For the 11^th consecutive year, Equity Methods earned the highest loyalty and overall client satisfaction ratings in the financial reporting services industry, according to Group Five’s 2025 Equity Compensation Administration Benchmarking Study.

The study, compiled by Group Five,  reflects survey responses from plan sponsors at US public companies.

Equity Methods achieved a 100% client satisfaction score for the 10^th straight year. We also garnered a Net Promoter Score (NPS) of 93 for the year, which is not only the highest among our peers, but nearly double the industry average NPS of 50.

In addition to statistical findings, Group Five gathered testimonials from respondents that illustrate why Equity Methods continues to outpace other providers year after year.

“Equity Methods is amazing to work with and always meets all of our reporting needs.”

“Their customer service and tailoring to [our] unique needs is fantastic. They are a wonderful partner.”

“Equity Methods always provides superior service to us. Their knowledge and expertise [are] paramount to our company.”

“The team is extremely responsive and knowledgeable, easy to work with, and willing to go the extra mile.”

“We’ve partnered with Equity Methods for financial reporting and stock administration solutions specific to foreign securities, and their expertise has been nothing short of outstanding. They go the extra mile to ensure compliance and precision, simplifying what could be highly complicated processes.”

—Feedback from Equity Methods clients in this year’s Group Five Stock Plan Financial Reporting Benchmarking Study

“The Equity Methods team is honored to receive the highest client satisfaction and loyalty ratings again for the 12th year in a row,” says Takis Makridis, President and CEO of Equity Methods. “From the 10-K and proxy to statutory reporting and recharge, clients’ end-to-end reporting needs continue to grow in scope and complexity. Now more than ever, we’re enabling better coordination and collaboration across Accounting, HR, Stock Administration, and Legal, leveraging our infrastructure and technical expertise to drive better outcomes for our clients and create new ways to enable their success.”

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. In its latest benchmarking study, which is now in its 26th year, stock plan sponsors representing 359 US companies shared feedback about their plan administrators, plan brokers, technology platforms, and financial reporting services.

Read Group Five’s press release here.

Group Five Survey Results

We’re honored to once again be recognized as the top-rated provider in the Group Five equity compensation financial reporting survey.

Group Five surveys practitioners responsible for equity compensation financial reporting. These are the professionals who experience the consequences of process breakdowns, missed deadlines, and unclear ownership. The message in this year’s results was consistent with what we see across our client base: the success factors are technical mastery, reliability in delivery, laser-fast responsiveness to questions, and being easy to work with.

Group Five uses the Net Promoter Score (NPS) to measure client loyalty. Our NPS is 93, and the industry average is 56.

Equity Methods Overall Satisfaction and NPS vs. Industry Average

A Detailed Breakdown of the 2025 Results

Every year, we gather as a firm to read the survey report together. We read every comment, because this reminds us of our “why” for all the hard work and investment that goes into doing what we do. This is also why we spend so much time traveling to see clients, as it humanizes relationships and brings empathy to how our work product is used.

Summarized here are just a few of the comments shared:

• “Equity Methods is very knowledgeable, so they’re able to answer any of our questions promptly. They provide excellent services and are accommodating to our various requests.”

• “They never miss a deadline, are extremely communicative, and we’re very confident in their reports.”

• “Great customer service, great technical expertise. [We have a] highly convoluted ESPP program and [the] Equity Methods team is always able to explain the technical nuances to our auditors in plain English.”

• “Equity Methods is very knowledgeable in the equity field. They’re very responsive to emails and always willing to help. They’ve kept us up to speed on any new laws or regulations and what we need to do as a company to comply.”

• “Their team demonstrates a deep understanding of the complexities involved in cross-border equity compensation and consistently provides accurate, reliable, and timely support. They go the extra mile to ensure compliance and precision, simplifying what could otherwise be highly complicated processes.”

• “Their customer service and tailoring to [our] unique needs is fantastic. We’ve also had a very consistent team that has built on the history of our relationship and equity programs over the years. They’re a wonderful partner!”

To all of our clients, thank you for trusting and giving us the opportunity to serve you. It means everything.

Prior year results:

Equity Methods Earns Top Ratings in Leading Benchmarking Study of Financial Reporting Service Providers

For the Ninth Straight Year, Equity Methods Leads Financial Reporting Service Providers in Client Satisfaction and Loyalty