Benefits Administration Outsourcing (BAO) is one of the most mature markets in HRO. This report provides accurate, comprehensive, and fact-based snapshots of the 10 major BAO service providers. Each profile highlights service provider'€™s delivery capability, market strategy, key organizational developments, delivery footprint, and client portfolio along various dimensions such as geography, industry, and buyer-size mix. In addition, each profile provides the positioning of the service provider on Everest Group PEAK Matrix and an insightful analysis of its capabilities

1. Topic: Benefits Administration Outsourcing (BAO) –
Service Provider Profile Compendium 2013
Human Resources Outsourcing (HRO)
Market Report: March 2013 – Preview Deck
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 Other | Market intelligence, service provider capabilities, technologies
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3. Overview
The Benefits Administration Outsourcing (BAO) Service Provider Profile This compendium tracks 10 service providers
Compendium provides accurate, comprehensive, and fact-based snapshots
of the 10 major BAO service providers1, 2. Each profile highlights service
provider’s delivery capability, market strategy, key organizational
developments, delivery footprint, and client portfolio along various dimensions
such as geography, industry, and buyer-size. In addition, each profile
provides the positioning of the service provider on Everest Group PEAK
Matrix and an insightful analysis of its capabilities.
Each service provider profile provides the following BAO-specific details:
 BAO service capability and strategy – Includes company overview,
leadership, BAO-related technology investments, BAO service suite across
geographies, partnerships, key BAO-related developments, and spread of
BAO FTEs globally
 BAO client portfolio – Includes total number of clients and participants
managed, major clients, split of participants across benefits segments, and
client split by geography, industry, and buyer-size
 BAO delivery locations – Includes city level detail of key delivery
locations across the world
 Detailed assessment of BAO capabilities – Includes the position of the
service provider on Everest Group PEAK Matrix, market success and
delivery capability assessment, and overall remarks/insights on the
capabilities of the service provider
1 All the analyses are based on BAO deals signed as of July 2012
2 Refer to the Benefits Administration Outsourcing (BAO) – Service Provider Landscape and Capability Assessment Report (EGR-2013-3-R-0839) for a comprehensive
capability assessment of all the BAO service providers
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4. Table of contents
Topic Page no.
 Section I: BAO service provider landscape snapshot 4
– Definition of BAO 5
– BAO service provider landscape snapshot 6
 Section II: Service provider profiles 9
– ADP 10
– Aon Hewitt 14
– Businessolver 18
– Empyrean 22
– Fidelity 26
– ING 30
– Mercer 34
– Secova 38
– Towers Watson 42
– Xerox 46
 Appendix 50
– PEAK Matrix evaluation methodology 51
– Glossary of key terms 52
– HRO research calendar 2013 54
– Additional HRO research recommendations 56
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5. ABC (page 1 of 4)
BAO service capability and strategy
Company profile: ABC provides human resources outsourcing and consulting Offshore Nearshore Onshore
services. It offers a range of outsourcing services across H&W and retirement (India + China + (Eastern Europe + (U.S. + Canada +
benefits Southeast Asia) Latin America) Western Europe)
XX XX XX
Headquarter: XX, United States
Total BAO delivery FTEs = XX
Leadership: XX, CEO
Recent BAO-related developments/announcements
Website: www.XX.com  XX
 XX
BAO-related technology and investments
Partnership
Solutions/investments Offered Name of solution and details
 BAO service provider – XX
Technology platform (for XX  HRO service provider – XX
H&W and pensions)   Technology vendors – XX
Health Insurance XX
Exchange (HIX)  Functional capabilities within key BAO areas
Online benefits portal  XX Coverage – self Through partners Not offered
Decision support tools  XX Defined Defined Health &
Regions benefits contributions welfare
Analytical tools for XX
buyers  North America   
Mobile / smart phone XX Europe  
applications 
South America
Multi-country BAO XX
platform  Asia Pacific  
Source: Everest Group (2013)
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6. ABC (page 2 of 4)
BAO client portfolio
BAO experience
 Total number of current BAO clients: XX
 Total number of participants managed: XX
Major BAO clients
XX
XX
XX
Frequency of inclusion of Spread of participants across BAO BAO split of clients by industry BAO buyer-size mix
geographies in BAO deals segments
100% = XX clients 100% = XX participants 100% = XX clients 100% = XX clients
Financial
services Large market (>15,000
Asia Pacific xx% Media employees)
DC xx% Others
xx% xx%
xx%
EMEA xx% Retail
xx%
