This plan needs work. The Balanced portfolio has everything in just three investment options, company stock ROP, the bond fund PTTRX and the rest in the stable value fund SVF.hpx in the scan. None of the rest of the investment options have a positive 5yr Sharpe ratio. The plan needs better equity funds and there are lots of them available, Morningstar would be a good place for the profit sharing committee to look. That said the Balanced portfolio investments are very good and company stock is 10.1% of the portfolio.
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