Case Study

Underperforming PEO for a Healthcare Marketing Agency

25 full time employees | Operating in 5 States

Uncovered $32,600 in “undisclosed fees”

+

Saved $33,000 on healthcare

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Reduced administrative fees by $22,800

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Added white glove service with Kustom HR

=

$88,400

Total Savings

$3,500

Average Savings Per Employee

Background

The client’s current PEO was underperforming with high increases, poor service, and poor invoice transparency.

Mission

Elevate client satisfaction with Kustom HR dedicated team
Analyze current agreements
Identify opportunities to reduce budget and improve workflow

HR X-Ray

Discovery Meeting
Customize client scope of work
Data collection

Evaluation

Handpicked benefit agency / HCM partner to best match client
Engaged compatible PEO’s suited to maximize impact
Conduct audit comparing all proposals
Ensure fair financial comparison
Disclose vendor specific nuances

"Fred and his team saved us countless hours of investigating PEO options when we knew it was time to make a change. Not only did they save us time, but they also saved us significant dollars as well. Their knowledge, professionalism and responsiveness made our changeover nearly seamless."

- Chief Financial Officer