Group Five Reports 2022 Financial Reporting Services Results on Equity Compensation

Equity Methods has the highest retention rate for the tenth consecutive year and a favorable overall satisfaction rate of 100%.

Among stock plan administration providers, UBS received the highest overall loyalty and satisfaction rating for the third year in a row.

NOVATO, Calif., September 15, 2022 /PRNewswire/ — In Group Five’s Financial Reporting Benchmarking Study, Corporate Plan Sponsors Rate Their Loyalty and Satisfaction with Third-Party Service Providers That Offer Plan-Related Financial Reporting Services stock-based compensation. In this year’s study, industry-wide loyalty dropped three points from last year’s study to a Net Promoter Score (NPS)* of 50, while overall satisfaction decreased by one point to 87% favorable.** The drops in loyalty and overall satisfaction are statistically insignificant and reflect consistent levels of customer satisfaction with both platform functionality and reporting.

“Among customers of financial information service providers, loyalty and satisfaction are primarily driven by platform functionality, reporting accuracy and the expertise of support staff,” said Kathy HustonPresident of Group Five.

Equity Methods, an independent valuation, financial reporting and human resources consulting firm, achieved the tenth consecutive year with the highest ratings in the study with an NPS of 97 and an overall satisfaction rating of 100% favorable.

“We are honored to be recognized again this year with the highest satisfaction and loyalty scores in the industry,” said Takis Makridis, President and CEO of Equity Methods. “Our clients face relentless regulatory, market and workforce change. We pride ourselves on offering them an integrated approach that brings creativity, flexibility and automation to their equity compensation initiatives and processes. This year marks our tenth anniversary as an independent business, which makes this recognition from customers especially meaningful.”

Among full-service share plan administration service providers that provide financial reporting services to plan sponsors as part of their service offering, UBS has the highest retention rate with an NPS of 62 and the highest overall satisfaction rate at 94% favorable.

“UBS is honored to again be ranked #1 in overall financial reporting satisfaction for the third consecutive year among share plan administration providers,” said Michael Barry, Head of UBS Workplace Wealth Solutions. “With increased regulatory and shareholder scrutiny over equity awards, we know that rigor around execution and service excellence is imperative. We are very grateful to our clients for recognizing our commitment to workplace and team knowledge and hyper focus on customer support in this as well as other critical areas such as financial wellness for all employees, international and executive services. are strongly committed to workplace affairs and helping companies and their employees.

Now in its 24e year, this year’s annual survey includes responses from 380 US public companies that use an outsourced financial information services provider. The Group Five study is the only independent forum for plan sponsors to confidentially express their opinions and priorities to service providers. To download a free summary of results by service provider, please visit the Group Five website.

Founded in 1990, Group Five Inc. is a business services research firm. Group Five, an industry leader in B2B loyalty and satisfaction research, is best known for its research on stock plan administration and shareholder services.

*NPS®, Net Promoter® and Net Promoter Score® are registered trademarks of Fred Reichheld, Satmetrix and Bain & Company. Net promoter scores range from -100 to +100 depending on the difference between the percentage of promoter and detractor scores.

**A favorable rating is defined as a rating of 4 or 5 on a satisfaction scale of 1 to 5.

No advertising or other promotional use may be made of the information contained in this release without the prior express written consent of Group Five.

Company Contact:
Kathy Huston415.785.7983
[email protected]

SOURCE Group Five


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