countries
1-91%
50 or more1%
Don't know1%
None96%
35
integrity | quality | solutions
Copyright © 2005 Atlas World Group, Inc.1212 St. George Road, Evansville, IN 47711-2364800-252-8885 U.S. DOT No. 125550
Corporate Profile
76%
59%
85%97%
0%
20%
40%
60%
80%
100%
Total Less than500 SalariedEmployees
500 - 4999Salaried
Employees
5000+Salaried
Employees
Q.10 – Companies with a Formal Relocation Policy*
* % of companies answering “Yes”
36
By Company Size (Salaried Employees)
integrity | quality | solutions
Copyright © 2005 Atlas World Group, Inc.1212 St. George Road, Evansville, IN 47711-2364800-252-8885 U.S. DOT No. 125550
Corporate Profile
Other2%
Relocation Firm15%
Employee10%
Company & Employee
22%
Company52%
Total
Other2%
Company57%
Employee4%
Company &
Employee17%
Relocation Firm21%
Other3%
Relocation Firm21%
Employee3%
Company &
Employee13%
Company61%
Less than 500 Salaried Employees
500 – 4999 Salaried Employees
5000+ Salaried Employees
Q.11 – Who Selects The Carrier for Employee Moves
Company43%
Other2%
Relocation Firm
7%
Employee18%
Company &
Employee30%
.
37
integrity | quality | solutions
Copyright © 2005 Atlas World Group, Inc.1212 St. George Road, Evansville, IN 47711-2364800-252-8885 U.S. DOT No. 125550
Corporate Profile
84% 83% 85%82%
0%
20%
40%
60%
80%
100%
Total Less than500 SalariedEmployees
500 - 4999Salaried
Employees
5000+Salaried
Employees
Q.12 – Companies Who Administer Employee Relocations from a Centralized (Corporate) Department*
* % of companies answering “Yes”
38
By Company Size (Salaried Employees)
integrity | quality | solutions
Copyright © 2005 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”
20%
27%
29%
31%
37%
38%
66%
79%
0% 20% 40% 60% 80% 100%
Recommend Site and Space Selection for OfficeRelocations
Handle Office Relocations
Handle Air Travel Via Commercial Airlines
Control Air Carrier Selection
Control Freight Carrier Selection
Manage International Relocation Programs
Control Household Goods Carrier Selection
Manage Domestic Relocation Programs
39
integrity | quality | solutions
Copyright © 2005 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 79% 67% 84% 95%
Control Household Goods Carrier Selection 66 61 67 73
Manage International Relocation Programs 38 24 39 67
Control Freight Carrier Selection 37 43 33 30
Control Air Carrier Selection 31 37 26 24
Handle Air Travel Via Commercial Airlines 29 37 24 21
Handle Office Relocations 27 38 22 13
Recommend Site and Space Selection for Office Relocations
20 30 14 8
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)
40
integrity | quality | solutions
Copyright © 2005 Atlas World Group, Inc.1212 St. George Road, Evansville, IN 47711-2364800-252-8885 U.S. DOT No. 125550
7%
1%
2%
2%
2%
11%
15%
40%
48%23%
0% 20% 40% 60% 80% 100%
Other
Natural Disasters - International
Natural Disasters - Domestic
Terrorism
War in Iraq/Afghanistan
Growth of International Competition
Growth of Domestic Competition
Economic Conditions
Lack of Qualified People Locally
External Conditions Had No Impact
Factors Impacting TransfersQ.13 – External Factors Having the Most Significant Impact on the Number
of Employee Relocations in 2004
Total
41
integrity | quality | solutions
Copyright © 2005 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 23% 23% 25% 21%
Lack of Qualified People Locally 48 48 49 44
Economic Conditions 40 32 37 57
Growth of Domestic Competition 15 8 17 29
Growth of International Competition 11 5 10 23
War in Iraq/Afghanistan 2 1 2 6
Terrorism 2 1 2 3
Natural Disasters – Domestic (i.e. hurricanes, wildfires, floods, etc.) 2 1 2 3
Natural Disasters – International (i.e. earthquakes, tsunamis, etc.) 1 1 1 1
Other 7 5 10 8
By Company Size (Salaried Employees)
Q.13 – External Factors Having the Most Significant Impact on the Number of Employee Relocations in 2004
42
integrity | quality | solutions
Copyright © 2005 Atlas World Group, Inc.1212 St. George Road, Evansville, IN 47711-2364800-252-8885 U.S. DOT No. 125550
5%
1%
3%
12%14%
16%18%
18%
20%
21%
28%
40%
55%
6%
0% 20% 40% 60% 80% 100%
Other
Security Issues
Decreased Production
International Expansion
Closing of Facility
Acquisitions/Mergers
Increased Production
Budget Constraints
Expansion of Facility
Expansion into New Territories
Corporate Reorganization
Promotions/Resignations
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 2004
Total
43
integrity | quality | solutions
Copyright © 2005 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 6% 7% 6% 4%
Growth of Company 55 56 58 52
Promotions/Resignations 40 35 42 45
Corporate Reorganization 28 21 28 43
Expansion into New Territories 21 13 28 27
Expansion of Facility 20 16 21 26
Budget Constraints 18 14 16 29
Increased Production 18 13 20 25
Acquisitions/Mergers 16 6 20 32
Closing of Facility 14 7 13 27
International Expansion 12 4 13 25
Decreased Production 3 3 2 5
Security Issues 1 - 1 1
Other 5 5 5 5
By Company Size (Salaried Employees)
