Case Study

Specialty Search Firm

51 Full-Time Employees in NYC

Uncovered $18,828 in “undisclosed charges”

+

Saved $179,651 on benefit cost

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Increased the administrative fee by $16,558

+

Added higher touch client service

=

$181,921

Annual Savings

$3,567

Average Savings Per Employee

Background

Current PEO was delivering poor service, and predictable year over year increases. Current Insurance broker was citing “significant claims” while putting little effort into finding better solutions.

Mission

  • Enhance client experience with vendors that provided an increased level of attention to the CEO and his team.
  • Provide alternatives to save both the client and also their employees from paying a significant increase in 2025.

Evaluation

  • Handpicked benefit agency & HCM partner best suited for client specific needs
  • Engaged compatible PEO’s that best align with the CEO’s vision
  • Conducted comprehensive audit of all proposals
  • Ensure fair and balanced financial comparison
  • Negotiated from a position of strength

"I am extremely grateful for Fred's efforts throughout this process. His attention to detail, professionalism, and determination led us to an excellent PEO solution. Fred took the time to understand our needs and provided a wide range of options for evaluation. The results exceeded our expectations, and the entire process was handled with transparency, care, and precision."