Wednesday, February 1, 2012

Compass Minerals Intl. 401k (SP) Plan PSDS Scan 12-31-2011



Compass Minerals Intl. 401k still has an above average 5yr APR of 6.76% in spite of company stock CMP having a bad year in 2011; it was down minus 20.9%. Even so CMP has a 5yr APR of 19.7% with a positive Sharpe ratio of 0.65. It is the only equity investment option in the Balanced portfolio. That is not good. The employee portfolio has lots of money in Target Date Retirement funds that are still trying to recover from 2008. FFFAX is a retirement income fund not a Target Date fund. In that same recovery mode are the S&P500 and FUSEX that have both been disappointments the last 5 years. This 401k Plan was the top rated plan the last two years with only one equity option CMP in the Balanced portfolio. Interesting.

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