Wednesday, December 9, 2009

Marsh & McLennan 401k (SIP) PSDS Scan 12/31/2008

















The Master Trust for this plan owns a lot of company stock MMC. The stock has lost money each of the last 5 years and has lost 8% YTD. I did not include MMC in the scan. The Balanced portfolio invested 82.7% of the plan in the GIC represented by the index GIC.ekx in the scan. The largest employee directed investment was in DODGX and their portfolio in the scan had a small positive return APR = 1.73%. The Qualified Default Option for the plan changed 3 times in 2008 and as of 11/21/2008 became the Barclay Global Investors LifePath Portfolios.

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