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Private Equity Case Study – Dinsmore Steele
Case Study

Private Equity Firm
17 Employees
Connecticut HQ

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Challenge
Administrative fees were bundled at $325 per employee per month, limiting cost transparency
Dissatisfaction with current carrier
Concerns around technology capabilities and service response times
Lack of visibility into actual spend and fee structure
Inability to process bonuses due to percentage-based administrative billing
Solutions
We partnered directly with leadership to rebuild their benefits structure in a way that actually made sense—for their team and their bottom line.

Benchmarked their existing PEO against stronger, more competitive options
Unbundled administrative fees, reducing costs from $325 to $125 per employee
Transitioned them to a high-touch PEO designed specifically for fintech companies
Implemented technology that aligned with their operational needs
Enhanced overall benefits to better support employee retention and satisfaction
Brought full cost transparency to the forefront, eliminating hidden fees and unclear billing
Bottom-line

Administration Fees
Their admin fees were inflated and bundled with taxes and Workers’ Comp, making it nearly impossible to understand true costs. We separated everything out and reduced unnecessary spend—saving $85K in admin fees and $47K in insurance.

Insurance Savings
We transitioned them to Aetna, giving them stronger plan options and better overall coverage. The result: $47K in savings, plus upgraded Disability and Life benefits.

Overall Impact
We fixed the technology gaps, brought full transparency to their cost structure, and delivered $133K in annual savings. Beyond that, we helped their broader portfolio companies save over $2M through improved PEO strategy.

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Numbers
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$85,149.32
Admin Savings
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$47,913.10
Total Insurance Savings
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$133,062.42
Total Savings
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