Q.14 – Internal Conditions Having the Most Significant Impact on the Number of Employee Relocations in 2004
44
integrity | quality | solutions
Copyright © 2005 Atlas World Group, Inc.1212 St. George Road, Evansville, IN 47711-2364800-252-8885 U.S. DOT No. 125550
Policy Administration
1 week or less19%
Up to 2 months or
longer8%
Up to 1 month
19%
Up to 3 weeks
10%
Up to 2 weeks
44%
Total
Up to 2 months
or longer9%
Up to 3 weeks
9%
Up to 1 month17%
1 week or less18%
Up to 2 weeks47%
Up to 2 months or
longer11%
Up to 1 month11%
Up to 3 weeks15%
Up to 2 weeks40%
1 week or less23%
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 longer6%
1 week or less18%
Up to 1 month24%
Up to 3 weeks
8%
Up to 2 weeks44%
* excludes those who “don’t know”
45
integrity | quality | solutions
Copyright © 2005 Atlas World Group, Inc.1212 St. George Road, Evansville, IN 47711-2364800-252-8885 U.S. DOT No. 125550
Policy Administration
81% 77% 78%
93%
0%
20%
40%
60%
80%
100%
Total Less than500 SalariedEmployees
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”
46
By Company Size (Salaried Employees)
integrity | quality | solutions
Copyright © 2005 Atlas World Group, Inc.1212 St. George Road, Evansville, IN 47711-2364800-252-8885 U.S. DOT No. 125550
Policy Administration
Outsourced63%
Not Outsourced
37%
46%42%
38%34%
31% 31%25% 24% 24% 22%
15%
4%
0%
20%
40%
60%
80%
Q. 17 – Respondents were given a list of possible outsourced relocation services in 2004 – the answers received indicate that…
TotalPercent Outsourced
TotalServices Outsourced
47
integrity | quality | solutions
Copyright © 2005 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 brokerage firm in 2004 37% 61% 21% 13%
Real Estate Sales 46 21 61 73
Real Estate Purchase/Marketing 42 21 53 68
Contract of Household Goods Moving Company 38 22 54 47
Counseling About the Planning & Details of Moving 34 14 47 55
Orientation Tours at New Location 31 14 39 56
Arrangement of Family’s Transportation & Accommodations 31 17 44 44
Monitoring of Shipment 25 9 34 44
Audit and/or Payment of Invoice 24 9 31 47
Counseling About Company Policy 24 6 30 49
Assistance with Employee Claims Preparation & Submission 22 8 29 39
Supplementary Services (appliances, cleaning, etc.) 15 7 18 29
Other 4 2 8 4
By Company Size (Salaried Employees)
Q. 17 – Services Outsourced to a Relocation Service or Brokerage Firm in 2004
48
integrity | quality | solutions
Copyright © 2005 Atlas World Group, Inc.1212 St. George Road, Evansville, IN 47711-2364800-252-8885 U.S. DOT No. 125550
Policy Administration
Used Internet
78%
Did not use22%
3%
31%
34%
45%
71%
0% 20% 40% 60% 80% 100%
Other
To complete online forms for transfereerelocation
To access relocation company website forreporting or other services
To research relocation-related matters
To communicate via e-mail with relocatingemployees
Q.18 – Respondents were given a list of possible relocation-related uses for the Internet in 2004 – the answers received indicate that…
TotalPercent Used
TotalInternet Uses
49
integrity | quality | solutions
Copyright © 2005 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 was Used
Did not use the Internet for relocation-related matters in 2004 22% 34% 19% 3%
To communicate via e-mail with relocating employees 71 60 76 87
To research relocation-related matters 45 35 46 65
To access relocation company website for reporting/other svcs 34 13 39 68
To complete online forms for transferee relocation 31 14 33 62
Other 3 1 4 4
Q.18 – How the Internet was Used for Relocation-Related Matters in 2004
50
integrity | quality | solutions
Copyright © 2005 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*
1.5 1.4 1.5 1.6
Total Less than500 SalariedEmployees
500 - 4999Salaried
Employees
5000+Salaried
Employees
Policy Administration
* excludes those who “don’t know”
51
By Company Size (Salaried Employees)
integrity | quality | solutions
Copyright © 2005 Atlas World Group, Inc.1212 St. George Road, Evansville, IN 47711-2364800-252-8885 U.S. DOT No. 125550
4.94.0
5.1
6.5
Total Less than500 SalariedEmployees
500 - 4999Salaried
Employees
5000+Salaried
Employees
Q.20 – Average number of expense paid DAYS EMPLOYEES are allowed for house-hunting trips*
Policy Administration
* excludes those who “don’t know”
52
By Company Size (Salaried Employees)
integrity | quality | solutions
Copyright © 2005 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
7%
22%
25%
69%
0% 20% 40% 60% 80% 100%
No Reimbursement
PartialReimbursement
Lump Sum Payment
Full Reimbursement
53
integrity | quality | solutions
Copyright © 2005 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 69% 55% 76% 87%
Lump Sum Payment 25 25 23 27
Partial Reimbursement Based on Salary, Position, Tenure, etc. 22 29 20 10
No Reimbursement of Moving Expenses 7 11 6 1
Q.21a – Extent Company Reimburses Moving Expenses of TRANSFEREES
54
integrity | quality | solutions
Copyright © 2005 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
