News & Events

Equity Methods is so easy to work with. They are responsive and always able to meet our needs.

In our fast-paced environment, they are always adaptable and readily available with knowledgeable feedback.

Expert knowledge for share-based compensation expense both under US GAAP and IFRS, great project management during implementation and quarterly close, communicating all needs and dependencies clearly, quick response time with a positive attitude.

They work with all areas of our business and regularly ask how they can improve what they provide and tell us about best practices that they see across their clients.

Their systems are very customizable to account for all various customizations that happen with equity vehicles so that the accounting, auditing, and reporting are correct and don’t require further manipulation.

I have met some extremely qualified team of professionals that are not easy to find in the world of equity compensation, especially for issuers like us that trade on foreign exchanges.

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

Equity Methods has topped ratings for loyalty and overall satisfaction in Group Five’s annual Stock Plan Administration Benchmarking Study for the ninth consecutive year. The study asks corporate plan sponsors to evaluate financial reporting services related to equity compensation plans.

Each year, Group Five surveys plan sponsors about their vendor experience. Results break down along two dimensions: satisfaction and loyalty.

For 2022, Equity Methods earned a 100% favorable rating in clients’ overall satisfaction and a Net Promoter Score (NPS) of 97, the highest ratings in the study. The second highest NPS for this year is 62, and the average across the industry is 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 24th 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 2022 study includes responses from 380 US public companies.

“We’re honored to be recognized with the top satisfaction and loyalty scores in the industry again this year,” said Takis Makridis, president and CEO of Equity Methods. “Our clients face unrelenting regulatory, market, and workforce change. We take pride in offering them an integrated approach that brings creativity, flexibility, and automation to their most critical equity compensation initiatives and processes. This year marks our tenth anniversary as an independent company, making this acknowledgement from clients especially meaningful.”


Group Five’s press release:

Group Five Releases 2022 Results for Equity Compensation Financial Reporting Services

Last year’s study results:

Equity Methods Marks Eighth Consecutive Year of Earning Highest Satisfaction and Loyalty Ratings Among Financial Reporting Service Providers

2021 Group Five Stock-Based Compensation Financial Reporting Benchmarking Results Plus Our Take on What’s Ahead in 2022