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Retirement plan

EXELON EMPLOYEE PENSION PLAN FOR CLINTON, TMI, AND OYSTER CREEK

EXELON CORPORATIONEIN 23-2990190Plan #013PY 2016
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10 S. DEARBORN ST., 50TH FLOOR - CHICAGO, IL 60603312-394-2819exeloncorp.comLinkedIn10001+ employeesutilities
Other plans on this EIN
10 filings
#002Retirement-$10.73B assets#003Retirement-$7.04B assets#022Retirement-$2.18B assets#004Retirement-$1.84B assets#016Retirement-$1.45B assets#023Retirement-$1.14B assets#018Retirement-$309.1M assets#021Retirement-$178.2M assets#012Retirement-$83.7M assets#014Retirement-$55.3M assets
Prospect flagsHigh retiree %Low returns

Filing contacts

From the Form 5500, federal record
Plan sponsor signer
(name not on filing)
(312) 394-2819
Plan administrator signer
WILLIAM BERGMAN
Signed 10/13/2017
How to read this page

Summary metrics

Total assets (EOY)
$338.8M
-9.7% from 2016
Total participants
2,502
+1.4% from 2016
Average account balance
$0
No prior year
Annual return
5.02%
-5.29 pp from 2016

Benchmarks

See 52 peers
Peer group
Industry22 - Utilities
Plan typeDefined benefit
Participants1,000-4,999
Cohort52 peers
Snapshot2016
Participant deferral / active EE
$0
median $19
Employer contribution / active EE
$23,883
median $13,083
Participation rate
0.0%
median 0.0%
Avg account balance
$0
median $381,942,733
Admin fee / account holder
$0
median $2,655,710
Annual return
5.02%
median 7.55%
Overall peer rank
44th 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 9 by compensation
ProviderService typeCompensation
AON CONSULTING2+ years
Service code 15 · EIN 22-2232264
Recordkeeping
$247,288
TOWERS WATSON DELAWARE INC2+ years
Service code 11 · EIN 53-0181291
Actuarial
$217,833
EXELON BUSINESS SERVICES CO1 year
Service code 14 · EIN 23-3063219
Plan Administrator
$111,120
BLACKROCK INSTITUTIONAL TRUST CO2+ years
Service code 28 · EIN 94-3112180
Investment Management
$30,784
NORTHERN TRUST COMPANY1 year
Service code 19 · EIN 36-1561860
Securities Custodian
$19,032
WASHINGTON PITTMAN & MCKEEVER1 year
Service code 10 · EIN 36-4189747
Accounting
$13,300
ALLIANCE BERNSTEIN2+ years
Service code 28 · EIN 13-4064930
Investment Management
$11,282
T.ROWE PRICE TRUST CO.1 year
Service code 28 · EIN 52-0556948
Investment Management
$9,849
TEMPLETON INVESTMENT COUNSEL, LLC1 year
Service code 28 · EIN 94-3385113
Investment Management
$9,080

Enrolled actuary

1 attachment
SB

JUDY M. KRUSE

TOWERS WATSON DELAWARE, INC.
Enrollment #1705907
233 SOUTH WACKER DRIVE, SUITE 1800
CHICAGO, IL 606061615
(312) 525-2500
Signed 2017-10-10

Plan features & details

Pension benefit codes1A1C3H3F
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

2 tripped
  • OpportunityLow returns

    Annual investment return is in the bottom quintile of the peer cohort.

  • 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
$2.1M
$1576 / participant
  • Investment mgmt$95K4.4%
  • Contract admin$247K11.6%
  • Other / not subdivided$2M84.0%
% of EOY assets
0.632%
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