PlanOptica
Retirement plan

EXELON CORPORATION RETIREMENT PROGRAM

EXELON CORPORATIONEIN 23-2990190Plan #002PY 2015
Sign in to saveView 5500 PDF
10 S. DEARBORN ST., 50TH FLOOR - CHICAGO, IL 60603312-394-2819exeloncorp.comLinkedIn10001+ employeesutilities
Other plans on this EIN
10 filings
#003Retirement-$6.57B assets#004Retirement-$1.69B assets#016Retirement-$1.40B assets#013Retirement-$305.8M assets#018Retirement-$296.6M assets#021Retirement-$169.4M assets#012Retirement-$78.3M assets#014Retirement-$55.1M assets#005Retirement-$34.7M assets#006Retirement-$2.5M assets
Prospect flagsHigh retiree %Low participant contribution

Filing contacts

From the Form 5500, federal record
Plan sponsor signer
(name not on filing)
(312) 394-2819
Plan administrator signer
WILLIAM BERGMAN
Signed 10/17/2016
How to read this page

Summary metrics

Total assets (EOY)
$10665.5M
-0.6% from 2016
Total participants
32,460
+1.5% from 2016
Average account balance
$0
No prior year
Annual return
-0.20%
-7.32 pp from 2016

Benchmarks

See 181 peers
Peer group
Industryany (size+type match)
Plan typeDefined benefit
Participants5,000-9,999
Cohort181 peers
Snapshot2015
Participant deferral / active EE
$120
median $77
Employer contribution / active EE
$0
median $7,040
Participation rate
0.0%
median 0.0%
Avg account balance
$0
Admin fee / account holder
$0
Annual return
-0.20%
median -1.02%
Overall peer rank
39th percentileavg across 6 metrics

Analytics

2015 - 2024
Total assets (EOY)
Plan-year ending balance
$6.07B
Average account balance
Total assets / participants with a balance (line 6g)
$253K
Participants with account balance
Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.
15,535
Eligible Participants and Participation
Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.
0.0%
Contributions (total)
Employer and participant dollars contributed each year
$198.00M
Contributions per participant
Average employer and participant contribution per enrolled participant
$23K
Asset flow
BOY + contributions + return - distributions = EOY
Year
Annual return
Diverging bars; negative years highlighted
+1.05%
Admin fee / account holder
Total admin expenses / participants with a balance (line 6g)
$0
Asset composition
Cash / stocks / bonds / mutual funds / real estate / loans over time
  • Mutual / pooled
  • Stocks
  • Bonds
  • Cash
  • Real estate
  • Loans

Service providers

Top 10 of 38 by compensation
ProviderService typeCompensation
NORTHERN TRUST CORPORATION1+ years
Service code 13 · EIN 36-1561860
Contract Administrator
$3,132,353
EXELON BUSINESS SERVICES CO1+ years
Service code 14 · EIN 23-3063219
Plan Administrator
$3,027,060
BLACKROCK INSTITUTIONAL TRUST CO1+ years
Service code 28 · EIN 94-3112180
Investment Management
$2,499,945
AON CONSULTING1+ years
Service code 15 · EIN 22-2232264
Recordkeeping
$2,073,489
MORGAN STANLEY1+ years
Service code 28 · EIN 13-3040307
Investment Management
$1,251,982
TOWERS WATSON DELAWARE, LLC1+ years
Service code 11 · EIN 53-0181291
Actuarial
$878,685
OPTUMRX1+ years
Service code 13 · EIN 11-2581812
Contract Administrator
$752,932
BOSTON PARTNERS1+ years
Service code 28
350 S GRAND AVE, SUITE 1550 · LOS ANGELES, CA 90071
Investment Management
$676,467
ACADIAN ASSET MANAGEMENT LLC1+ years
Service code 28 · EIN 04-2929221
Investment Management
$617,263
PIMCO, LLC1+ years
Service code 28 · EIN 33-0629048
Investment Management
$607,187

Enrolled actuary

1 attachment
SB

JUDY M. KRUSE

TOWERS WATSON DELAWARE, INC.
Enrollment #1405907
191 NORTH WACKER DRIVE SUITE 2100
CHICAGO, IL 606061615
(312) 525-2500
Signed 2016-10-07

Plan features & details

Pension benefit codes1A1E3F3H
Plan features
  • 1A
    Benefits are primarily pay related
    Benefits under the plan are primarily determined with reference to a participant's pay (e.g. final-average-pay formula).
  • 1E
    Section 401(h) arrangement
    Plan contains separate accounts under Code section 401(h) to provide employee health benefits.
  • 3F
    Leased employees
    Plan sponsor(s) received services of leased employees as defined in Code section 414(n) during the plan year.
  • 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

2 tripped
  • OpportunityLow participant contribution

    Participant contribution per participant is in the bottom quintile of the peer cohort.

  • InformationalHigh retiree %

    Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.

Expense breakdown

Schedule H Part II
Admin total
$34.6M
$5325 / participant
  • Investment mgmt$11M30.9%
  • Contract admin$3M8.2%
  • Other / not subdivided$21M60.9%
% of EOY assets
0.325%
all-in expense ratio
Categories reported
2 / 9
subdivided buckets used

Audit opinion

Schedule H Part III
Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm
WASHINGTON, PITTMAN &MCKEEVER, LLC
Auditor EIN
364189747
Audit fees
(not subdivided)
Opinion code
Unqualified