Wednesday, January 6, 2010

Ethan Allen 401k (RSP) Plan PSDS Scan 12/31/2008




This plan was not helped by company stock ETH which had a negative 5yr APR = -15.4%. The so called Balanced portfolio invested 84.6% of the plan in the GIC represented by the index GIC.ekx in the scan. The employee portfolio had 6.3% of their money invested in company stock and that portfolio had a small negative 5yr APR.

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