PlanOptica
Retirement plan

PEPCO HOLDINGS LLC RETIREMENT PLAN

EXELON CORPORATIONEIN 23-2990190Plan #022PY 2018
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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-$10.42B assets#003Retirement-$8.55B 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 flagsHigh retiree %Wind-down / frozen

Filing contacts

From the Form 5500, federal record
Plan sponsor signer
(name not on filing)
(312) 394-2819
Plan administrator signer
WILLIAM BERGMAN
Signed 10/11/2019
How to read this page

Summary metrics

Total assets (EOY)
$2102.6M
-10.0% from 2017
Total participants
11,615
-1.0% from 2017
Average account balance
$0
No prior year
Annual return
-6.17%
-15.27 pp from 2017

Benchmarks

See 47 peers
Peer group
Industry22 - Utilities
Plan typeDefined benefit
Participants1,000-4,999
Cohort47 peers
Snapshot2018
Participant deferral / active EE
$0
median $47
Employer contribution / active EE
$0
median $14,675
Participation rate
0.0%
median 0.0%
Avg account balance
$0
median $5,379,476
Admin fee / account holder
$0
median $4,675
Annual return
-6.17%
median -4.94%
Overall peer rank
30th percentileavg across 6 metrics

Analytics

2016 - 2024
Total assets (EOY)
Plan-year ending balance
$1.87B
Average account balance
Total assets / participants with a balance (line 6g)
$185K
Participants with account balance
Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.
7,106
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
$32.50M
Contributions per participant
Average employer and participant contribution per enrolled participant
$11K
Asset flow
BOY + contributions + return - distributions = EOY
Year
Annual return
Diverging bars; negative years highlighted
+1.27%
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 by compensation
ProviderService typeCompensation
TOWER WATSON DELAWARE INC1 year
Service code 11 · EIN 53-0181291
Actuarial
$1,388,836
EXELON BUSINESS SERVICES CO3+ years
Service code 14 · EIN 23-3063219
Plan Administrator
$631,155
BLACKROCK INSTITUTIONAL TRUST CO2 years
Service code 28 · EIN 94-3112180
Investment Management
$421,221
NORTHERN TRUST CORPORATION3+ years
Service code 19 · EIN 36-1561860
Securities Custodian
$367,468
ALBOURNE AMERICA LLC1 year
Service code 16 · EIN 91-2164625
Consulting
$35,507
ING INVESTMENT MGMT CO1 year
Service code 28 · EIN 02-0488491
Investment Management
$28,598
MITCHELL & TITUS, LLP1 year
Service code 10 · EIN 13-2781641
Accounting
$26,500
BLOOMBERG FINANCE LP2 years
Service code 49 · EIN 13-3417984
Other Services
$13,520
ACCENTURE1 year
Service code 16 · EIN 72-0542904
Consulting
$13,290
CAISSA LLC1 year
Service code 49
77 WATER STREET · NEW YORK, NY 10005
Other Services
$7,454

Enrolled actuary

1 attachment
SB

JUDY M. KRUSE

WILLIS TOWERS WATSON US LLC
Enrollment #1705907
233 SOUTH WACKER DRIVE, SUITE 1800
CHICAGO, IL 606061615
(312) 525-2500
Signed 2019-10-02

Plan features & details

Pension benefit codes1A1B1C
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).
  • 1B
    Benefits are primarily flat dollar
    Benefits are primarily a flat dollar amount (including a dollar amount per year of service).
  • 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).

Opportunity flags

2 tripped
  • InformationalHigh retiree %

    Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.

  • InformationalWind-down / frozen

    Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.

Expense breakdown

Schedule H Part II
Admin total
$4.1M
$947 / participant
  • Investment mgmt$450K11.0%
  • Contract admin$5K0.1%
  • Other / not subdivided$4M88.9%
% of EOY assets
0.196%
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