
Measuring equity
compensation plan satisfaction
The cornerstone of our work is satisfaction research. Whether the research involves
equity plan administrators or plan participants we have developed effective measurement
tools and a highly reliable process to provide you with objective, accurate information
to support your decision-making. Without objective satisfaction measurements
it is difficult, if not impossible, to effectively evaluate and monitor actual
service to your company or its employees. We can show you how your service provider
compares to the industry and trends over time. With this information, you will
be immediately equipped to effectively manage this most vital service.
Group 5 provides the information you
need to manage your service provider by understanding when and
where plan participants are dissatisfied (statistical measurements)
and why. You will have both statistical and qualitative information
on service quality to make informed decisions. Access to this
information allows you to fulfill your fiduciary responsibility
with the highest level of confidence. We help you do your job
better.
Evaluating,
selecting and contracting for equity compensation plan administration
services
Our research and experience uniquely qualifies us to assist issuers with evaluating,
selecting, and contracting for plan administration services with an outsourced
administrator. As the acknowledged experts in the industry we assist our clients
in fulfilling their fiduciary responsibilities by selecting and contracting
with the most effective and efficient vendors for plan administration services
and other corporate services. We are committed to providing high-quality personalized
service with integrity, reliability and results. Our consulting services will
assist you to:
- Develop - a customized RFP to accurately
represent your needs
- Evaluate – vendors who are right
for your company
- Present – evaluation analysis and
selection rationale for delivery to your management team
- Negotiate – on your behalf with
honesty and purpose
- Secure – a fair and balanced contract
- Manage – to
ensure full compliance and service delivery
We will guide you through the vendor evaluation, selection,
contracting and management processes. On your behalf we will:
- Apply our 16 years of national and international
experience
- Interface with clients and service providers
at all levels – fostering partnerships
- Identify specific results to be achieved
- Accommodate your unique requirements
- Conduct due diligence and management to
guarantee maximum support
Equity Compensation
Plan Administration Satisfaction Research
Since 1998, Group Five has been conducting independent research to measure plan
sponsors' satisfaction with the service they receive from the stock plan administrators.
We undertook this effort to focus attention on plan sponsor and participant services
with the ultimate objective of improving service across the industry. The list
below contains some of the research we have available. Please contact us for
additional information.
2009 Equity
Compensation Plan Administration Study - research results
of 2009 benchmark study. For a downloadable copy of this report,
please click here.
2008
Equity Compensation Plan Administration Study - research
results of 2008 benchmark study
2007
Summary Report of Corporate Client Satisfaction with Stock
Option Plan Services - research results of 2007 benchmark
study |