4%
Total Paid by
employee then
reimbursed21%
Paid by employee
8%
Paid directly by company
71%
Paid by employee
then reimbursed
9%
Paid by employee
2%
Paid directly by company
89%
Paid by employee
then reimbursed
6%
Paid directly by company
94%
Less than 500 Salaried Employees
500 – 4999 Salaried Employees
5000+ Salaried Employees
Q.21b – How Carrier Transportation Expenses for TRANSFEREES are Paid
55
integrity | quality | solutions
Copyright © 2005 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
9%
35%
28%
56%
0% 20% 40% 60% 80% 100%
No Reimbursement
PartialReimbursement
Lump Sum Payment
Full Reimbursement
56
integrity | quality | solutions
Copyright © 2005 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 56% 44% 59% 76%
Lump Sum Payment 28 25 31 30
Partial Reimbursement Based on Salary, Position, Tenure, etc. 35 41 36 23
No Reimbursement of Moving Expenses 9 13 7 3
Q.22a – Extent Company Reimburses Moving Expenses of NEW HIRES
57
integrity | quality | solutions
Copyright © 2005 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
75%
Paid by employee
then reimbursed
19%
Paid by employee
6%
Total
Paid by employee
then reimbursed
28%
Paid by employee
11%
Paid directly by company
62%
Paid by employee
then reimbursed
16%
Paid by employee
3%
Paid directly by company
81%
Paid directly by company
92%
Paid by employee
then reimbursed
6%
Paid by employee
1%
Less than 500 Salaried Employees
500 – 4999 Salaried Employees
5000+ Salaried Employees
Q.22b – How Carrier Transportation Expenses for NEW HIRES are Paid
58
integrity | quality | solutions
Copyright © 2005 Atlas World Group, Inc.1212 St. George Road, Evansville, IN 47711-2364800-252-8885 U.S. DOT No. 125550
Relocation Costs
Total
6%
13%18%
18%
27%
30%
31%
41%
42%42%
43%
58%
68%
81%
11%
0% 20% 40% 60% 80% 100%
Hire Temporary Maid Service
Move a Boat
Have Belongings Picked Up from a Secondary Residence
Move Satellite TV Dishes
Move Pets
Have Permanent/Extended Storage
Move Collections of Highly Valuable Objects
Move a Second Automobile
Move Unlimited Weight
Move Recreation and Lawn Equipment
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)…
59
integrity | quality | solutions
Copyright © 2005 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 11% 22% 4% 1%
To Pack All Items 81 67 90 95 To Move an Automobile 68 51 75 93 To Move Exercise Equipment 58 51 61 69 To Carry Items Down from the Attic 43 39 43 53 To Move Recreation and Lawn Equipment 42 39 37 55 To Move Unlimited Weight 42 26 49 64 To Move a Second Automobile 41 26 43 68 To Move Collections of Highly Valuable Objects 31 20 31 52 To Have Permanent/Extended Storage of Some Possessions 30 28 29 34 To Move Pets 27 24 21 39 To Move Satellite TV Dishes 18 13 15 32 To Have Belongings Picked Up from a Secondary Residence 18 17 17 21 To Move a Boat 13 10 14 19 To Hire Temporary Maid Service 6 6 5 8
Q.23 – For a TRANSFEREE or NEW HIRE, does your company reimburse/pay…
60
integrity | quality | solutions
Copyright © 2005 Atlas World Group, Inc.1212 St. George Road, Evansville, IN 47711-2364800-252-8885 U.S. DOT No. 125550
Relocation Costs
24%
31%
34%
38%
41%
48%
60%
60%
13%
0% 20% 40% 60% 80% 100%
Reimburse/Pay Security Deposits
Reimburse/Pay for Hook-Up Fees
Apply Temporary LivingAllowance Toward 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
61
integrity | quality | solutions
Copyright © 2005 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 13% 26% 5% 1% Offer Homefinding Trips 60 42 71 83 Reimburse/Pay for Lease Cancellation 60 40 68 90 Offer to Move One or More Automobiles 48 22 57 85 Offer Storage 41 23 52 61 Reimburse/Pay Apartment Search or Finder’s Fees 38 20 41 68 Apply Temporary Living Allowance Toward Rent 34 42 31 20 Reimburse/Pay for Hook-Up Fees 31 30 26 40 Reimburse/Pay Security Deposits 24 28 20 21
Q.24 – When a TRANSFEREE or NEW HIRE will be renting (not buying), does your company…
62
integrity | quality | solutions
Copyright © 2005 Atlas World Group, Inc.1212 St. George Road, Evansville, IN 47711-2364800-252-8885 U.S. DOT No. 125550
Employee, Spousal & Assistance Issues
9%
18%
37%
30%
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”
63
integrity | quality | solutions
Copyright © 2005 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% -% 2%
25 – 29 years 5 8 3 -
30 – 35 years 30 28 39 24
36 – 40 years 37 34 39 44
41 – 45 years 18 17 13 28
More than 45 years 9 12 7 2
Employee, Spousal & Assistance IssuesQ.25 – Age Range of Most Frequently Transferred
Salaried Employee*
* excludes those who “don’t know”
64
integrity | quality | solutions
Copyright © 2005 Atlas World Group, Inc.1212 St. George Road, Evansville, IN 47711-2364800-252-8885 U.S. DOT No. 125550
Q.26 – In 2004, What Approximate Percentage of Your Company’s Transferred Employees Were Women?*
* excludes those who don’t know
Employee, Spousal & Assistance Issues
18% 16% 18%25%
0%
20%
40%
60%
80%
100%
Total Less than500 SalariedEmployees
