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Equity Methods Earns Top Ratings in Leading Benchmarking Study of Financial Reporting Service Providers
News October 1, 2024 Posted on: 10/01/2024
Equity Methods received an overall client satisfaction rating of 100% in Group Five’s 2024 benchmark of equity compensation financial reporting service providers.
Group Five’s analysis of service providers is based on feedback from plan sponsors at US public companies. The study measures client satisfaction with specific service areas as well as individual elements of service within each area.
According to Group Five, the Financial Reporting Benchmarking Study aims to “offer service providers a means of assessing the market to enable them to continuously deliver improved products and services.”
For the ninth consecutive year, Equity Methods earned an overall client satisfaction rating of 100%. The firm’s Net Promoter Score (NPS) is 95, the highest in the equity compensation financial reporting industry for the 11th consecutive year and significantly higher than the industry average of 50.
Group Five is the industry leader for corporate client satisfaction research and consulting in the shareholder services, equity plan administration, and 401(k) recordkeeping industries. Now in its 25th year, the Group Five benchmarking study is designed to measure stock plan sponsors’ satisfaction with their plan administrators, plan brokers, technology platforms, and financial reporting services. The study also identifies service providers’ strengths and areas for improvement from the plan sponsor perspective, and identifies the key drivers of plan sponsor loyalty to service providers. The 2024 study includes responses from 386 US public companies.
“Group Five’s survey is the gold standard for benchmarking accounting and reporting services for stock-based compensation,” said Takis Makridis, president and CEO of Equity Methods. “Being awarded the top rating for client satisfaction and loyalty year after year for over a decade is an incredible honor for our team. Our clients have some of the most innovative plans in the world and have novel custom reporting and analytics needs. We’re extremely grateful for their continued trust and partnership.”
Group Five’s press release:
Results from the previous study:
