Group Five

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About Group Five

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. We support clients with our in-depth knowledge and expertise, formed by over 30 years of independent satisfaction research and consulting services.

What We Do

Group Five’s services include process quality and service measurements, customer satisfaction and loyalty studies, and service provider evaluation, selection, and contracting. We conduct annual industry benchmarking studies for transfer agent, proxy solicitation, stock plan administration, 401(k) recordkeeping, and financial reporting services. Group Five can also conduct customer satisfaction studies that assist clients in measuring the quality of services provided by outside vendors.


Group Five provides objective evaluations of customer satisfaction, loyalty, and service quality, and combines them with industry-wide data to provide a context for interpreting and acting on research findings. In all of the research work we do, we adhere to the strict code of conduct established by The Insights Association, of which Group Five is a member. View their standards here.

industry expertise

Our researchers and consultants are acknowledged experts and serve as trusted advocates to help plan sponsors and service providers make confident, data-driven decisions that lead to more successful business-to-business relationships. Group Five works extensively in the shareholder services, stock plan administration, and 401(k) recordkeeping industries, and we work with all of the industries’ leading companies. As a result, we are well-positioned to advise our clients on the characteristics of the services involved, the latest trends in the industry, and each service provider's key differentiators.


Group Five Supports
Military Families

Group Five supports Operation Homefront through an annual donation that we make on behalf of respondents to our independent survey research. Operation Homefront strengthens and stabilizes military families with critical support during difficult financial times.

"We are very grateful for the commitment and support of Group Five and its customers. Their generous donation will help deliver support to military families across the country and enable them to thrive, not simply struggle to get by, in the communities they have worked so hard to protect."

Jay Sternberg
Vice President of Marketing
Operation Homefront