Trustmark 401k Plan PSDS Scan 12-31-2009

This is a small plan that was not helped by company stock TRMK. It does have lots of funds including several good fixed income investments that dominate the Balanced portfolio and produce a 5yr APR = 5.21% with a Sharpe ratio of 1.06. The employee portfolio has 26.5% of the portfolio invested in company stock which reduced their 5yr APR to less than 1%. That is too much company stock in my opinion and I would consider 10% an aggressive upper bound.