Overview

Plan Rating

BrightScope Rating
74
Lowest Rating in Peer Group
Average Rating in Peer Group
Highest Rating in Peer Group
0102030405060708090100
Lowest in Peer Group (30)
Average in Peer Group (74)
Highest in Peer Group (92)

Plan Description

A.O. Smith Retirement Security Plan is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 74. This plan is in the top 15% of plans for Participation Rate and Total Plan Cost. A.O. Smith Retirement Security Plan currently has over 4,900 active participants and over $409.4M in plan assets.

Did you know?

For the average 401k participant, the 18 point difference between this plan's BrightScope Rating (74) and the top rated plan (92) could equate to:
14
Additional years of work
51,746
Lost Savings
*The delay in retirement calculations apply solely to this defined contribution plan and do not take into account other retirement plans and programs offered by this employer. How is this calculated?

Plan Details

Plan Details Relevant details about the plan and the plan sponsor, including the address and industry of the plan sponsor and the size of the plan in assets and participants.

 
Plan data accurate as of 12/31/2017
Plan data has been audited by an Independent Qualified Public Accountant (IQPA).
Address 11270 W Park Place, P O Box 245006
  • Location
    Milwaukee , WI
  • 53224-9506
  • Industry
    Manufacturing
  • Net Plan Assets
    $409,000,000
  • Total Participants
    4,900
  • Avg Account Balance
    $83,000

Plan Components

Component Ratings

Design

Total Plan Cost:
Lowest Fees
Company Generosity:
Above Average

Performance

Participation Rate:
Great
Salary Deferrals:
Average
Account Balance:
Above Average

Design

Total Plan Cost:
Low Fees
Company Generosity:
Average

Performance

Participation Rate:
Above Average
Salary Deferrals:
Average
Account Balance:
Average

Peer Group Plans

Company Rating
FLIR Systems 83.1
Alcoa Usa 78.3
Terex 73.0
Valmont Industries 71.6
Dexter Apache Holdings 63.9
Masco 63.1
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Top Industry Articles

Investments

Investment Menu Stats

# of Investment Options

22

(Plan Average: 20)

Largest Funds in this Plan Allocation of Assets 1 YR Rank in Category
Wells Fargo Stable Value 22%
N/A
Total Common Stocks 22%
N/A
BMO Harris Bank, N.A. Target Retirement 20%
25%
Fund hidden
100%
Fund hidden
100%
Fund hidden
100%
Fund hidden
100%
View all funds in this plan

Providers

Plan Service Provider

SERVICE PROVIDER
Auditor
Reilly, Penner & Benton LLP

Articles and Questions

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Boeing Offers a Near Perfect Retirement Plan ModelIn most respects Boeing’s retirement offering is a great model of how to run a large retirement plan. Participants in Boeing’s 401(k) plan are beneficiaries of a participant-friendly design with immediate access, automatic enrollment, immediate ves

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