Monday, August 30, 2010

Questar 401k (EIP) Plan PSDS Scan 12-31-2009



Another energy company plan helped by company stock STR. The Balanced portfolio invested 5.7% of the plan in the stock and the employee portfolio had 58.5% of that portfolio in the stock. Compared to last year the plan has improved incrementally and the 3D scan shows the performance improvement. As usual I think 58.5% in company stock is way to much for a retiree but with the stock up 20.5% YTD that will not be very popular.

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