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News Posted on: 10/05/2026

For the 13th consecutive year, Equity Methods earned the highest client loyalty and overall satisfaction ratings among equity compensation financial reporting service providers, according to Group Five’s 2026 Equity Compensation Financial Reporting Benchmarking Study.
Our Net Promoter® Score (NPS®) was 97, and 100 percent of responding clients rated their overall satisfaction as favorable.
The study is in its 27th year. This year’s results draw on responses from plan sponsors at 452 U.S. public companies. Group Five describes the study as an independent forum where plan sponsors share their opinions and priorities with service providers on a confidential basis.
Jeff Sunday, CEO of Group Five, said the results show what drives the client experience: responsive, knowledgeable, professional service backed by solid infrastructure and technical expertise. He described Equity Methods as a trusted advisor to its clients.
“The ratings reflect the value our clients place on an integrated approach across Accounting, HR, Stock Administration, and Legal,” says Takis Makridis, President and CEO of Equity Methods. Whether the work involves custom forecasting, 10-K, proxy, deferred tax, or statutory reporting, he says our team is “privileged to support incredible clients.”
Group Five was founded in 1990. It is a corporate services research firm that specializes in business-to-business loyalty and satisfaction research for equity compensation plan administration and shareholder services.
Read Group Five’s press release here.
Thank you to every client who took the time to respond. We value your trust.
Net Promoter®, NPS®, NPS Prism®, and the NPS-related emoticons are registered trademarks of Bain & Company, Inc., NICE Systems, Inc., and Fred Reichheld. Net Promoter ScoreSM and Net Promoter SystemSM are service marks of Bain & Company, Inc., NICE Systems, Inc., and Fred Reichheld.
For the fifth consecutive year, Equity Methods leads the industry in client loyalty and overall satisfaction with financial reporting services.
We walk through the results of Group Five’s 2019 survey, then pivot to some current themes that are relevant to the stock-based compensation process.
See Equity Methods’ results from the 2020 survey of plan sponsors and get our take on the issues that are top of mind for stock-based compensation.
See Equity Methods’ results from the 2021 survey of plan sponsors and get our take on the issues that are top of mind for stock-based compensation.
See Equity Methods’ results from the 2022 survey of plan sponsors and get our take on the issues that are top of mind for stock-based compensation.
For the second straight year, Equity Methods is rated first among financial reporting service providers for client loyalty and overall satisfaction.
See Equity Methods’ results from the 2024 survey of plan sponsors and get our take on the issues that are top of mind for stock-based compensation.
Group Five released its annual survey of corporate stock plan sponsors earlier this month, triggering a wave of excitement at our office in Scottsdale, Arizona. For the third year in…
Group Five’s stock plan administration benchmarking report for 2017 is complete. And for the fourth year in a row, Equity Methods tops the list in client satisfaction.