500 - 4999Salaried
Employees
5000+Salaried
Employees
By Company Size (Salaried Employees)
Average Percent
65
integrity | quality | solutions
Copyright © 2005 Atlas World Group, Inc.1212 St. George Road, Evansville, IN 47711-2364800-252-8885 U.S. DOT No. 125550
Q.27 – In 2004, What Approximate Percentage of Relocations Involved a Trailing Spouse that was a Wife or Female Partner?*
Employee, Spousal & Assistance Issues
52% 49%
58%53%
0%
20%
40%
60%
80%
100%
Total Less than500 SalariedEmployees
500 - 4999Salaried
Employees
5000+Salaried
Employees
By Company Size (Salaried Employees)
Average Percent
* excludes those who don’t know
66
integrity | quality | solutions
Copyright © 2005 Atlas World Group, Inc.1212 St. George Road, Evansville, IN 47711-2364800-252-8885 U.S. DOT No. 125550
Q.28 – In 2004, What Approximate Percentage of Relocations Involved a Trailing Spouse was a Husband or Male Partner?*
* excludes those who don’t know
Employee, Spousal & Assistance Issues
11% 8%13% 15%
0%
20%
40%
60%
80%
100%
Total Less than500 SalariedEmployees
500 - 4999Salaried
Employees
5000+Salaried
Employees
By Company Size (Salaried Employees)
Average Percent
67
integrity | quality | solutions
Copyright © 2005 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*
41%32%
43%
56%
0%
20%
40%
60%
80%
100%
Total Less than500 SalariedEmployees
500 - 4999Salaried
Employees
5000+Salaried
Employees
Employee, Spousal & Assistance Issues
* % of companies answering “Yes”
68
By Company Size (Salaried Employees)
integrity | quality | solutions
Copyright © 2005 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 41% 61% 41% 19%
Pay Job-Finder’s Fee 23 16 16 37
Find Employment Within Company 22 27 25 14
Pay Spouse’s Full or Partial Salary Until Hired 3 2 - 7
Other 43 27 45 58
Employee, Spousal & Assistance Issues
By Company Size (Salaried Employees)
* those who answered “Yes” to Q29
69
integrity | quality | solutions
Copyright © 2005 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
23%31%
13%23%
0%
20%
40%
60%
80%
100%
Total Less than500 SalariedEmployees
500 - 4999Salaried
Employees
5000+Salaried
Employees
By Company Size (Salaried Employees)
Average Percent
70
integrity | quality | solutions
Copyright © 2005 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
21%
9%
27%
40%
0%
20%
40%
60%
80%
Total Less than500 SalariedEmployees
500 - 4999Salaried
Employees
5000+Salaried
Employees
Employee, Spousal & Assistance Issues
By Company Size (Salaried Employees)
71
integrity | quality | solutions
Copyright © 2005 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 79% 91% 73% 60%
Provide List of Nursing Homes and/or Day-Care Centers 13 3 17 26
Allow Transferee to Use Pre-Tax Dollars for Outside Care 7 1 9 17
Move an Elderly Relative That Does Not Live with a Transferee Presently, But Will Live with the Transferee in the New Location
5 1 3 17
Move an Elderly Relative That Does Not Live with a Transferee 2 1 1 8
Reimburse for Outside Care 2 1 2 3
Other 5 4 6 7
Employee, Spousal & Assistance Issues
By Company Size (Salaried Employees)
72
integrity | quality | solutions
Copyright © 2005 Atlas World Group, Inc.1212 St. George Road, Evansville, IN 47711-2364800-252-8885 U.S. DOT No. 125550
Never12%
Seldom45%
Frequently33%
Almost always11%
Total Never17%
Frequently32%Seldom
38%
Almost always14%
Never8%
Frequently28%
Seldom50%
Almost always14%
Never6%
Almost always
1%
Seldom51%
Frequently42%
Less than 500 Salaried Employees
500 – 4999 Salaried Employees
5000+ Salaried Employees
Q.31 – Frequency of Employee’s Relocation Being Affected by the Employment Status of His/Her Spouse
Employee, Spousal & Assistance Issues
73
integrity | quality | solutions
Copyright © 2005 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% 32%22%
34%
0%
20%
40%
60%
80%
100%
Total Less than500 SalariedEmployees
500 - 4999Salaried
Employees
5000+Salaried
Employees
Employee, Spousal & Assistance Issues
* % of companies answering “Yes”
By Company Size (Salaried Employees)
74
integrity | quality | solutions
Copyright © 2005 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 2004*
56%
38%
67%
87%
0%
20%
40%
60%
80%
100%
Total Less than500 SalariedEmployees
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)
75
integrity | quality | solutions
Copyright © 2005 Atlas World Group, Inc.1212 St. George Road, Evansville, IN 47711-2364800-252-8885 U.S. DOT No. 125550
Decrease from 2003
6%
Remain about the same as
200387%
Increase from 2003
8%
Total Increase
from 20039%
Decrease from 2003
7%
Remain about the same as
200384%
Decrease from 2003
7%
Increase from 2003
7%
Remain about the same as
200386%
Increase from 2003
5%
Decrease from 2003
3%
Remain about the same as
200392%
Less than 500 Salaried Employees
500 – 4999 Salaried Employees
5000+ Salaried Employees
Q.34 – Did the number of employees declining relocation in 2004…
Employee, Spousal & Assistance Issues
76
integrity | quality | solutions
