PlanOptica
Retirement plan

EXELON CORPORATION RETIREMENT PROGRAM

EXELON CORPORATIONEIN 23-2990190Plan #002PY 2018
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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-$8.55B assets#022Retirement-$2.10B assets#004Retirement-$2.08B assets#016Retirement-$1.45B assets#013Retirement-$389.5M assets#018Retirement-$318.0M assets#021Retirement-$137.0M assets#012Retirement-$78.1M assets#005Retirement-$75.9M assets#014Retirement-$55.3M assets
Prospect flagsHigh retiree %

Filing contacts

From the Form 5500, federal record
Plan sponsor signer
(name not on filing)
(312) 394-2819
Plan administrator signer
WILLIAM BERGMAN
Signed 10/10/2019
How to read this page

Summary metrics

Total assets (EOY)
$10420M
-0.6% from 2016
Total participants
30,882
+1.5% from 2016
Average account balance
$0
No prior year
Annual return
-4.65%
-7.32 pp from 2016

Benchmarks

See 47 peers
Peer group
Industry22 - Utilities
Plan typeDefined benefit
Participants1,000-4,999
Cohort47 peers
Snapshot2018
Participant deferral / active EE
$0
median $47
Employer contribution / active EE
$10,395
median $14,675
Participation rate
0.0%
median 0.0%
Avg account balance
$0
median $5,379,476
Admin fee / account holder
$0
median $4,675
Annual return
-4.65%
median -4.94%
Overall peer rank
41st 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 18 by compensation
ProviderService typeCompensation
EXELON BUSINESS SERVICES CO4+ years
Service code 14 · EIN 23-3063219
Plan Administrator
$3,388,788
ALIGHT SOLUTIONS LLC2 years
Service code 15 · EIN 82-1061233
Recordkeeping
$2,243,002
BLACKROCK INSTITUTIONAL TRUST CO4+ years
Service code 28 · EIN 94-3112180
Investment Management
$1,913,175
NORTHERN TRUST CORPORATION4+ years
Service code 19 · EIN 36-1561860
Securities Custodian
$1,788,670
TOWERS WATSON DELAWARE INC3 years
Service code 11 · EIN 53-0181291
Actuarial
$537,519
ALBOURNE AMERICA, LLC2 years
Service code 16 · EIN 91-2164625
Consulting
$172,315
ING INVESTMENT MGMT CO LLC1 year
Service code 28 · EIN 02-0488491
Investment Management
$131,450
CAISSA LLC1 year
Service code 49
77 WATER STREET · NEW YORK, NY 10005
Other Services
$98,333
BLOOMBERG FINANCE LP2 years
Service code 49 · EIN 13-3417984
Other Services
$65,738
PLANTE MORAN4+ years
Service code 16
10 S RIVERSIDE PLAZA · CHICAGO, IL 60606
Consulting
$54,140

Enrolled actuary

1 attachment
SB

JUDY M. KRUSE

WILLIS TOWERS WATSON US LLC
Enrollment #1705907
233 SOUTH WACKER DRIVE, SUITE 1800
CHICAGO, IL 606061615
(312) 525-2500
Signed 2019-10-02

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

1 tripped
  • 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
$36.8M
$7506 / participant
  • Investment mgmt$2M5.6%
  • Contract admin$2M6.1%
  • Other / not subdivided$33M88.3%
% of EOY assets
0.353%
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
MITCHELL & TITUS, LLP
Auditor EIN
132781641
Audit fees
(not subdivided)
Opinion code
Unqualified