PlanOptica
Retirement plan

EXELON CORPORATION RETIREMENT PROGRAM

EXELON CORPORATIONEIN 23-2990190Plan #002PY 2019
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10 S. DEARBORN ST., 51ST FLOOR - CHICAGO, IL 60603312-394-4107exeloncorp.comLinkedIn10001+ employeesutilities
Other plans on this EIN
10 filings
#003Retirement-$9.84B assets#022Retirement-$2.33B assets#016Retirement-$1.64B assets#013Retirement-$468.2M assets#018Retirement-$357.1M assets#021Retirement-$149.5M assets#005Retirement-$104.1M assets#012Retirement-$66.7M assets#014Retirement-$63.3M assets#006Retirement-$3.0M assets
Prospect flagsHigh retiree %

Filing contacts

From the Form 5500, federal record
Plan sponsor signer
(name not on filing)
(312) 394-4107
Plan administrator signer
JENNIFER FRANCO
Signed 10/13/2020
How to read this page

Summary metrics

Total assets (EOY)
$14031.4M
-0.6% from 2016
Total participants
43,818
+1.5% from 2016
Average account balance
$0
No prior year
Annual return
41.40%
-7.32 pp from 2016

Benchmarks

See 222 peers
Peer group
Industryany (size+type match)
Plan typeDefined benefit
Participants>=10,000
Cohort222 peers
Snapshot2019
Participant deferral / active EE
$0
median $57
Employer contribution / active EE
$17,790
median $5,966
Participation rate
0.0%
median 0.0%
Avg account balance
$0
median $894,319,009
Admin fee / account holder
$0
median $2,968,729
Annual return
41.40%
median 16.59%
Overall peer rank
80th 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 20 by compensation
ProviderService typeCompensation
ALIGHT SOLUTIONS LLC3 years
Service code 15 · EIN 82-1061233
Recordkeeping
$4,604,831
EXELON BUSINESS SERVICES CO5+ years
Service code 14 · EIN 23-3063219
Plan Administrator
$3,548,896
BLACKROCK INSTITUTIONAL TRUST CO5+ years
Service code 28 · EIN 94-3112180
Investment Management
$2,775,649
NORTHERN TRUST CORPORATION5+ years
Service code 19 · EIN 36-1561860
Securities Custodian
$2,556,364
WILLIS TOWERS WATSON US LLC1 year
Service code 11 · EIN 53-0181291
Actuarial
$1,318,639
TEMPLETON INVESTMENT COUNSEL, LLC1 year
Service code 28 · EIN 94-3385113
Investment Management
$356,583
ALBOURNE AMERICA, LLC3 years
Service code 16 · EIN 91-2164625
Consulting
$248,884
ALLIANCE BERNSTEIN LP1 year
Service code 28 · EIN 13-4064930
Investment Management
$181,486
CAISSA LLC2 years
Service code 49
77 WATER STREET · NEW YORK, NY 10005
Other Services
$159,417
BLACKROCK FINANCIAL MANAGEMENT, INC1 year
Service code 49 · EIN 13-3806691
Other Services
$101,546

Enrolled actuary

1 attachment
SB

JUDY M. KRUSE

WILLIS TOWERS WATSON US LLC
Enrollment #2005907
233 SOUTH WACKER DRIVE, SUITE 1800
CHICAGO, IL 606061615
(312) 525-2500
Signed 2020-10-02

Plan features & details

Pension benefit codes1A1C3F3H
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).
  • 1C
    Cash balance or similar plan
    A cash balance formula in a defined benefit plan that expresses the accrued benefit in terms more common to a defined contribution plan such as a hypothetical account balance or single sum amount (includes personal account plan pension equity plan life cycle plan and cash account plan).
  • 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
$51.9M
$3165 / participant
  • Investment mgmt$6M11.0%
  • Contract admin$5M8.9%
  • Other / not subdivided$42M80.2%
% of EOY assets
0.370%
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