Copyright © 2005 Atlas World Group, Inc.1212 St. George Road, Evansville, IN 47711-2364800-252-8885 U.S. DOT No. 125550
5%
3%
25%
37%
43%
48%
49%
76%
0% 20% 40% 60% 80% 100%
Other
Could Hurt Career
Housing/Mortgage Concerns
Personal Reasons (non-disclosed)
No Desire to Move
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
77
integrity | quality | solutions
Copyright © 2005 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 76% 70% 73% 88%
Spouse’s Employment 49 52 47 49
Cost of Living in New Location 48 32 57 56
No Desire to Move 43 38 47 44
Personal Reasons (non-disclosed) 37 20 49 44
Housing/Mortgage Concerns 25 16 37 22
Could Hurt Career 3 4 4 -
Other 5 6 6 2
By Company Size (Salaried Employees)
78
integrity | quality | solutions
Copyright © 2005 Atlas World Group, Inc.1212 St. George Road, Evansville, IN 47711-2364800-252-8885 U.S. DOT No. 125550
61%
38%
78% 81%
0%
20%
40%
60%
80%
100%
Total Less than500 SalariedEmployees
500 - 4999Salaried
Employees
5000+Salaried
Employees
Q.35 – Companies with Contractual Agreements with Carriers for the Transportation of Household Goods*
Transportation
* % of companies indicating contracts with one or more carriers
79
By Company Size (Salaried Employees)
integrity | quality | solutions
Copyright © 2005 Atlas World Group, Inc.1212 St. George Road, Evansville, IN 47711-2364800-252-8885 U.S. DOT No. 125550
Transportation
2.11.7
1.9
2.6
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
80
By Company Size (Salaried Employees)
integrity | quality | solutions
Copyright © 2005 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
66%
76%
62% 61%
0%
20%
40%
60%
80%
100%
Total Less than500 SalariedEmployees
500 - 4999Salaried
Employees
5000+Salaried
Employees
* % of companies answering “Yes” / of those indicating contracts with one or more carriers
81
By Company Size (Salaried Employees)
integrity | quality | solutions
Copyright © 2005 Atlas World Group, Inc.1212 St. George Road, Evansville, IN 47711-2364800-252-8885 U.S. DOT No. 125550
Transportation
29%
44%
48%
56%
56%
85%
0% 20% 40% 60% 80% 100%
Technology
Local Agent(s)
Claims Processing
Reputation
Price
Service
Total(Those who rated the attribute a “9" or "10" (critically important) on the 10-point scale.)
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”
82
integrity | quality | solutions
Copyright © 2005 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 85% 79% 90% 91%
Price 56 62 61 35
Reputation 56 56 62 46
Claims Processing 48 39 58 52
Local Agent(s) 44 44 50 37
Technology 29 26 34 26
*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" (critically important) on the 10-point scale.)
83
integrity | quality | solutions
Copyright © 2005 Atlas World Group, Inc.1212 St. George Road, Evansville, IN 47711-2364800-252-8885 U.S. DOT No. 125550
Transportation
33%
52%
62%
74%
80%
86%
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" (critically important) on the 10-point scale.)
84
integrity | quality | solutions
Copyright © 2005 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 86% 82% 88% 91%
On-time Delivery 80 81 84 73
Employee Feedback 74 70 77 76
Price 62 66 66 49
Claims Processing 52 49 52 58
Extra Services 33 29 37 36
*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“ (critically important) on the 10-point scale.)
85
integrity | quality | solutions
Copyright © 2005 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% 58% 63% 60% 44%
10% 27 21 23 43
20% 6 6 7 6
30% 1 1 1 3
40% 1 1 1 -
50% or more 7 8 7 4
By Company Size (Salaried Employees)
86
integrity | quality | solutions
Copyright © 2005 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% 26% 19% 11%
10% 40 36 51 36
20% 14 15 12 16
30% 9 9 5 14
40% 2 1 2 6
50% or more 14 13 12 17
By Company Size (Salaried Employees)
87
integrity | quality | solutions
Copyright © 2005 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% 34% 36% 39% 23%
10% 33 26 38 39
20% 9 12 2 13
30% 8 9 5 10
40% 3 1 5 3
50% or more 14 16 11 12
By Company Size (Salaried Employees)
88
integrity | quality | solutions
Copyright © 2005 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% 43% 47% 49% 27%
10% 30 28 28 36
20% 9 11 5 11
30% 8 6 6 14
40% 2 - 2 4
50% or more 8 8 10 7
By Company Size (Salaried Employees)
89
integrity | quality | solutions
Copyright © 2005 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% 37% 42% 42% 21%
10% 31 26 38 33
20% 10 15 1 13
30% 8 7 6 10
40% 4 - 5 9
50% or more 10 10 8 14
By Company Size (Salaried Employees)
90
integrity | quality | solutions
Copyright © 2005 Atlas World Group, Inc.1212 St. George Road, Evansville, IN 47711-2364800-252-8885 U.S. DOT No. 125550
Transportation
77%
10%
10%
14%
0% 20% 40% 60% 80% 100%
Electronic Transfer of Fundsto Your Carrier for Relocation
Costs
On-Line Registration Accesswith Your Carrier
On-Line Access with YourCarrier for Shipment
Records/History
None of the Above
Q.40 – Which of the following does your company use?
