Retirement plan
EXELON EMPLOYEE PENSION PLAN FOR CLINTON, TMI, AND OYSTER CREEK
EXELON CORPORATIONEIN 23-2990190Plan #013PY 2015
10 S. DEARBORN ST., 50TH FLOOR - CHICAGO, IL 60603312-394-2819exeloncorp.comLinkedIn10001+ employeesutilities
Other plans on this EIN
10 filingsProspect flagsHigh retiree %
Filing contacts
From the Form 5500, federal recordPlan administrator signer
WILLIAM BERGMAN
Signed 10/17/2016
Summary metrics
Total assets (EOY)
$305.8M
-9.7% from 2016
Total participants
2,538
+1.4% from 2016
Average account balance
$0
No prior year
Annual return
-0.27%
-5.29 pp from 2016
Benchmarks
Peer group
Industry22 - Utilities
Plan typeDefined benefit
Participants1,000-4,999
Cohort48 peers
Snapshot2015
0
Participant deferral / active EE
$0
median $1,137
72
Employer contribution / active EE
$35,502
median $12,058
0
Participation rate
0.0%
median 0.0%
0
Avg account balance
$0
median $14,096,330
0
Admin fee / account holder
$0
median $66,276
85
Annual return
-0.27%
median -1.31%
Overall peer rank
79of 100
79th percentileavg across 6 metrics
Analytics
2015 - 2020
Total assets (EOY)
Plan-year ending balance
$519.15M
Average account balance
Total assets / participants with a balance (line 6g)
$192K
Participants with account balance
Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.
1,537
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
$45.00M
Contributions per participant
Average employer and participant contribution per enrolled participant
$38K
Asset flow
BOY + contributions + return - distributions = EOY
Year
Annual return
Diverging bars; negative years highlighted
+7.09%
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
| Provider | Service type | Compensation |
|---|---|---|
TOWERS WATSON DELAWARE INC1+ years Service code 11 · EIN 53-0181291 | Actuarial | $444,045 |
AON CONSULTING1+ years Service code 15 · EIN 22-2232264 | Recordkeeping | $175,369 |
EXELON BUSINESS SERVICES1+ years Service code 14 · EIN 23-3063219 | Plan Administrator | $103,532 |
NORTHERN TRUST CORPORATION1+ years Service code 19 · EIN 36-1561860 | Securities Custodian | $68,690 |
BLACKROCK INSTITUTIONAL TRUST CO1+ years Service code 28 · EIN 94-3112180 | Investment Management | $60,901 |
Service code 28 · EIN 13-3040307 | Investment Management | $27,357 |
NISA INVESTMENT ADVISORS LLC1+ years Service code 28 · EIN 48-1140940 | Investment Management | $27,087 |
CHICAGO EQUITY PARTNERS1+ years Service code 28 · EIN 36-4338679 | Investment Management | $22,742 |
DODGE & COX1+ years Service code 28 · EIN 94-1441976 | Investment Management | $19,227 |
BOSTON PARTNERS1+ years Service code 28 350 S GRAND AVE SUITE 1550 · LOS ANGELES, CA 90071 | Investment Management | $14,687 |
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 codes1A1C3H3F
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
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
$2.3M
$1551 / participant
- Investment mgmt$272K11.9%
- Contract admin$307K13.4%
- Other / not subdivided$2M74.6%
% of EOY assets
0.748%
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