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Fidelity® Receives Highest Ratings for Stock Plan Administration Services in Annual Plan Sponsor Survey by Research Firm Group Five, Inc.
Plan Sponsors Rank Fidelity Highest in Service, Technology and Recordkeeping AccuracyBOSTON -- Fidelity Investments® announced today that, for the second consecutive year, it has received the highest ratings for overall customer satisfaction with its stock plan administration services in an annual survey of corporate stock plan sponsors by Group Five, Inc., a corporate services research and consulting firm in Princeton, N.J.
The 2012 Group Five survey included 822 corporate stock plan sponsors with 2,416 stock plans such as stock options, restricted stock, stock purchase, performance shares and stock appreciation rights. For the second consecutive year, Fidelity received the highest ratings of the survey in numerous categories. They include:
“Fidelity is delighted to be recognized by the industry and our valued clients for our commitment to providing the best customer service experience available,” said Kevin Barry, executive vice president of Fidelity’s Stock Plan Services business. “We will continue to invest in the technologies to provide the best experience for our plan sponsors and their participants.”
“In Group Five’s 14th annual study of plan sponsor satisfaction with plan administration services, which is the largest study of plan sponsors’ opinions ever conducted in the industry, service to plan participants remains a key factor in plan sponsor satisfaction and loyalty. Once again Fidelity has achieved the highest ratings in key areas of concern to plan sponsors, making them an industry leader in stock plan administration services,” said Kathy Huston, managing partner of Group Five.
Fidelity is a leading provider of administration services in the United States for more than 1.5 million participants. It services 250 employers nationwide, representing $125 billion in grant value.
About Fidelity Investments
Fidelity Investments is one of the world’s largest providers of financial services, with assets under administration of $3.7 trillion, including managed assets of $1.6 trillion, as of August 31, 2012. Founded in 1946, the firm is a leading provider of investment management, retirement planning, portfolio guidance, brokerage, benefits outsourcing and many other financial products and services to more than 20 million individuals and institutions, as well as through 5,000 financial intermediary firms. For more information about Fidelity Investments, visit www.fidelity.com.
1) Survey was conducted online between May 15, 2012 and July 9, 2012. Ten corporate administrators were included in the study.