Friday, September 10, 2010

BorgWarner 401k (RSP) Plan PSDS Scan 12-31-2009



A lot has changed since the October 2008 scan of ths plan. The scan now has a stable value fund and markets have fallen around the world especially in Detroit. The Balanced portfolio is now a lifeboat portfolio and has a 5yr APR = 4.96 instead of 8.76%. The employee portfolio has 14.0% invested in company stock BWA and a portfolio 5yr return of only 3.61%. On a positive note company stock had a great 2009 and is up 31.4% YTD in 2010. Things are looking a bit better.

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