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Retirement plan

EXELON CORPORATION RETIREMENT PROGRAM

EXELON CORPORATIONEIN 23-2990190Plan #002PY 2017
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10 S. DEARBORN ST., 50TH FLOOR - CHICAGO, IL 60603312-394-2819exeloncorp.comLinkedIn10001+ employeesutilities
Other plans on this EIN
10 filings
#003Retirement-$8.06B assets#022Retirement-$2.43B assets#004Retirement-$2.15B assets#016Retirement-$1.62B assets#023Retirement-$1.28B assets#013Retirement-$401.7M assets#018Retirement-$364.1M assets#021Retirement-$185.7M assets#012Retirement-$95.2M assets#005Retirement-$70.7M assets
Prospect flagsHigh retiree %Wind-down / frozen

Filing contacts

From the Form 5500, federal record
Plan sponsor signer
(name not on filing)
(312) 394-2819
Plan administrator signer
WILLIAM BERGMAN
Signed 10/12/2018
How to read this page

Summary metrics

Total assets (EOY)
$11652.1M
-0.6% from 2016
Total participants
31,404
+1.5% from 2016
Average account balance
$0
No prior year
Annual return
15.33%
-7.32 pp from 2016

Benchmarks

See 206 peers
Peer group
Industryany (size+type match)
Plan typeDefined benefit
Participants5,000-9,999
Cohort206 peers
Snapshot2017
Participant deferral / active EE
$0
median $71
Employer contribution / active EE
$0
median $8,196
Participation rate
0.0%
median 0.0%
Avg account balance
$0
Admin fee / account holder
$0
Annual return
15.33%
median 13.38%
Overall peer rank
70th 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 40 by compensation
ProviderService typeCompensation
OAKTREE CAPITAL MANAGEMENT LP1 year
Service code 28 · EIN 26-0189082
Investment Management
$3,301,979
NORTHERN TRUST CORPORATION3+ years
Service code 19 · EIN 36-1561860
Securities Custodian
$2,898,462
EXELON BUSINESS SERVICES CO3+ years
Service code 14 · EIN 23-3063219
Plan Administrator
$2,753,647
ALIGHT SOLUTIONS LLC1 year
Service code 15 · EIN 82-1061233
Recordkeeping
$2,636,784
BLACKROCK INSTITUTIONAL TRUST CO3+ years
Service code 21 · EIN 94-3112180
Bank Trustee
$1,609,984
MORGAN STANLEY INVESTMENT MGMT1 year
Service code 28 · EIN 13-3040307
Investment Management
$757,193
ACADIAN ASSET MGMT LLC1 year
Service code 28 · EIN 04-2929221
Investment Management
$640,990
TOWERS WATSON DELAWARE INC2 years
Service code 11 · EIN 53-0181291
Actuarial
$578,289
UBS ASSET MANAGEMENT TRUST COMPANY1 year
Service code 28 · EIN 36-3718331
Investment Management
$453,863
BOSTON PARTNERS3+ years
Service code 28
350 S GRAND AVE · LOS ANGELES, CA 90071
Investment Management
$307,837

Enrolled actuary

1 attachment
SB

JUDY M. KRUSE

TOWERS WATSON DELAWARE INC.
Enrollment #1705907
233 SOUTH WACKER DRIVE, SUITE 1800
CHICAGO, IL 606061615
(312) 525-2500
Signed 2018-09-26

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
  • InformationalHigh retiree %

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

  • InformationalWind-down / frozen

    Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.

Expense breakdown

Schedule H Part II
Admin total
$37.7M
$7031 / participant
  • Investment mgmt$10M25.4%
  • Contract admin$3M7.0%
  • Other / not subdivided$25M67.6%
% of EOY assets
0.323%
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