Total
91
integrity | quality | solutions
Copyright © 2005 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
Used By Company
Electronic Transfer of Funds to Your Carrier for Relocation Costs
14% 15% 8% 21%
On-line Registration Access with Your Carrier 10 11 7 13
On-line Access with Your Carrier for Shipment Records/History 10 10 9 12
None of the Above 77 76 84 68
Transportation
By Company Size (Salaried Employees)
92
integrity | quality | solutions
Copyright © 2005 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
46%
30%
47%
74%
0%
20%
40%
60%
80%
100%
Total Less than500 SalariedEmployees
500 - 4999Salaried
Employees
5000+Salaried
Employees
* % of companies answering “Yes”
93
By Company Size (Salaried Employees)
integrity | quality | solutions
Copyright © 2005 Atlas World Group, Inc.1212 St. George Road, Evansville, IN 47711-2364800-252-8885 U.S. DOT No. 125550
Decrease16%
Stay About the Same
57%
Increase27%
Total
Increase15%
Decrease33%
Stay About the Same
52%
Decrease13% Increase
25%
Stay About the Same
63%
Increase39%
Decrease5%
Stay About the Same
56%
Less than 500 Salaried Employees
500 – 4999 Salaried Employees
5000+ Salaried Employees
Q.41a – Compared to 2004, do you anticipate that the number of employees your company will relocate internationally during
2005 will…*
94
International
* those who answered “Yes” to Q41
integrity | quality | solutions
Copyright © 2005 Atlas World Group, Inc.1212 St. George Road, Evansville, IN 47711-2364800-252-8885 U.S. DOT No. 125550
International
6%
11%14%
21%
32%32%
47%48%
48%50%
52%
61%
21%
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 Moving Allowances
Higher Rental Housing Allowance
Additional Leave Time
Increased Allowance for Permanent Storage
Intercultural and Language Training
Allowances for Children to Attend Certain Schools
Additional Leave Time (Includes at Least 1 Visit Back to U.S./Canada)
Additional Tax Considerations
No difference between int'l/domestic policies
Q.41b – 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
95
integrity | quality | solutions
Copyright © 2005 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
21% 43% 19% 5%
Additional Tax Considerations 61 41 62 78 Additional Leave Time (Includes At Least 1 Visit Back to U.S./Canada)
52 39 50 65
Allowances for Children to Attend Certain Schools 50 28 56 61 Intercultural and Language Training 48 28 52 61 Increased Allowances for Permanent Storage 48 26 46 68 Additional Leave Time 47 33 42 63 Higher Rental Housing Allowance 32 15 33 46 Higher Moving Allowances 32 26 33 35 Extended Per Diem Charges for Hotel 21 11 21 28 More Communication Equipment (Phones/Laptops) 14 13 15 14
More Leniency on Whom Insurance Covers (i.e. Unmarried Partners, Parents, Day-Care Providers)
11 4 15 12
Other 6 4 4 9
Q.41b – Comparing your international relocation policy with your domestic relocation policy, does your company’s international relocation policy offer…*
* those who answered “Yes” to Q41
96
integrity | quality | solutions
Copyright © 2005 Atlas World Group, Inc.1212 St. George Road, Evansville, IN 47711-2364800-252-8885 U.S. DOT No. 125550
InternationalQ.41c – Respondents were given a list of possible outsourced international
relocation services in 2004 – the answers received indicate that…*
37% 36% 34%31% 30% 27% 26% 25% 25%
20%
4% 3%
0%
20%
40%
60%
80%
TotalPercent Outsourced
TotalServices Outsourced
Outsourced58%Not
Outsourced42%
* those who answered “Yes” to Q41
97
integrity | quality | solutions
Copyright © 2005 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 2004
42% 72% 33% 24%
Securing Rental Property at Intl Location 37 15 42 52
Destination Services/Orientation Tours at New Location 36 13 40 54
Contract of Household Goods Moving Company for Intl Shipping 34 20 40 43
Intercultural and Language Training 31 11 33 46
Monitoring of International Shipment 30 15 35 39
Arrangement of Family’s Intl Trans. & Temp. Accommodations 27 15 29 35
Management of International Relocation Program 26 11 40 28
Counseling About the Planning & Details of Moving Internationally 25 9 32 33
International Real Estate Sales/Purchase 25 13 31 30
Counseling About Company Policy Concerning Intl Relocation 20 7 29 24
Candidate Assessment 4 8
2 6 4
Other 3 - 2 7
By Company Size (Salaried Employees)
Q. 41c – International Services Outsourced to a Relocation Service or Brokerage Firm in 2004*
* those who answered “Yes” to Q41
98
integrity | quality | solutions
Copyright © 2005 Atlas World Group, Inc.1212 St. George Road, Evansville, IN 47711-2364800-252-8885 U.S. DOT No. 125550
Q.41d – In 2004, what approximate percentage of your international relocations were temporary assignments (less than
12 months)?*
International
19%24%
16% 17%
0%
20%
40%
60%
80%
100%
Total Less than500 SalariedEmployees
500 - 4999Salaried
Employees
5000+Salaried
Employees
* % of companies answering “Yes”/excludes those who don’t know
99
By Company Size (Salaried Employees)
Average Percent
integrity | quality | solutions
Copyright © 2005 Atlas World Group, Inc.1212 St. George Road, Evansville, IN 47711-2364800-252-8885 U.S. DOT No. 125550
Decrease6%
Stay About the Same
71%
Increase23%
Total Increase7%
Decrease15%
Stay About the Same
78%
Stay About the Same
60%
Increase40%
Less than 500 Salaried Employees
500 – 4999 Salaried Employees
5000+ Salaried Employees
Q.41e – Compared to 2004, do you expect the number of international temporary assignments (less than 12 months) to…*
100
International
Increase19%
Decrease4%
Stay About the Same
77%
* those who answered “Yes” to Q41
integrity | quality | solutions
Copyright © 2005 Atlas World Group, Inc.1212 St. George Road, Evansville, IN 47711-2364800-252-8885 U.S. DOT No. 125550
International
39%
48%
61%
62%
70%
89%
0% 20% 40% 60% 80% 100%
Technology
Third Party
Price
Reputation
Scheduling
Service
Total
Q.41f – 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" (critically important) on the 10-point scale.)