xx% H&W xx% xx%
xx% Energy
North America xx% xx%
Healthcare
xx%
DB xx% xx%
South
xx% Hi-tech &
America Manufacturing
telecom Mid-market (3,000-15,000
employees)
Source: Everest Group (2013)
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7. ABC (page 3 of 4)
Key BAO delivery locations
Glasgow
Solihull
Manchester Belvedere
Croydon
Lincolnshire Toronto Chichester Stuttgart
China
Gurgaon
Mumbai
Bangalore Chennai
Source: Everest Group (2013)
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8. ABC (page 4 of 4)
Everest Group assessment
ABC is a Leader on Everest Group PEAK Matrix for BAO Delivery capability assessment High Low
Assessment
High
Leaders dimension Rating Remarks
ABC
Major Contenders Scale XX
Market success
Scope XX
Technology XX
capability
Delivery XX
Emerging Players footprint
Low
Low BAO delivery capability High Overall
Overall remarks Overall market success
XX
Overall BAO market share
Percentage
 XX
 XX 12% 12%
Active BAO…
Managed participant equivalents
Source: Everest Group (2013)
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9. HRO research calendar 2013 (page 1 of 2)
Published Current
Topic Release date
Multi-Country Payroll Outsourcing (MCPO) – No Longer a Pipe Dream October-2012
Multi-Country Payroll Outsourcing (MCPO) – Service Provider Landscape and Capability Assessment November-2012
Benefits Administration Outsourcing (BAO) Annual Report 2012 – The Horse is Ready to Bolt December-2012
Multi-Country Payroll Outsourcing (MCPO) – Service Provider Profile Compendium December-2012
Benefits Administration Outsourcing (BAO) Service Provider Landscape February-2013
Benefits Administration Outsourcing (BAO) – Service Provider Profile Compendium 2013 March-2013
Human Resources Outsourcing (HRO) – Annual Report 2013 Q2-2013
Human Resources Outsourcing (HRO) – Service Provider Landscape with PEAK Matrix Assessment 2013 Q2-2013
Human Resources Outsourcing (HRO) – Service Provider Profile Compendium 2013 Q2-2013
Role of Analytics in HRO Q3-2013
The Rise of Procurement and HR Collaboration – Effectively Managing HR-spend Q3-2013
Talent Management Outsourcing – Will we Attain Nirvana? Q3-2013
Learning Services Outsourcing (LSO) – Annual Report 2013 Q3-2013
Growth of Horizontal BPO in LATAM Q3-2013
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10. HRO research calendar 2013 (page 2 of 2)
Published Current
Topic Release date
Learning Services Outsourcing (LSO) – Service Provider Landscape 2013 Q4-2013
Learning Services Outsourcing (LSO) – Service Provider Profile Compendium 2013 Q4-2013
Benefits Administration Outsourcing (BAO) – Annual Report 2013 Q4-2013
Evaluation of BPaaS Solutions for FAO/PO/HRO Q4-2013
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11. Additional HRO research recommendations
The following documents are recommended for additional insight into the topic covered in this report. The recommended documents provide
either additional details on the topic or complementary content that may be of interest:
1. Benefits Administration Outsourcing (BAO) Service Provider Landscape and Capability Assessment (EGR-2013-3-R-0839); 2013. This report
examines the dynamics of the global BAO service provider landscape and its impact on the BAO market. It gives an overview of the market and
analyzes how the service providers differentiate themselves. Based on the comprehensive Everest Group PEAK Matrix, each of the 10 BAO service
providers are segmented into Leaders, Major Contenders, and Emerging Players. Additionally, it provides key insights on the individual PEAK
dimensions and implications for buyers and service providers
2. Benefits Administration Outsourcing (BAO) Annual Report 2012 – The Horse is Ready to Bolt (EGR-2012-3-R-0810); 2012. This research
provides comprehensive coverage of the BAO market and analyzes it across various dimensions such as market overview, regional trends in North
America & Europe, buyer adoption and solution trends, and service provider landscape. It also provides predictions for the 2013 BAO market
3. Multi-Country Payroll Outsourcing (MCPO) – No Longer a Pipe Dream (EGR-2012-3-R-0755a); 2012. This report provides a comprehensive
coverage of the MCPO market and analyzes it across various dimensions such as market overview, key business drivers, buyer adoption
trends, solution characteristics, and service provider landscape
4. Is BPaaS the Model for You? (ERI-2012-10-R-0667); 2012. This research aims to compare Total Cost of Ownership (TCO) of Business-Process-as-
a-Service (BPaaS) solutions with the traditional BPO using a comprehensive financial model and creates a comprehensive framework to evaluate
BPaaS sourcing
For more information on this and other researches published by Everest Group,
please contact us:
Rajesh Ranjan, Vice President: rajesh.ranjan@everestgrp.com
Arkadev Basak, Senior Analyst: arkadev.basak@everestgrp.com
Shruti Agrawal, Senior Analyst: shruti.agrawal@everestgrp.com
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