Marsh & McLennan 401k (SIP) Plan PSDS Scan 12-31-2010

The Masrsh & McLennan 401k was last scanned in 2008. Since then the Balanced portfolio has improved to a 5yr APR of 5.41% with a Sharpe ratio of 2.01 and it is still a lifeboat portfolio. It has over 70% invested in the GIC and the bond fund PTTRX. The employee portfolio includes money in company stock MMC and a large GIC. According to the SEC 11-k report those two options amounted to 0.5% of a large Master Trust that holds money for several retirement plans. I included those two investment options in the scan this year. The employee portfolio's largest holding is collectively the LifePath Target Date funds represented by STLAX and STLCX in the scan. That is a trend I see more often in 401k plans now. All in all a good Plan but not a very good company stock the last 5 years.