Fidelity® Receives Group Five’s Highest Rating for Stock Plan Administrative Services for Third Year in a Row

Client Satisfaction Rating of 92 Percent is Highest Overall Rating for stock plan administration services in the 15-year History of the Annual Survey

BOSTON – Fidelity Investments® announced today that, for the third consecutive year, it has received the highest ratings for overall customer satisfaction with its stock plan administration services in an annual survey1 of corporate stock plan sponsors by Group Five, Inc., a corporate services research and consulting firm2 in Fairax, CA.

Recent studies3 have shown that an increasing number of companies are utilizing stock plans to enhance their overall benefits package and as a tool to attract and retain talent in a competitive hiring market. As a result, companies are increasing their expectations around the level of service provided by their administrator, including plan management, service, value and support for both employees and corporate benefit managers.

Fidelity’s focus on providing an exceptional level of service resulted in a 92 percent satisfaction rating, which is the highest level recorded in the 15-year history of Group Five’s survey for stock plan administration services and 17 points higher than the industry average. In addition, for the second year in a row Fidelity achieved the highest “likely to recommend” rating of 85 percent, which was 20 points higher than the industry average.

“Fidelity is extremely focused on understanding the needs of our global clients and recognizing the role their stock plan plays in the company’s overall business objectives,” said Kevin Barry, executive vice president of Fidelity’s Stock Plan Services business. “We are well positioned to deliver the support, technology and services to help to provide the best experience for our clients and their employees worldwide. We’re pleased that our efforts are recognized by Group Five, and we look forward to continuing to provide a best-in-class level of service for our clients.”

Fidelity has been the highest rated stock plan administrator for three consecutive years in the following categories: overall satisfaction with stock plan administration services; execution of plan participant transactions; overall satisfaction with services from account support staff; and telephone service to U.S. plan participants.

“Fidelity’s success in the stock plan industry is attributable to their high ratings in client satisfaction with most aspects of administration services,” said Kathy Huston, CEO of Group Five. “They lead the industry in service to plan sponsors, a fundamental component of overall client satisfaction and loyalty.”

Leveraging Technology to Meet the Evolving Needs of a Global Workforce
With more companies expanding globally and employee populations becoming increasingly mobile and geographically diverse, employers are relying on their stock plan administrators to provide a technology platform that addresses their plan objectives, and can support an international workforce. Fidelity ranked highly in this area, and was named one of the top-rated administrators for overall satisfaction with technology platform, as well as top ratings for telephone support for international employees, the ability to support tax withholdings and distribution regulations for international employees, and providing employees with access to a multi-language employee web site.

Fidelity is a leading provider of stock plan administration services. It services 260 employers nationwide, with participants spanning the globe, representing $160 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 $4.2 trillion, including managed assets of $1.8 trillion, as of August 31, 2013. 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

 1 The 2013 Group Five survey included 836 corporate stock plan sponsors with 2,497 stock plans such as stock options, restricted stock, stock purchase, performance shares and stock appreciation rights. The study was conducted from May 15 to July 12, 2013 and analyzed the stock plan administration services for 12 companies.
2 Group Five is an independent entity and is not affiliated with Fidelity Investments.
3 Study conducted by Richard Day Research/Market Probe of Chicago online between December 18 and 28, 2012. Respondents were decision makers regarding the administration of at least one of these plan types: restricted stock, stock option plans and employee stock purchase plans.

Stock plan recordkeeping and administrative services are provided by Fidelity Stock Plan Services, LLC.

Fidelity Brokerage Services LLC, Member NYSE, SIPC
900 Salem Street, Smithfield, RI 02917
Fidelity Investments Institutional Services Company, Inc.
500 Salem St., Smithfield, RI 02917


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