Company stock ZEP does not yet have 5yr Market data and is not in the scan. The Balanced portfolio has continued to improve perfomance year-over-year and this year all but one of the investment options in the scan are in the Balanced portfolio. The employee portfolio assets over 5% of the plan are shown in the 3D scan image and they are very different from the Balanced portfolio. The top 3 holdings of the Balanced portfolio are PTTRX 32.5%, SWVXX 17.8% and WFBTX 11.9%. None of these are in the employee portfolio assets > 5% of plan and that is not prudent investing in my opinion.
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