Schwab Stock Plan Services Earns Highest Net Promoter Score Client Loyalty Rating in Group Five Benchmarking Study
20 Settembre 2022 - 3:00PM
Business Wire
Schwab Stock Plan Services has earned the highest Net Promoter
Score loyalty rating in the 2022 Equity Compensation Administration
Benchmarking Study from independent research firm Group Five.
Schwab also earned the second-highest ratings in the industry for
overall satisfaction and value.
Schwab was the highest-rated provider in these administration
service categories:
- Net Promoter Score – Loyalty – likely to recommend
- Ease-of-use of administration platform
- Satisfaction with fees charged to participants
“Earning such high ratings from our clients really drives home
the impact of our ‘Through Clients’ Eyes’ strategy,” said Amy
Reback, Head of Schwab Stock Plan Services. “Clients tell us their
equity comp programs are more important than ever as they work to
attract and retain talent. Knowing we are helping them successfully
meet that challenge, and helping their employees make the most of
their equity compensation, is extremely gratifying.”
Schwab also earned the highest ratings in these corporate image
categories:
- Industry leader
- Flexible
- Empathy (Genuinely cares about my company’s and participants’
best interests)
“These top corporate image ratings show that Schwab’s values are
on display for our clients and are part of their experience. They
are building blocks of trust and the foundation of successful
client relationships,” Reback said.
About the Group Five 2022 Equity Compensation Administration
Benchmarking Study
Now in its 24th year, Group Five’s annual Equity Compensation
Administration Benchmarking Study includes responses from 586 U.S.
public companies who outsource their equity plan administration for
either recordkeeping, plan participant experience, or both. The
study is the only independent forum for plan sponsors to
confidentially make their opinions and priorities known to service
providers.
About Charles Schwab
At Charles Schwab we believe in the power of investing to help
individuals create a better tomorrow. We have a history of
challenging the status quo in our industry, innovating in ways that
benefit investors and the advisors and employers who serve them,
and championing our clients’ goals with passion and integrity.
More information is available at www.aboutschwab.com. Follow us
on Twitter, Facebook, YouTube and LinkedIn.
Disclosures:
Brokerage Products: Not FDIC‐Insured • No Bank Guarantee •
May Lose Value
Schwab Stock Plan Services provides equity compensation plan
services and other financial services to corporations and employees
through Charles Schwab & Co., Inc. (“Schwab”). Schwab, a
registered broker-dealer, offers brokerage and custody services to
its customers. Follow Schwab Stock Plan Services on LinkedIn for
additional information.
Through its operating subsidiaries, The Charles Schwab
Corporation (NYSE: SCHW) provides a full range of securities
brokerage, banking, money management and financial advisory
services to individual investors and independent investment
advisors. Its broker-dealer subsidiary, Charles Schwab & Co.,
Inc. (member SIPC, www.sipc.org), and affiliates offer a complete
range of investment services and products including an extensive
selection of mutual funds; financial planning and investment
advice; retirement plan and equity compensation plan services;
compliance and trade monitoring solutions; referrals to independent
fee-based investment advisors; and custodial, operational and
trading support for independent, fee-based investment advisors
through Schwab Advisor Services. Its banking subsidiary, Charles
Schwab Bank (member FDIC and an Equal Housing Lender), provides
banking and lending services and products. More information is
available at www.schwab.com and www.aboutschwab.com.
0922-2TA2
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version on businesswire.com: https://www.businesswire.com/news/home/20220920005054/en/
Mike Peterson Charles Schwab 330-908-4334
mike.peterson@schwab.com
Carly Taylor The Neibart Group 973-618-6993
schwabrps@neibartgroup.com
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