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 Accuracy

BOSTON--(BUSINESS WIRE)-- 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 survey1 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:

  • Overall satisfaction with its service to plan participants in the United States
  • Execution of US plan participant transactions
  • Ability of account support staff to keep customers informed of regulatory changes and industry trends
  • Telephone service to US plan participants

The firm was also awarded the highest rating for its recordkeeping accuracy and overall customer satisfaction with its technology platform. In the survey, Fidelity had the highest percentage of clients who are completed satisfied.

“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

Group Five, Inc. is an independent entity and is not affiliated with Fidelity Investments.

Fidelity does not provide legal or tax advice and the information provided is general in nature and should not be considered legal or tax advice. Consult with an attorney or tax professional regarding your specific legal or tax situation.

Guidance provided by Fidelity is educational in nature, is not individualized and is not intended to serve as the primary or sole basis for your investment or tax-planning decisions.

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


©2012 FMR LLC. All rights reserved.

1 Survey was conducted online between May 15, 2012 and July 9, 2012. Ten corporate administrators were included in the study.

Fidelity Investments
Michael Shamrell, 617-563-1996
Fidelity Public Relations
Corporate Communications

Source: Fidelity Investments