1. How important a role do you feel you play in the HSA product / custodian selection for your customers?

1 = Very Important, 5 = Play No Role at All

1 2 3 4 5

2. Do you think having an integrated HSA with a health insurer will increase HDHP persistency?

1 = Strongly Agree, 5 = Strongly Disagree

1 2 3 4 5

3. What is the biggest factor in which bank's HSA is purchased by your customer(s)?

Location
Low Fees
Interest Rates
Investment Options
Ease of Funding
Account Security

4. If you have had customers chose to not purchase the HSA that was offered by the health plan's partner bank, what was the most important reason for this decision?

Location
Low Fees
Interest Rates
Investment Options
Ease of Funding
Account Security
Other - Explain

5. As a broker, what is the most important reason for you to recommend any particular HSA bank to your HDHP customers?

Low Fees
Interest Rates
Customer Service
Ease of Funding
Compensation
Other - Explain

6. What are the most important features of a HSA?

Location
Low Fees
Interest Rates
Investment Options
Ease of Funding
Other - Explain

7. How many HSA administrators do you offer to your customers?

8. What advantages does the First Horizon HSA provide your employers?

Location
Low Fees
Interest Rates
Investment Options
Ease of Funding
Other - Explain

9. Have you ever recommended a change of HSA administrator? If so, Why?

Yes
No