Retirement plan
EXELON CORPORATION CASH BALANCE PENSION PLAN
EXELON CORPORATIONEIN 23-2990190Plan #004PY 2015
10 S. DEARBORN ST., 50TH FLOOR - CHICAGO, IL 60603312-394-2819exeloncorp.comLinkedIn10001+ employeesutilities
Other plans on this EIN
10 filingsProspect flagsNo flags tripped
Filing contacts
From the Form 5500, federal recordPlan administrator signer
WILLIAM BERGMAN
Signed 10/17/2016
Summary metrics
Total assets (EOY)
$1693.1M
-7.8% from 2016
Total participants
11,734
-6.2% from 2016
Average account balance
$0
No prior year
Annual return
0.07%
-5.34 pp from 2016
Benchmarks
Peer group
Industryany (size+type match)
Plan typeDefined benefit
Participants>=10,000
Cohort209 peers
Snapshot2015
0
Participant deferral / active EE
$0
median $28
70
Employer contribution / active EE
$16,688
median $5,273
0
Participation rate
0.0%
median 0.0%
0
Avg account balance
$0
median $47,522
0
Admin fee / account holder
$0
median $275
73
Annual return
0.07%
median -0.88%
Overall peer rank
71of 100
71st percentileavg across 6 metrics
Analytics
2015 - 2019
Total assets (EOY)
Plan-year ending balance
$0
Average account balance
Total assets / participants with a balance (line 6g)
$153K
Participants with account balance
Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.
1,842
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
$160.00M
Contributions per participant
Average employer and participant contribution per enrolled participant
$14K
Asset flow
BOY + contributions + return - distributions = EOY
Year
Annual return
Diverging bars; negative years highlighted
-100.00%
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 26 by compensation
| Provider | Service type | Compensation |
|---|---|---|
AON CONSULTING1+ years Service code 15 · EIN 22-2232264 | Recordkeeping | $744,229 |
EXELON BUSINESS SERVICES COMPANY1+ years Service code 14 · EIN 23-3063219 | Plan Administrator | $525,544 |
TOWERS WATSON PENNSYLVANIA, INC1+ years Service code 11 · EIN 23-1159360 | Actuarial | $515,947 |
NORTHERN TRUST CORPORATION1+ years Service code 19 · EIN 36-1561860 | Securities Custodian | $430,707 |
BLACKROCK INSTITUTIONAL TRUST CO1+ years Service code 28 · EIN 94-3112180 | Investment Management | $398,943 |
MORGAN STANLEY1+ years Service code 28 · EIN 13-3040307 | Investment Management | $177,342 |
NISA INVESTMENT ADVISORS1+ years Service code 28 · EIN 48-1140940 | Investment Management | $168,236 |
CHICAGO EQUITY PARTNERS1+ years Service code 28 · EIN 36-4338679 | Investment Management | $138,361 |
DODGE & COX1+ years Service code 28 · EIN 94-1441976 | Investment Management | $116,966 |
ROBECO INVESTMENT MANAGEMENT1+ years Service code 28 350 S GRAND AVENUE SUITE 1550 · LOS ANGELES, CA 90071 | Investment Management | $97,390 |
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 codes1A1C3F3H
Plan features
- 1ABenefits are primarily pay relatedBenefits under the plan are primarily determined with reference to a participant's pay (e.g. final-average-pay formula).
- 1CCash balance or similar planA 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).
- 3FLeased employeesPlan sponsor(s) received services of leased employees as defined in Code section 414(n) during the plan year.
- 3HControlled group memberPlan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).
Opportunity flags
0 tripped
No flags tripped for this filing year. This plan looks clean.
Expense breakdown
Schedule H Part II
Admin total
$9.1M
$877 / participant
- Investment mgmt$2M19.5%
- Contract admin$744K8.1%
- Other / not subdivided$7M72.3%
% of EOY assets
0.540%
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