Retirement plan

VULCAN 401K PLAN

Name: VULCAN MATERIALS COMPANY - VULCAN 401K PLAN (2022) Form 5500
Creator: VULCAN MATERIALS COMPANY
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, VULCAN 401K PLAN, VULCAN MATERIALS COMPANY

VULCAN MATERIALS COMPANYEIN 20-8579133Plan #041PY 2022

1200 URBAN CENTER DRIVE - BIRMINGHAM, AL 35242205-298-3766

Other plans on this EIN

5 filings

#010Retirement-$502.6M assets #020Retirement-$135.2M assets #050Retirement-$126.4M assets #002Retirement-$189K assets #015Retirement-$2K assets

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$1148.5M

-7.2% from 2021

Total participants

13,899

+38.7% from 2021

Average account balance

$84,130

-33.0% from 2021

Annual return

-6.53%

-21.49 pp from 2021

Benchmarks

See 1,156 peers

Peer group

Industryany (size+type match)

Plan typeDefined contribution

Participants5,000-9,999

Cohort1,156 peers

Snapshot2022

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$1.71B

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$129K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

13,193

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

97.9%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$146.66M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$16K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+19.07%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$207

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

1 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Top 5 by compensation

Provider	Service type	Compensation
GREAT-WEST LIFE & ANNUITY INSURANCE1 year Filed as: EMPOWER ADVISORY GROUP, LLC Service code 26 · EIN 84-1532243	Advisory (Participants)	$1,549,868
GREAT-WEST LIFE & ANNUITY INSURANCE1 year Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 15 · EIN 84-0467907	Recordkeeping	$475,863
METLIFE LIFE INSURANCE COMPANY5+ years Filed as: METROPOLITAN LIFE INSURANCE COMPANY Service code 28 · EIN 13-5581829	Investment Management	$387,519
COWEN & COMPANY LLC4 years Service code 50 · EIN 84-1702964	Direct Payment	$7,567
GREAT-WEST LIFE & ANNUITY INSURANCE3 years Filed as: GWFS EQUITIES INC Service code 33 8515 E ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111	Securities brokerage	$1,575

Plan features & details

Pension benefit codes2E2J2K

Plan features

2E
Profit-sharing
Profit-sharing plan.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
2K
Code section 401(m) arrangement
Employee contributions are allocated to separate accounts under the plan or employer contributions are based in whole or in part on employee deferrals or contributions to the plan. Not applicable to 401(k) plans with only QNECs and/or QMACs or to 403(b)(1) 403(b)(7) or 408 arrangements.

Opportunity flags

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$2.0M

$214 / participant

Investment mgmt$2M76.4%
Other / not subdivided$479K23.6%

% of EOY assets

0.177%

all-in expense ratio

Categories reported

1 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: DELOITTE
Auditor EIN: 133891517
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$84,130

$78,044+7.8%

$129,110-34.8%

$78,044+7.8%

Participation rate

97.4%

74.4%+22.9pp

77.3%+20.1pp

74.4%+22.9pp

Annual return

-6.53%

10.87%-17.4pp

-10.94%+4.4pp

10.87%-17.4pp

Employer contribution / active EE

$7,131

$3,125+128.2%

$5,052+41.2%

$3,125+128.2%

Participant deferral / active EE

$6,985

$5,084+37.4%

$6,542+6.8%

$5,084+37.4%

Admin fee / account holder

$149

$79+88.3%

$14,302-99.0%

$79+88.3%

Provider

Service type

Compensation

GREAT-WEST LIFE & ANNUITY INSURANCE1 year

Filed as: EMPOWER ADVISORY GROUP, LLC

Service code 26 · EIN 84-1532243

Advisory (Participants)

$1,549,868

GREAT-WEST LIFE & ANNUITY INSURANCE1 year

Filed as: EMPOWER ANNUITY INSURANCE COMPANY O

Service code 15 · EIN 84-0467907

Recordkeeping

$475,863

METLIFE LIFE INSURANCE COMPANY5+ years

Filed as: METROPOLITAN LIFE INSURANCE COMPANY

Service code 28 · EIN 13-5581829

Investment Management

$387,519

COWEN & COMPANY LLC4 years

Service code 50 · EIN 84-1702964

Direct Payment

$7,567

GREAT-WEST LIFE & ANNUITY INSURANCE3 years

Filed as: GWFS EQUITIES INC

Service code 33

8515 E ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111

Securities brokerage

$1,575

VULCAN 401K PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

VULCAN 401K PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion