Retirement plan

MARTIN MARIETTA SAVINGS AND INVESTMENT PLAN

Name: MARTIN MARIETTA MATERIALS, INC. - MARTIN MARIETTA SAVINGS AND INVESTMENT PLAN (2021) Form 5500
Creator: MARTIN MARIETTA MATERIALS, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, MARTIN MARIETTA SAVINGS AND INVESTMENT PLAN, MARTIN MARIETTA MATERIALS, INC.

MARTIN MARIETTA MATERIALS, INC.EIN 56-1848578Plan #006PY 2021

4123 PARKLAKE AVENUE - RALEIGH, NC 27612919-788-4310mnhomelesscoalition.orgLinkedIn201-500 employees

Other plans on this EIN

1 filing

#002Retirement-$1.28B assets

Prospect flagsNo flags tripped

Top hat statement on fileNQDC

Filed July 18, 2020 (most recent of 2 filings on file)

Plan administrator

Plan administrator name— Sign in and upgrade to view

2710 Wycliff Road

Raleigh, NC 27607

Email— Sign in and upgrade to view Phone— Sign in and upgrade to view

Plans declared (3)

Martin Marietta Nonqualified Deferred Cash Compensation Plan65 emp
Martin Marietta Materials, Inc. Incentive Stock Plan, as amended and restated65 emp
Martin Marietta Materials, Inc. Supplemental Excess Retirement Plan, as amended and restated45 emp

Total covered: 175 employees

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Total assets (EOY)

$832.7M

-10.9% from 2016

Total participants

10,117

-7.7% from 2016

Average account balance

$84,496

-3.3% from 2016

Annual return

16.54%

-9.85 pp from 2016

Benchmarks

See 1,137 peers

Peer group

Industryany (size+type match)

Plan typeDefined contribution

Participants5,000-9,999

Cohort1,137 peers

Snapshot2021

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

Analytics

Total assets (EOY)

Plan-year ending balance

$903.47M

Not enough data

1 years with asset history on file

Average account balance

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

$85K

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.

10,594

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.

94.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$76.94M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$9K

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

+13.92%

Not enough data

1 years with return on file

Admin fee / account holder

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

$66

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

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Service providers

Top 3 by compensation

Provider	Service type	Compensation
WELLS FARGO BANK, N.A.7+ years Service code 15 · EIN 94-1347393	Recordkeeping	$340,669
FIDELITY INVESTMENTS INSTITUTIONAL1 year Service code 37 · EIN 04-2647786	Loan Processing	$259,097
BKD, LLP7+ years Filed as: DIXON HUGHES GOODMAN LLP Service code 10 · EIN 56-0747981	Accounting	$25,725

Plan features & details

Pension benefit codes2G2J2K2T3H2F2E2S

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
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.
2S
Automatic enrollment
Plan provides for automatic enrollment in plan that has elective contributions deducted from payroll.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

Opportunity flags

0 tripped

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

Expense breakdown

Schedule H Part II

Admin total

$625K

$76 / participant

Other / not subdivided$625K100.0%

% of EOY assets

0.075%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: FORVIS, LLP
Auditor EIN: 440160260
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$84,496

$101,555-16.8%

$152,473-44.6%

$101,555-16.8%

Participation rate

96.8%

74.5%+22.3pp

78.2%+18.6pp

74.5%+22.3pp

Annual return

16.54%

21.00%-4.5pp

757.59%-741.0pp

21.00%-4.5pp

Employer contribution / active EE

$2,217

$2,972-25.4%

$4,326-48.7%

$2,972-25.4%

Participant deferral / active EE

$5,335

$4,874+9.4%

$5,817-8.3%

$4,874+9.4%

Admin fee / account holder

$63

$139-54.5%

$15,811-99.6%

$139-54.5%

Provider

Service type

Compensation

WELLS FARGO BANK, N.A.7+ years

Service code 15 · EIN 94-1347393

Recordkeeping

$340,669

FIDELITY INVESTMENTS INSTITUTIONAL1 year

Service code 37 · EIN 04-2647786

Loan Processing

$259,097

BKD, LLP7+ years

Filed as: DIXON HUGHES GOODMAN LLP

Service code 10 · EIN 56-0747981

Accounting

$25,725

MARTIN MARIETTA SAVINGS AND INVESTMENT PLAN

Top hat statement on fileNQDC

Plan administrator

Plans declared (3)

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

MARTIN MARIETTA SAVINGS AND INVESTMENT PLAN

Top hat statement on fileNQDC

Plan administrator

Plans declared (3)

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