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."