This plan gained a bit in 2009 and the year over year comparisons show an increase in Sharpe ratio which is a measure of risk adjusted performance. It is the largest Roth 401k I have seen and I enjoy working on the plan details, all 43 pages of them in the SEC 11-k report. JP Morgan Chase is the trustee and Mellon Capital Management provides the trust funds that account for most of the over 5% holdings. As last year the Registered Investment Company funds are only 33M of the 2.5B dollar plan. They are among the largest holdings in this small catagory which has over 500 mutual funds that take 11 pages to document in the 11-k report.
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