Petaluma, Calif. – – September 29, 2026 -- Equity Methods secured the highest client loyalty and satisfaction ratings in the equity compensation financial reporting industry for the 13th consecutive year, posting a Net Promoter Score of 97 and 100 percent favorable overall satisfaction, according to Group 5's 2026 Equity Compensation Financial Reporting Benchmarking Study.
Group 5 surveyed 452 U.S. public companies for its 27th annual industry benchmark
The study, now in its 27th year, remains the only independent forum allowing corporate plan sponsors to confidentially rate their equity compensation service providers. This year's edition drew responses from 452 U.S. public companies evaluating providers on accounting, HR, stock administration, and legal reporting functions.
Group 5 CEO cites integrated technical expertise as the differentiator
Jeff Sunday, CEO of Group 5, said the results confirm that responsive service backed by strong infrastructure and technical expertise define the client experience, adding that Equity Methods builds true partnerships and operates as a trusted advisor to its client base.
Equity Methods leadership credits its cross-functional service model
Takis Makridis, President and CEO of Equity Methods, attributed the 13-year streak to the firm's integrated approach spanning custom forecasting, 10-K filings, proxy statements, deferred tax calculations, and statutory reporting work for corporate clients.