* those who answered “Yes” to Q41 / excludes those who “don’t know”
101
integrity | quality | solutions
Copyright © 2005 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 Intl Carrier (Top 3-Box)
Service 89% 75% 94 94%
Scheduling 70 68 73 70
Reputation 62 58 72 56
Price 61 55 69 58
Third Party 48 44 54 47
Technology 39 35 42 38
InternationalQ.41f – 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 answered “Yes” to Q41 / excludes those who “don’t know”
102
(Those who rated the attribute a “9" or "10" (critically important) on the 10-point scale.)
integrity | quality | solutions
Copyright © 2005 Atlas World Group, Inc.1212 St. George Road, Evansville, IN 47711-2364800-252-8885 U.S. DOT No. 125550
Seldom8%
Frequently26%
Always12%
Never54%
InternationalQ.41g – Does your 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.
103
integrity | quality | solutions
Copyright © 2005 Atlas World Group, Inc.1212 St. George Road, Evansville, IN 47711-2364800-252-8885 U.S. DOT No. 125550
Q.41h – Method of Employment Assistance for Internationally Relocated Employee’s Spouse or Partner*
International
2%
10%
12%
14%
76%
0% 20% 40% 60% 80% 100%
Pay Spouse's Full/PartialSalary Till Hired
Find Employment WithinCompany
Find Employment OutsideCompany
Pay Job-Finder's Fee
No Assistance
Total
* those who answered “Yes” to Q41
104
integrity | quality | solutions
Copyright © 2005 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 76% 76% 79% 72%
Pay Job-Finder’s Fee 14 11 13 17
Find Employment Outside Company 12 15 11 11
Find Employment Within Company 10 13 6 9
Pay Spouse’s Full/Partial Salary Until Hired 2 4 - 2
InternationalQ.41h – Method of Employment Assistance for Internationally Relocated
Employee’s Spouse or Partner*
By Company Size (Salaried Employees)
* those who answered “Yes” to Q41
105
integrity | quality | solutions
Copyright © 2005 Atlas World Group, Inc.1212 St. George Road, Evansville, IN 47711-2364800-252-8885 U.S. DOT No. 125550
3%
21%
3%
3%
5%
8%
9%
12%
16%
25%
47%
0% 20% 40% 60% 80% 100%
Other
Don't Know
Illness
Pet Quarantine
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.41i – In 2004, Reasons Cited for Employee Declining International Relocation or for an International Relocation to Fail*
Total
International
* those who answered “Yes” to Q41
106
integrity | quality | solutions
Copyright © 2005 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 Intl Relocation
No international relocations declined or failed 47% 80% 46% 21%
Family Issues/Ties 25 13 25 33
Personal Reason (non-disclosed) 16 7 15 25
Lack of Adaptability by the Spouse/Partner 12 4 15 16
Lack of Adaptability by Employee 9 4 8 12
Terrorism 8 4 8 11
Lack of Spousal/Partner Assistance 5 2 6 7
Pet Quarantine 3 - 6 4
Illness 3 - 2 7
Don’t Know 21 4 23 33
Other 3 - 2 7
InternationalQ.41i – In 2004, 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
107
integrity | quality | solutions
Copyright © 2005 Atlas World Group, Inc.1212 St. George Road, Evansville, IN 47711-2364800-252-8885 U.S. DOT No. 125550
Respondent Profile
Male41%
Female59%
Total
Female47%
Male53%
Male34%
Female66%
Male27%
Female73%
Less than 500 Salaried Employees
500 – 4999 Salaried Employees
5000+ Salaried Employees
Q.42 – Respondent Gender
108
integrity | quality | solutions
Copyright © 2005 Atlas World Group, Inc.1212 St. George Road, Evansville, IN 47711-2364800-252-8885 U.S. DOT No. 125550
Respondent Profile
Traffic/ Transportation
1%Compensation & Benefits
4%
Administration3%
Relocation Services
12%
Other4%
HR/Personnel76%
Total
Other6%
Traffic/ Trans.
1%
Admin.2%
Comp. & Benefits
6%
HR/ Personnel
80%
Relocation Services
5%Other4%
Comp. & Benefits
6%Admin.
1%
Relocation Services
44%
HR/ Personnel
44%
Less than 500 Salaried Employees
500 – 4999 Salaried Employees
5000+ Salaried Employees
Q.43 – Departmental Function
Other3%
Traffic/ Trans.
