About Group Five

Group Five is the industry leader for corporate client, shareholder and plan participant satisfaction research and consulting in the stock plan and shareholder services industries. We support clients with our in-depth knowledge and expertise, formed by over 25 years of unbiased satisfaction research and consulting services.

Group Five’s services include process quality and service measurements, customer satisfaction and loyalty studies, and service provider evaluation, selection, and contracting. The annual industry studies we conduct include industry benchmarks for transfer agent, proxy solicitor, stock plan administration, 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 information. In all the research work we do we adhere to the strict code of conduct established by CASRO, Council of American Survey Research Organizations. View CASRO standards here.

Industry Expertise

Our researchers and consultants are acknowledged experts and serve as trusted advocates, helping plan sponsors make confident, data-driven decisions for more successful business-to-business partner relationships. Group Five works exclusively in the shareholder services and stock plan administration industries and we work with all of the industries’ leading companies. As a result, we have developed a solid understanding of the characteristics of the services involved, we understand the trends in the industries, and we also know the strengths and weaknesses of the various service providers.

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.