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Retirement plan

EXELON CORPORATION EMPLOYEE SAVINGS PLAN

EXELON CORPORATIONEIN 23-2990190Plan #003PY 2018
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10 S. DEARBORN ST., 50TH FLOOR - CHICAGO, IL 60603312-394-4107exeloncorp.comLinkedIn10001+ employeesutilities
Other plans on this EIN
10 filings
#002Retirement-$10.42B 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 flagsLoss discovered

Filing contacts

From the Form 5500, federal record
Plan sponsor signer
(name not on filing)
(312) 394-4107
Plan administrator signer
JENNIFER FRANCO
Signed 10/14/2019
How to read this page

Summary metrics

Total assets (EOY)
$8549.3M
-6.8% from 2016
Total participants
43,003
-2.8% from 2016
Average account balance
$203,846
-4.4% from 2016
Annual return
9.45%
-0.00 pp from 2016

Benchmarks

See 1,060 peers
Peer group
Industryany (size+type match)
Plan typeDefined contribution
Participants>=10,000
Cohort1,060 peers
Snapshot2018
Participant deferral / active EE
$9,666
median $3,242
Employer contribution / active EE
$4,970
median $1,564
Participation rate
96.8%
median 83.1%
Avg account balance
$203,846
median $51,487
Admin fee / account holder
$147
median $54
Annual return
9.45%
median -4.32%
Overall peer rank
73rd percentileavg across 6 metrics

Analytics

2015 - 2024
Total assets (EOY)
Plan-year ending balance
$6.31B
Average account balance
Total assets / participants with a balance (line 6g)
$243K
Participants with account balance
Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.
25,991
Eligible Participants and Participation
Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.
96.8%
Contributions (total)
Employer and participant dollars contributed each year
$347.44M
Contributions per participant
Average employer and participant contribution per enrolled participant
$17K
Asset flow
BOY + contributions + return - distributions = EOY
Year
Annual return
Diverging bars; negative years highlighted
+12.22%
Admin fee / account holder
Total admin expenses / participants with a balance (line 6g)
$214
Asset composition
Cash / stocks / bonds / mutual funds / real estate / loans over time
  • Mutual / pooled
  • Stocks
  • Bonds
  • Cash
  • Real estate
  • Loans

Service providers

Top 6 by compensation
ProviderService typeCompensation
NORTHWEST PLAN SERVICES3 years
Service code 16 · EIN 91-2090931
Consulting
$3,077,744
FINANCIAL ENGINES3 years
Service code 16 · EIN 94-3250323
Consulting
$2,754,488
MITCHELL & TITUS1 year
Service code 10 · EIN 13-2781641
Accounting
$210,735
AON CONSULTING4+ years
Service code 16 · EIN 22-2232264
Consulting
$70,519
TOWERS WATSON4+ years
Service code 11 · EIN 23-1159360
Actuarial
$53,682
EXELON BUSINESS SERVICES CO2 years
Service code 14 · EIN 23-3063219
Plan Administrator
$0

Plan features & details

Pension benefit codes2E2F2G2J2K2O3F3H2S2T
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.
  • 2O
    ESOP other than a leveraged ESOP
    Employee stock ownership plan that is not leveraged.
  • 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.
  • 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
  • ComplianceLoss discovered

    Plan reported the discovery of a loss from fraud or dishonesty.

Expense breakdown

Schedule H Part II
Admin total
$6.2M
$187 / participant
  • Contract admin$3M51.1%
  • Other / not subdivided$3M48.9%
% of EOY assets
0.072%
all-in expense ratio
Categories reported
1 / 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