1%
HR/ Personnel
89%
Comp. & Benefits
2%Admin.4%
Relocation Services
1%
109
integrity | quality | solutions
Copyright © 2005 Atlas World Group, Inc.1212 St. George Road, Evansville, IN 47711-2364800-252-8885 U.S. DOT No. 125550
6%
3%
2%
3%
9%
1%
1%
25%
30%
0%
16%
4%
0% 10% 20% 30% 40% 50%
Other
HR Assistant
Recruiter
Coordinator
Relocation Administrator
Supervisor
Department Head
Manager
Director
Assistant Vice President
Vice President
President
Total
Respondent ProfileQ.44 – Respondent’s Position
110
integrity | quality | solutions
Copyright © 2005 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% 7% -% 3%
Vice President 16 25 15 3
Assistant Vice President - - 1 -
Director 30 40 22 21
Manager 25 13 24 51
Department Head 1 1 1 1 Supervisor 1 - 2 1 Relocation Administrator 9 1 16 16
Coordinator 3 2 7 1
Recruiter 2 1 3 -
HR Assistant 3 4 3 1 Other 6 6 8 3
By Company Size (Salaried Employees)
Respondent ProfileQ.44 – Respondent’s Position
111
integrity | quality | solutions
Copyright © 2005 Atlas World Group, Inc.1212 St. George Road, Evansville, IN 47711-2364800-252-8885 U.S. DOT No. 125550
6%5%
3%
5%7%
8%8%
12%14%
15%15%
16%
18%24%
28%
57%63%
0% 10% 20% 30% 40% 50% 60% 70% 80% 90% 100%
None
Other
HR Wire
Human Resource Outsourcing (HRO) Today
HR Innovator
Human Capital
National Relocation & Real Estate
HR Focus
Runzheimer Reports on Relocation
HR News
HR & Corporate Relocation
HR Solutions
Workforce
Employee Benefits News
Mobility
Human Resource Executive
HR Magazine
Total
Respondent ProfileQ.45 – Which Trade Publications Respondent’s Regularly Read
112
integrity | quality | solutions
Copyright © 2005 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% 75% 67% 35%
Human Resource Executive 57 81 44 25
Mobility 28 2 29 80
Employee Benefits News 24 38 19 5
Workforce 18 21 17 13
HR Solutions 16 20 17 8
HR & Corporate Relocation 15 9 18 24
HR News 15 19 15 6
Runzheimer Reports on Relocation 14 3 13 39
HR Focus 12 15 12 8
National Relocation & Real Estate 8 2 7 22
Human Capital 8 13 5 1
HR Innovator 7 9 7 3
Human Resource Outsourcing (HRO) Today 5 5 8 1
HR Wire 3 3 4 1
Other 5 6 5 3
None 6 4 11 5
By Company Size (Salaried Employees)
Respondent ProfileQ.45 – Which Trade Publications Respondent’s Regularly Read
113
integrity | quality | solutions
Copyright © 2005 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
2%
1%
4%
10%
23%
25%
28%
58%
19%
0% 20% 40% 60% 80%
None
shrm.org
hr.com
erc.org
workforce.com
hrhero.com
bound4.com
hrradio.com
Other
114
integrity | quality | solutions
Copyright © 2005 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 19% 18% 23% 17%
shrm.org 58 73 54 34
hr.com 28 36 27 14
erc.org 25 3 25 66
workforce.com 23 30 20 12
hrhero.com 10 16 8 3
bound4.com 4 1 1 12
hrradio.com 1 1 1 3
Other 2 2 1 3
Respondent ProfileQ.46 – Which Online/E-mail Trade Publications Regularly Read
115
integrity | quality | solutions
Copyright © 2005 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
4%
1%
2%
16%
30%
31%
44%
0% 20% 40% 60% 80%
None
SHRM
ERC - US
Regional or Local Relocation Council
CERC (Canada)
Industrial Traffic League
Other
116
integrity | quality | solutions
Copyright © 2005 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 44% 61% 42% 16%
SHRM 31 33 34 24
ERC – US 30 3 33 81
Regional or Local Relocation Council 16 3 15 42
CERC (Canada) 2 1 - 7
Industrial Traffic League 1 - 2 1
Other 4 4 4 5
Respondent ProfileQ.47 – Respondent Membership in Relocation-Related Associations
117
integrity | quality | solutions
Copyright © 2005 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
6%
16%
10%
1%
2%
12%
14%
18%
57%
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
118
integrity | quality | solutions
Copyright © 2005 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 – Conferences Attended
None 57% 76% 55% 23%
ERC National Relocation Conference 18 1 18 53
SHRM Conference & Exposition 14 13 16 14
ERC Global Workforce Symposium 12 1 6 40
Employee Management Association’s
Annual Conference & Exposition 2 2 3 1
HRO World 1 - 2 -
Regional SHRM Conference 10 10 6 13
Local ERC Conference 16 3 17 39
Other 6 3 5 10
Respondent ProfileQ.48 –What Relocation-Related Association Conferences Typically Attended
119
integrity | quality | solutions
Copyright © 2005 Atlas World Group, Inc.1212 St. George Road, Evansville, IN 47711-2364800-252-8885 U.S. DOT No. 125550
Contact Information
For further details and survey results from prior years…
Please visit our Web site: www.atlasworldgroup.com/survey
Or contact:
Katrina Starnes
Manager, Market Research toll-free: 800-638-9797Atlas World Group, Inc. e-mail: [email protected] St. George Rd.Evansville, IN 47711